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Procore (en-GB)

View Project Reports

Objective

To view all of your project's reports in your project's Reports tool. 

Things to Consider

  • Required User Permissions:
    • To view a custom project report:
    • To view a shared custom project report:
      Note:
       By default, shared custom project reports are accessible by any user who has 'Admin' permissions on the Project level Reports tool.
      • 'Read Only' level permissions or higher on the Project level Reports tool.
        AND
      • Additional permissions to view the following project reports:
        • Custom Project Reports: Core Tools
          • To view a custom project report using Directory as the source: 'Admin' level permissions on the Project level Directory tool.
        • Custom Project Reports: Financial Management Tools
          • To view a custom project report using Budget as the source: 'Standard' level permissions or higher on the project's Budget tool AND 'Admin' level permissions on the Company level Admin tool. Note: Some budget reports can be viewed from the Budget tool. To learn more, see View Budget Reports
          • To view a custom project report using the Change Management sources:
            • Change Event Line Item Details source: 'Admin' level permissions on the project's Change Events tool.
            • Potential Variations and Variations sources: 'Standard' level permissions or higher on the project's Budget, Commitments and Main Contracts tools.
          • To view a custom project report using the Financial Line Items sources: 'Admin' level permissions on all Financial Management tools.
          • To view a custom project report using Main Contract Payment Applications as the source: 'Admin' level permissions on the project's Main Contracts tool.
          • To view a custom project report using Subcontractor Payment applications as the source: 'Admin' level permissions on the project's Commitments tool.
    • To view a shared custom project report that was created with Enhanced Reporting:
    • To view Programme Reports:
      • 'Read Only' level permissions or higher on the Project level Reports tool
        AND
      • 'Standard' level permissions or higher on the project's Programme tool.
    • To view Site Diary Reports:
      • 'Read Only' level permissions or higher on the Project level Reports tool
        AND
      • 'Read Only' level permissions or higher on the project's Site Diary tool.

Steps

  1. Navigate to the Project level Reports tool.
  2. To view a report, click the title of the report. Reports are categorized by the following: 
    • My Custom Reports: Custom project reports that you created or that were shared with you.
    • Project Reports: General reports that display data that span the project.
    • Financial Reports: Reports related to financials, such as budget and variation reports. 
      Note: When the Budget tool is turned "On," the Budget Forecast Report and Budget Variance Report will not appear. When the Budget tool is turned "Off," The Budget Modifications and Budget Variance Report will not appear.
    • Programme Reports: Reports related to the project's programmed tasks and changes.
      Note: Programme Reports only report on data from programme files uploaded to the Project level Programme tool and do not report on data manually entered in Procore.
    • Site Diary Reports: Reports related to different logs in the Site Diary tool. 
  3. Once you click into a report, you can not edit the report. However, you can export the report as PDF.