Reports

What is the reports tool?

This tool is used to create reports generated from the information stored in the Procore project. There are a number of pre-existing templates that you can use (e.g. Vendor Insurance, Man Hours Register) but if necessary you can create your own.

When should I use the reports tool?

Procore's Project level Reporting tool provides you the ability to manage and gain visibility into all facets of a project's data. There is currently no process around when to use the reports tool but it can help you to visualize the status of your project or other important metrics. 

Using Templated Reports 

1. To use a pre-existing template, open the Procore Reports tool. 

2. Scroll down to see the list of existing report templates and click on the relevant one. 

• This will take you to the report page where you can then Export>PDF to print or send out.
• If the desired information is not showing, check that it has been entered properly in the original item (e.g. that the RFI details are entered correctly in the original RFI for an RFI Response Time report).

Creating Project-level Templates

1. To create your own template, open the Procore Reports tool.

2. Click +Create Report.

3. A pop-up will appear where you can choose a Procore designed base template or to create your own.

• If an existing template from the Procore database is suitable, use that and follow the prompts to complete.
• If none of the existing templates suit, click Create New Report.

4. In the report building page, enter the report name and a short description by clicking the pencil symbol.

5. Select the type of data you want your report to display from the Select Reporting Type column on the left side of the page.

6. A new box will appear in the center of the page – click and drag a Source from the left column to populate.

7. You can drag multiple sources to add more detail.

8. When all the required information is shown, click Create Report.

9. You will then be taken to the generated report. You can filter the information here, or add visuals (e.g. pie chart, graph etc.) and Export>PDF to print or send out.

• You can also click Edit if you notice you are missing information or need to change the order the information is shown.

To find out more about reports in Procore visit Procore's wiki page.