360 Reporting - 360 Report

In the 360 Report type (rather than Single Tool Report) you can have information from different tools displayed on the same tab/page. 

Note that visuals aren’t available for 360 Reports at this time.

Click +Create Report, then select 360 Report from the dropdown.

Select the type of Report then click Continue. Generally this will be Project Execution.

This will open a new blank 360 Report.

Add a title and a short description of what the Report is for at the top of the page.

Use the Configure Columns section to add the data you want to report on.

• There are multiple dropdowns for each tool so you can pull more detailed information.
• General information will be found under the first line for each tool e.g. the basic Correspondence information (i.e. who the Assignee is, created by, date created, title, number etc.) will be found under the Correspondence line item.
• More detailed information will be found under the subsequent line items.
  e.g. for Correspondence response details click the Correspondence Response dropdown.

  
  

  
  

You can add data from multiple tools into the same page – the columns will be grouped together by tool.

To filter the information click the three horizontal lines in the Configure Columns section.

• Click the dropdown and use the search function or scroll down to select a filter.
  Note that the filters are laid out the same way as the items in the Configure Columns section.
• Once you click what you want to filter, you can now specify if you want to filter items that match/don’t match etc.
  • To add another filter, click the Add Filters dropdown at the top of the page and repeat.

Click the + at the top of the page to add another tab.

Click Save at the top of the page when finished.

Further Instructions: 

https://support.procore.com/products/online/user-guide/project-level/reports/tutorials/create-a-project-360-report