Company 360 Reporting
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Procore's Company 360 Reporting tool provides your company with access to your Procore data across your portfolio to create reports. Procore offers three types of reports:
- 360 Reports allow users to build their own reports with data from across multiple tools and with data from active and inactive projects. Users must be company admins to access these reports.
- Canned reports are prepopulated reports with information on important datasets - everything from high-level project overviews to company-wide timecard information.
- Single Tool Reports allow users to build their own reports on data from one tool on active projects only. Users must have 'Admin' level permissions to the 360 Reporting tool.
- For an in-depth guide on how the data is structured, see our 360 Reporting: Data Guide.
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Top FAQ (view all)
- What report templates are available in the 360 Reporting tools?
- Is there a way to see all the open items in Procore assigned to me?
- Why is the Financial Health section of the Health Dashboard not configured?
- What are the financial line items in 360 Reporting?
- Why is the Add Visual button unavailable on a single tool report?
See Project Level: Reports for additional documentation.
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Create Custom Company Level Reports
Create Custom Company Level Reports
Create Custom Company Level Reports
Create Custom Company Level Reports
Create Custom Company Level Reports
Create Custom Company Level Reports
Create Custom Company Level Reports
Create Custom Company Level Reports
Create Custom Company Level Reports
Create Custom Company Level Reports
- Can I create a list of overdue Head Contract Variations (HCVs)?
- Is there a way to see all the open items in Procore assigned to me?
- What additional user permissions are required to access reportable data with 360 reporting?
- What are the financial line items in 360 Reporting?
- What happens when I share a report with another Procore user?
- What report templates are available in the 360 Reporting tools?
- Which Procore project tools update data in the Field Production Report?
- Which data columns are in a Field Production Report?
- Why is the Add Visual button unavailable on a single tool report?
- Why is the Financial Health section of the Health Dashboard not configured?
Company report permissions are separated into Single Tool Reports and 360 Reports sections. Or see project level permissions.
Single Tool Reports
The following table highlights which user permissions are required to perform the described user action.
1 This task can only be completed by the report's creator.
2 Report-specific permissions may apply.
3 This task can be completed by users with access to the report as its creator or a viewer (if shared).
4 This task can only be completed by the creator of a report's visuals.
5 The Company Level Open Submittals Report must be enabled on the backend by Procore.
6 This task can only be completed by the dashboard's creator.
360 Reports
Task | None | Read Only | Standard | Company Admin |
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View a Report | ![]() |
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Create a Report | ![]() |
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Edit a Report | ![]() |
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Delete a Report | ![]() |
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Share a Report | ![]() |
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Export a Report | ![]() |
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Distribute a Report | ![]() |
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Copy a Report | ![]() |
1 Super Private Correspondence records are not available in 360 Reports.
In addition, Depending on the field group, users may need additional permissions at the company level in order to access the reportable data from within the Project level 360 Reporting tool. The table below shows the permissions required on the source tool to access the reportable data.
Field Group | Source Tool | None | Read Only | Standard | Company Admin |
---|---|---|---|---|---|
Company Folder/Document 1 | Company Admin | ![]() |
1 Requires Company Directory Admin permissions in the Company Admin tool.
Below are the notable changes to the Company 360 Reporting tool.
Recent Changes
New Document Field Groups for Enhanced Reporting (20/05/2025)
Procore’s 360 Reporting tool has three new field groups for reporting on document and folder metadata to enhance understanding of document versioning, tags, and watchers. The two new project-level field groups from the Documents tool are ‘Folder/Document’ and ‘Folder/Document Watcher.’ The new company-level field group is ‘Company Folder/Document’. Find all three in the Project Execution dataset. See 360 Reporting: Data Guide.
Enhanced Reporting for Preconstruction Estimating Data (20/05/2025)
Procore released a new dataset in 360 Reporting called 'Preconstruction’ for reporting on project estimation data. The Estimating dataset includes budget item estimates, project estimates, and more to assist with project planning and decision making. See 360 Reporting: Data Guide.
Enhanced Reporting for Directory and Portfolio Data (23/04/2025)
Procore released a new dataset in 360 Reporting called "Directory & Portfolio," enhancing the ability to report on directory tool data such as user and company information, projects, and more. The "Directory & Portfolio" dataset includes comprehensive data tables for companies, users, projects, insurance, comments, and distribution groups. To learn more, see 360 Reporting: Data Guide.
Enhanced Reporting for Payment Data (17/12/2024)
Procore has expanded the 360 Reporting capabilities to include new data objects related to payment processes, enhancing the reporting capabilities for general and specialty contractors. The 360 Reporting tool now supports data on payment beneficiaries, disbursements, payment permissions, and more, allowing for comprehensive analysis and management of payment-related activities. To learn more, see 360 Reporting: Data Guide.
New release: 360 Reporting (12/11/2024)
360 Reporting is a native tool built into the Procore platform that offers a complete view of project-specific or company-level data. It enables cross-tool reporting for efficient analysis, provides historical reporting to improve future project success, and integrates all project data in one place, streamlining access to insights with an easy-to-use, out-of-the-box report builder.
Enhanced Reporting for Workforce Management (10/04/2023)
Procore has released various enhancements to the Company level and Project level Reports tools for reporting on Workforce Management tools. You can now report on your workforce, production and Daywork data alongside your financial information in enhanced reporting to gain insights such as labour utilization and date range production.
Enhanced Reporting allows users to create reports with data from multiple and related Procore tools on both active and inactive projects with a modern, intuitive interface.
Users with Company Admin permission can edit and delete any report to which they have been granted access or have the URL (13/03/2023)
This update will give Company Admins more control over their accounts by allowing them to edit or delete any report which has been shared with them or to which they have the report's URL. This means they will have the ability to stop and delete if needed, any recurring reports created by other users, even if those users have been removed from the account.