360 Reporting - 360 Reports
Overview
Procore's 360 Reporting tools require two separate permission layers to access 360 Reports:
Permissions to create and manage reports.
Permissions to access reporting data.
1. Permissions to Create and Manage Reports
Permissions Differ Based on Dataset
Users need 'Admin' level permissions to the Company Directory tool to create and manage most Company 360 reports.
However, when creating a Company 360 report for the Project Execution Dataset, permissions are managed by granting users permissions to the Company 360 Reporting tool. The table below shows the permissions required to create and manage Company 360 Reports for the Project Execution Dataset.
Company 360 Reporting Permissions for Project Execution Dataset
| | The action is available on Procore's Web, iOS, and/or Android application.
Users can take the action with this permission level.
Users can take this action with this permission level AND one or more additional requirements, like granular permissions.
Action | None | Read Only | Standard | Admin | Notes |
|---|---|---|---|---|---|
Assign a 360 Report to All Projects |
| Users must have 'Admin' level permissions to the Company Directory to perform this action. | |||
Configure Settings |
| Users must have 'Admin' level permissions to the Company Directory to perform this action. | |||
Copy a Report |
| Users with 'Admin' level permissions to the Company Directory or Project Admin tools can also take this action. | |||
Create a Calculated Column |
|
| Users with 'Admin' level permissions to the Company Directory or Project Admin tools can also take this action. | ||
Create a Report |
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| ||
Create a Report Using a Template |
|
| Users with 'Admin' level permissions to the Company Directory or Project Admin tools can also take this action. | ||
Create a User Activity Report |
| Users must have 'Admin' level permissions to the Company Directory to perform this action. | |||
Delete a Report |
|
| Users with 'Admin' level permissions to the Company Directory or Project Admin tools can also take this action. | ||
Distribute a Report |
|
| Users with 'Admin' level permissions to the Company Directory or Project Admin tools can also take this action. | ||
Edit a Report |
|
| Users with 'Admin' level permissions to the Company Directory or Project Admin tools can also take this action. | ||
Export a Report |
|
| Users with 'Admin' level permissions to the Company Directory or Project Admin tools can also take this action. | ||
Share a Report |
|
| Users with 'Admin' level permissions to the Company Directory or Project Admin tools can also take this action. | ||
View a Report |
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| Users with 'Admin' level permissions to the Company Directory or Project Admin tools can also take this action. |