Signature required field is not available in reporting
-Would be helpful to report on signature required field

Day file - Is there a way to get a summary of RFI’s / Submittals / Drawings issued through in a week

We need to be able to monitor our users' activity of Procore, including website AND App logins. A large amount of information is missing on the User Sessions Report when mobile activity isn't included.

Add a filter for BIC on custom change order reports. It is hard to track who has the ball in court on all of the change orders. A report is not useful for this unless there is an option to filter by BIC.

I want to create master dashboards that I can roll out to all projects. If I make a change to the master this is reflected on all projects. I then want to be able to distribute a snap shot of these on a monthly basis.

TOOL: Reports

ISSUE: Client would like the ability to take the entire company directory and sort by trade.

Procore had client create a custom report where you can filter by trade; however, you cannot GROUP BY: trade (you can group by:
Contact Name
Cell Phone
Company Business Phone
Company City
Contact Type
Company Name
Company Address
Business Phone).

Client wants to be able to group by trades - i.e. 01, 02, 03 trades, etc.

As a user, I would like to report on tools from a certain point in time, not just in real time.

There isn't a way to "sort" custom reports by name/date created/date modified/etc. It seems they are sorted in order of their creation (oldest first).

It would be great if it was possible to sort them by name (alphabetical), date created, who created them, etc.

It would be even better if it was possible to group custom reports together (i.e. all financial custom reports would be grouped together, all RFI custom reports could be grouped together, etc.)

When in the RFI tool for example. When a custom report is created that reports on the RFI's, only the user who created the custom report can access it from the RFI tool.
This functionality request is to give all standard and admin users access to that custom report from the tool the report is reporting on.
Currently, those custom reports are only accessible from the reports tool. So in order to access the custom report that was created by another user, you have to leave the tool you're in and navigate to the reports tool.

Currently Procore only offers a default letter size layout when exporting custom reports. However with so many information you can insert using custom columns, landscape letter size format can only include so much and fonts are too small to read. It would be great to have a standard tabloid size layout to fit more columns with better readability.

Reporting Snapshots by Created Date

When companies utilize multiple project templates, it would be helpful as a "quality check" for the projects in their system to have a report showing which templates were used for each project. A creation date may be helpful as well, to track back in case configurations to the template were adjusted.

Client has a financial report that has multiple tabs to include all the info on change orders, change events, and other financial items. She would like to combine the tabs so they show all in one single Excel sheet.

Add the option to combine all tabs into a single tab when exporting.

Now that Procore has advanced their custom report options, it would be great to be able to format how the reports look when printing to a PDF.

For example I have a report grouped by assigned company and legacy status, online it show the company name, open and closed. When I print to a PDF the lines turn to Assigned Company Name: XYZ, Legacy Status: Closed. & Legacy: Open. It looks clunky, it shows the info which is helpful. Next step would be to make it look presentable.

Make the reports tool either Left Justify, Center Justify or Right Justify the data in the columns so they are all the same . Info in two adjacent columns may be a right Justify right next to a left justify number making it confusing to read

Allow for displaying days were no entries were made for a log (not complete or incomplete)

There should be a "response" column for submittal reports. It would be great to filter a response for a specific user in the workflow. If we have 3 people in a workflow, it would be nice to filter all pending responses for the final approver in the workflow to find which ones still need to be sent to them. The current response filter will pull information for all approvers and not a specific one.

A lot of tools in procore allow you to add multiple tabs or rows, which duplicate the prepopulated fields in the item. We'd like to see an option to add another scheduled distribution similiar to features like "add a row". This would prepopulate the same required fields:
- Recipients
- Send as
- Frequency
- Settings
_ and calculate next delivered

This way users can choose to set up multiple distributions on the same report with different recipients to account for different project/company level team members who need to view important information.