Customer Feedback for Procore Technologies, Inc.

Welcome to the Customer Feedback Forum for Procore.

We’d like to hear any ideas you have for how we can improve Procore. Please use this forum to suggest features you’d like to see added to Procore. You may also vote and comment on product ideas suggested by other Procore users.

This forum is actively monitored by Procore’s Product Management Team.

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  1. Report on signature required field for commitments

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

    17 votes
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    1 comment  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
  2. User Session Report for Mobile activity

    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.

    25 votes
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    3 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
  3. Point in Time Reporting

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

    40 votes
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    2 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
  4. Custom reports accessible to all users in the tool the report is reporting on

    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.

    16 votes
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    3 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
  5. Custom report with tabloid size (11x17) layout

    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.

    27 votes
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    11 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
  6. Group by Trade in the Reports Tool

    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.

    6 votes
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    1 comment  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
  7. Sorting and Grouping of Custom Reports

    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.)

    17 votes
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    1 comment  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
  8. Master Dashboards / Snap Shot of Dashboards & Automated distribution

    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.

    9 votes
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    0 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
  9. Combine tabs in custom reports

    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.

    41 votes
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    2 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
  10. Filter Canned Reports

    The user sessions report is not very useful to us due to the lack of filters we are able to apply. I wish that we could access something similar to when we do our business review every year, I was told that we could have that sent to us on a scheduled basis but have not see one since our review in February.

    What we would like to see is a report that we can filter by multiple tools, users, and jobs so we can get a good visual of how our superintendents and project managers are utilizing the tools…

    181 votes
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  11. Add a "response" column to submittal reports

    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.

    4 votes
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    0 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
  12. Reports - build out multiple distribution options

    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.

    3 votes
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    0 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
  13. Custom Format Custom Reports

    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.

    5 votes
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    0 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
  14. RFI log

    Custom reports for RFI, submittal, and change order logs should have an option to make outstanding or overdue items RED when printed out so they are more easily visible to those who are reviewing them (Items highlighted yellow in attachment would be RED for example).

    5 votes
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    0 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
  15. Daily reports need to be able to haave multiple superintendents for different areas on a project

    Daily reports need to be able to haave multiple superintendents for different areas (or phases at same time) on a project

    3 votes
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    0 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
  16. Reporting - add assignable template options

    Reporting only has the option for Default permission template, which only pulls information from the default assigned template at the company level, regardless of if you build the report at the project level.

    With the addition of granular permissions for users to edit and manage other users (assignable templates only) It's imperative that the team can also view the "Permission Template (assigned)" column at the project level with Standard permissions. Not only is this column a bit misleading since only Admin users can see it, but without visibility to standard users, these teams have to open each individual directory contact…

    3 votes
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    0 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
  17. More Options in User Session Report Date Range Filter

    Allow us to run user session reports for a longer date range than just 7 days. We need to be able to check timelines like last 30 days, 60 days, 90 days or from a specific starting date range. This would allow us to run the session report from the start date of a project if needed in a dispute with a contractor.

    11 votes
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    0 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
  18. Edit Custom Report font

    It would be helpful if there was a way to edit the font, lines, etc. within Custom Reports to be different sizes, boldness, etc.

    32 votes
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    13 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
  19. Custom Reports - Budget Reporting View

    When viewing a Custom Budget Report in the Reports tool, it does not list 'Cost Code' and 'Sum' next to each item on the report while the items are grouped. But when you export the report, it will list the words 'Cost Code' next to each CC, and 'Sum' next to each amount. This is very redundant and we would like those words to be removed.

    2 votes
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    1 comment  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
  20. Report Meeting Items by Assignment Company

    I'd like to be able to Report Meeting Items by Assignment Company

    8 votes
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    1 comment  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
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