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. Additional Formatting and Customization for Custom Reports

    We would like the ability to bold or highlight words, add borders, have alternating white/grey shading on data rows to make following a row all the way across the report easier to read. Allowing for a little shading between rows to show separation would make the report more readable.

    7 votes
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    1 comment  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
  2. Report on signature required field for commitments

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

    18 votes
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    1 comment  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
  3. 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.

    41 votes
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    5 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
  4. Add Ball in Court filter to custom Change Order reports

    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.

    18 votes
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    2 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
  5. 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.

    14 votes
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    1 comment  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
  6. Allow reports to be filtered by custom fields (fieldsets)

    We are already allowed to have a custom reports Grouped By custom fields, but it would be even better if we could filter the report by them. Since we have the ability to isolate/separate the custom fields (Group By), we should also be able to show or hide (filter) them. Specially if the fieldset is set up as multi select.

    8 votes
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    1 comment  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
  7. Add image thumbnails to Custom Reports

    Add photo or attachment thumbnail to any Custom Report

    10 votes
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    4 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
  8. Daily Report With Changes Highlighted

    It would be helpful to have the ability to run a daily report that shows changes to RFIs or Transmittals highlighted in red from two specific dates.

    We spend a lot of resources determining what changed from one day to the next and it would be lovely to find a what to automate this.

    3 votes
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    0 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →

    Hello and thank you for your feedback. I would start by creating a Custom Report. For RFIs you can pull the fields you would like populated in the report. The “created date” field should be pulled in order to see when these items are created. With Custom Reports you can setup a scheduled distribution to yourself, in PDF or Excel form with a frequency of your choice. I should add that the Project Home dashboard includes a section for Recently Changed Items for quick visibility with hyperlinks. Here is a link to our Support article for Custom Reports: https://support.procore.com/products/online/user-guide/project-level/reports/tutorials/create-a-custom-project-report

    Thank you!

  9. 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.

    55 votes
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    4 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
  10. Add "payments received" variable to Owner Invoices reports

    In the Reports tool, when using the Owner Invoices data, it would be great to add a "payment received" data variable.

    3 votes
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    0 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
  11. [Custom Reporting] RFIs: Include Link Field

    When creating RFI custom reports, it would be beneficial to capture the link field info (for example, Coordination Issues) since it's already build into the RFI item page.

    4 votes
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    0 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
  12. Add punch list activity feed to custom report

    User would like to pull in punch list activity feed into custom report. This will help show the status changes to the punch list tool

    4 votes
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    1 comment  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
  13. Drawing Status Field in Reports

    Noticed that we are unable to access the drawing 'Status' field (Published Vs. UnPublished) in the reporting tool. I am trying to build a report to track how many drawings are unpublished across projects.

    As there is no logic to select "Blank" for Published date, there is no way for me to get this data.

    Can you please bring the Drawing Status field into Procore Reporting asap.

    Thanks, Hudman

    3 votes
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    1 comment  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
  14. alphabetize all columns in a custom report

    Have the ability to alphabetize all columns on a custom report

    4 votes
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    0 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
  15. Custom Report-Link Payments to Associated Invoices

    Current custom reports run from the Prime Contract or Invoicing tools only allow you to see the total payments issued or received against Invoices on the project. There is not a way to link those payments to the specific invoices they were entered against. For clients that partially pay out invoices to subs or receive partial payments of invoices from owners, there is no way to easily track what invoices still require payment through custom reporting. Providing a direct link in reporting from payment invoice number to the invoice itself would resolve this.

    2 votes
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    0 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
  16. Include "Cumulative Hours and Workers To Finish Date" for custom Daily Con Summary Report

    Creating a custom Daily Construction Summary Report, does not allow users to pull and calculate the information for "Cumulative Workers To Finish Date" and "Cumulative Hours To Finish Date" just like the canned DCR has.

    2 votes
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    0 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
  17. Electronic Signature Capablity on all Tools

    We'd like to see the ability to attach an electronic signature on more tools within Procore, such as custom report exports.

    3 votes
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    1 comment  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
  18. 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.

    21 votes
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    4 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
  19. 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.)

    20 votes
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    3 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
  20. Hide Executive Dashboards

    Within the Company level Portfolio tool, there is an option to view Executive Dashboards across projects. One of these is the Projects by Program dashboard. For companies that don't utilize the Programs feature, this is an excess dashboard that has no use. Currently, there is also no way of minimizing or hiding that dashboard. We would like the ability to customize, or hide, dashboards that aren't applicable to our team.

    2 votes
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    0 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
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