Export a Company Single Tool Report

Objective

To export a company single tool report.

Things to Consider

  • Required User Permissions:

    • Access to the custom report as:* Creator
      OR* Viewer (if shared)

  • Additional Information:

    • If you are exporting a report that contains multiple tabs (i.e., report data from multiple Procore tools), the data for each new tab will start on a new page in the export PDF.

    • Exported reports will be limited by row count, reports with row limits exceeding the following cannot be exported:* CSV = 700,000* Excel = 200,000* PDF = 5000

Steps

  1. Navigate to the Company 360 Reporting tool.

  2. Click on the report you want to export.

  3. Click Export.
    export-report.png

  4. Choose one of the following options:

    • PDF: Click this option to export the report to the Portable Document File (PDF) format. The PDF will respect any expanded or collapsed columns.

    • PDF with Visuals: Click this option to export a report to the PDF file format that includes any visuals that you added.

    • Excel: Click this option to export the report to the Microsoft Excel (XLSX) format.
      Note:* Your report will export to a .xlsx file and be downloaded to your computer's native Downloads file unless it is over 3,000 lines long.* In this case, you will receive an email with a download link.