Analytics - Report Change Log

Below are the notable changes to Analytics 2.0 Power BI Reports.

BUG FIXES and Report updates (07/22/2025)

• Procore Financials 2.0

  • Commitment Payments report page* Fixed a bug where the 'Contractor' filter was not working correctly

• Other Updates

  • Current report version numbers:* Procore Action Plans 2.0 - 25.05.27* Procore Adoption 2.0 - 25.05.27* Procore Core 2.0 - 25.06.18* Procore Daily Logs 2.0 - 25.06.18* Procore Design Coordination 2.0 - 25.06.18* Procore Financials 2.0 - 25.07.08* Procore Financials Budget 2.0 - 25.06.18* Procore Financials Budget (Custom) 2.0 - 25.06.18* Procore Owner 2.0 - 25.06.18* Procore Project Management 2.0 - 25.05.27* Procore Quality and Safety 2.0 - 25.05.27* Procore Risk 2.0 - 25.05.27* Procore Specialty Contractor 2.0 - 25.06.18* Procore Vendor Performance 2.0 - 25.05.27

Report Updates (06/17/2025)

• Power BI Report Updates

  • All Reports

  • Minor performance tweaks

• Procore Core

  • Fixed broken URLs in some visuals

• Procore Daily Logs

  • Fixed broken URLs in some visuals

• Procore Design Coordination

  • Fixed broken URLs in some visuals

• Procore Financials

  • Fixed broken URLs in some visuals

• Procore Financials Budget 2.0

  • Fixed an issue where the budget snapshots [Forecast to Complete] were not aggregating correctly

  • Fixed broken URLs in some visuals

• Procore Financials Budget (Custom) 2.0

  • Fixed an issue where the budget snapshots [Forecast to Complete] were not aggregating correctly

  • Fixed broken URLs in some visuals

• Other Updates

  • Current report version numbers:* Procore Action Plans 2.0 - 25.05.27* Procore Adoption 2.0 - 25.05.27* Procore Core 2.0 - 25.06.18* Procore Daily Logs 2.0 - 25.06.18* Procore Design Coordination 2.0 - 25.06.18* Procore Financials 2.0 - 25.06.18* Procore Financials Budget 2.0 - 25.06.18* Procore Financials Budget (Custom) 2.0 - 25.06.18* Procore Owner 2.0 - 25.06.18* Procore Project Management 2.0 - 25.05.27* Procore Quality and Safety 2.0 - 25.05.27* Procore Risk 2.0 - 25.05.27* Procore Specialty Contractor 2.0 - 25.06.18* Procore Vendor Performance 2.0 - 25.05.27

Report Updates (05/20/2025)

• Power BI Report Updates

  • Procore Financials Budget (Custom)* Report updated to work with multi-select synced custom budget view* Report updated to include snapshot_type filter

  • Procore Financials Budget* Report updated to include snapshot_type filter

  • Procore Project Management Report* Fixed incorrect calculation for Gantt visuals* Report updated the start and end date column names in visuals to match Procore user interface

Report Updates (04/22/2025)

• Procore Specialty Contractor

  • Uploaded report to Analytics

• Procore Action Plans 2.0

  • Adjusted logic on “Progress” page to include items that have no progress (0%)

• Procore Financials Budget 2.0

  • Fixed bug that would occur with multiple budget snapshots taken in the same day

• Procore Financials

  • Added ProjectTool table to data model

  • Added “Tool Configuration” report page

• Procore Project Management 2.0

  • Added ProjectTool table to data model

  • Added “Tool Configuration” report page

• All Reports

  • Minor performance enhancements

• Data Connectors

  • Added support for incremental refresh.

• Other Updates

  • Added procore_analytics_metadata table which contains:* Model Name* Primary Keys* Refresh Type - FULL/INCREMENTAL* last_refresh_time - Data last refreshed on PA tables* latest_transaction_timestamp - Cut off time from Procore APP

Report Updates (3/18/2025)

• Power BI Report Updates

  • Core* Tool Configuration* Project Tasks

  • Financials* Financials Tool Utilization (Deprecated )

  • Financials Budget and Financials Budget (Custom)* Budget Snapshot Forecast (Deprecated)* Advanced Forecasting Over Time

  • Owner* Advanced Forecasting Over Time

  • Project Management* Project Tool Utilization (Deprecated)* Project Trending (Deprecated)

Bug fixes and Report updates (02/18/2025)

• All Reports:

  • Fixed a bug causing an issue with relationships when a token has access to multiple companies.

  • Updated default row limit to prevent refresh from not pulling all data.

  • Added in line comments to some report measure and calculated columns.

• Project Management

  • Fixed an issue with a relationship causing Ball In Court for submittals to not filter correctly.

• Quality and Safety

  • Removed filter that was set as default.

  • Fixed an issue where Correspondence custom fields were returning empty.

• Owner

  • Updated documentation URL.

  • Fixed an issue when duplicated budget names were used.

Bug fixes and Report updates (01/21/2025)

• Performance Fixed to Custom Budget Report

  • Updated queries to remove redundant parameters and source queries, updated dynamic data type change to properly account for percentage data types.

• Performance fixes for all reports

  • Removed some report parameters and standard source queries for performance, errors, and clarity.

• Added Budget Comparison to Budget Report (Analytics 1.0 parity)

• Added Advanced Forecasting Pages back to Owner and Budget Report

• Bug Fix - Financials Report - Subcontractor Reconciliation Page

  • Fixes a bug where values of difference paid of 0 or 1 were counting as unpaid when marked paid in Procore.

• Bug Fix - Drill through fixes

  • Reintroduced select missing drills through filters from Analytics 1.0.

bug fixes and Report updates (12/17/2024)

• All Reports

  • Removed some report parameters and standard source queries for performance, errors, and clarity

• All Reports

  • Reintroduced some missing drills through filters from Procore Analytics 1.0

• Procore Financials Budget (Custom)

  • Updated queries to remove redundant parameters and source queries

  • Updated dynamic data type change to properly account for percentage data types

• Procore Financials Budget

  • Added Budget Comparison

• Procore Owner and Procore Financials Budget

  • Added Advanced Forecasting

• Procore Financials - Subcontractor Reconciliation

  • Fixed a bug where values of difference paid of 0 or 1 were counting as unpaid when marked paid in Procore

bug fixes and Report updates (11/04/2024)

• All Reports

  • Fixed bugs with various URLs

  • Removed HTML tags in some description columns to display better in Power BI

• Procore Daily Logs

  • Added 'Attachment Details' visual to the following pages: Construction, Delays, Deliveries, Manpower, Notes

• Procore Adoption

  • Various bug fixes

bug fixes and Report updates (10/14/2024)

• Procore Project Management

  • Added Schedule ToDos and Schedule ToDo Gantt pages

• Procore Quality & Safety

  • Fixed tooltips for TRIFR Analysis

bug fixes and Report updates (10/07/2024)

• Procore Financials Budget

  • Various bug fixes and formatting changes

• Procore Quality & Safety

  • Various bug fixes and formatting changes

• Procore Project Management

  • Various bug fixes and formatting changes

• Procore Actions Plans

  • Various bug fixes and formatting changes

• Procore Daily Logs

  • Various bug fixes and formatting changes

• Procore Adoption

  • Uploaded report to Analytics

• Procore Design Coordination

  • Uploaded report to Analytics