View Insights

Procore Insights help users identify risks, understand performance, and discover critical patterns automatically. Insights are located in the side panel on all company and project level pages. They are viewable by any user with the appropriate access permissions.

1. Navigate to your Procore sidepanel.

2. Click the Insights icon.

3. Click the vertical ellipsis on the insight of your choice to do the following:

   • Save Insight as PDF - Download the insight as a PDF to share.

   • Favorite - Mark the Insight as a favorite to add it to your list of Favorites.

   • Support Center - View Procore's product support area.

   • Provide Feedback - Provide feedback about your experience.

4. Click Go to Report to view a prebuilt report template for more detail about the insight data included in the calculations for the project.

5. Click Create Entry to go to the tool associated with your insights.
   Note: The options displayed depend on the type of insight you are viewing.