Single Tool Reports
Aprenda qué permisos de usuario son necesarios para realizar las acciones descritas en esta herramienta.
Importante
Some actions that impact this tool are done in other Procore tools.
| | The action is available on Procore's Web, iOS, and/or Android application.
Users can take the action with this permission level.
Users can take this action with this permission level AND one or more additional requirements, like granular permissions.
This table shows the user permissions needed to take each action in the Company 360 Reporting tool.
Company 360 Reporting Tutorials Action | None | Read Only | Standard | Admin | Notes |
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Add a Visual to a Company Single Tool Report You Created |
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| You must also have permission to view the data in the report's tool. | ||
Aggregate Data in a Company Single Tool Report |
| You must also have permission to view the data in the report's tool. | |||
Assign a Single Tool Report to All Projects |
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Copy a Company Single Tool Report You Created |
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Copy a Company Single Tool Report as a Viewer (Shared) |
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Configure Settings: 360 Reporting |
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Create a Calculated Column in a Company Single Tool Report You Created |
| You must also have permission to view the data in the report's tool. | |||
Create a Company Single Tool Report Using Data from the Company Directory |
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Create a Company Single Tool Report Using Data from the Company Portfolio tool |
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Create a Company Single Tool Report Using Data from Financial Management Tools |
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Delete a Company Single Tool Report You Created |
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Delete Any Company Single Tool Report |
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Distribute a Snapshot of a Custom Company Report You Created |
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Distribute Any Snapshot of a Custom Company | You must have 'Admin' level permissions to the Company Directory tool. | ||||
Download an Open Submittals Report |
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Edit a Company Single Tool Report |
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| You must be either the report's Creator or have 'Admin' level permissions to the Company Directory tool. | ||
Export a Company Single Tool Report You Created |
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Export a Single Tool Company Report as a Viewer (Shared) |
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Share a Company Single Tool Report |
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View a Report |
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| You must also have permission to view the data in the report's tool. |