About 360 Reporting with Visuals and Dashboards (Beta)

Gain a complete and consolidated view of your company and project data with the 360 Reporting tool's Visuals and Dashboards capabilities, Procore's powerful, native reporting solution. This guide explores the tool's benefits, key capabilities, and key features.

What are 360 Report Visuals and Dashboards?

The 360 Reporting tool is a centralized reporting hub built directly into the Procore platform. It moves beyond tabular reports, empowering users, with appropriate permissions, to bring their data to life. Users can now CC, view, and share dashboards and data visualizations.

By pulling data from multiple Procore tools (like Financials, Project Management, Resource Management, and more) into a single, unified location, 360 Reporting breaks down data silos and unlocks powerful visual insights. Instead of sifting through tables and spreadsheets, you can:

• Instantly spot trends and patterns using interactive charts and graphs.

• Quickly identify outliers and potential risks that might be hidden in tables.

• Track critical Key Performance Indicators (KPIs) consolidated onto a single dashboard.

• Communicate complex information clearly to stakeholders with easy-to-understand visuals.

This holistic, at-a-glance view spans your entire portfolio—including data from both active and inactive projects—enabling deeper analysis and faster, more informed decision-making.

Integrating 360 Reporting Visuals and Dashboards into your workflow provides several key advantages:

• Gain a Single Source of Truth: Access a complete, cross-tool view of your company and project data in one place, eliminating the need to export and combine data manually.

• Unlock Deeper Insights: Move beyond project-level data to analyze historical trends, audit company-wide performance, and identify areas for improvement across your entire portfolio.

• Improve Operational Efficiency: Save time by using pre-built report templates, promoting project-level reports to the company level, and scheduling reports to be distributed automatically.

• Track Comprehensive Performance and Adoption: Get a complete picture of your operations by monitoring data from every phase of the project, such as: 

  • Performance & Resources: Monitor workforce productivity and resource allocation using the Resource Management data sets (Timesheets, Equipment, Manpower).

  • Project Health: Track day-to-day progress and potential bottlenecks with Project Execution data sets (RFIs, Submittals, Daily Log, Action Plans).

  • Financial Control: Analyze cost, budget, and commitments using the Financials data sets (Budget, Change Events, Commitments).

  • Risk & Safety: Monitor site safety and quality compliance with Quality & Safety data sets (Inspections, Observations, Forms) and Preconstruction data sets (Bidding, Estimating).

360 Visuals and Dashboards with dynamic data visualization capabilities directly within the 360 Reporting tool, allow you to transform raw data into clear, graphical insights. Instead of just reviewing rows of table data, users can now generate charts and graphs to quickly identify trends, compare categories, and understand proportions at a glance.

Key visualizations include:

• Bar Charts (Vertical & Horizontal): Ideal for comparing values across different categories.

• Line Charts: Perfect for showing continuous trends and changes over time.

• Donut Charts: Best used for displaying the relative proportions or percentage breakdown of a whole.

• Stacked Bar Charts: Useful for comparing categories while also showing the part-to-whole composition of each.

• Scorecard Charts: Excellent for visualizing a single value against a set threshold to indicate performance.

To learn more about visual types, see What visual types can I create with 360 Reporting Visuals and Dashboards? In addition to these visual tools, 360 Visual Reports also provides access to the Procore platform's datasets. Learn more in the 360 Reporting: Data Guide.