Convert a 360 Report to a Dashboard (Beta)
In Beta
This content is for Procore users participating in the 360 Reporting tool's Visuals and Dashboards Beta Program.
Background
Dashboards allow you to consolidate specific visuals into a single view, eliminating the need to navigate through multiple reports. You can transform your current 360 report data into dashboards, allowing you to leverage existing report work without needing to create dashboards from scratch.
Things to Consider
Required User Permissions:
For Company Dashboards, see Company 360 Reporting - User Permissions
For Project Dashboards, see Project 360 Reporting - User Permissions
Prerequisites
Create a 360 Report. See Create a Company 360 Report or Create a Project 360 Report.
Steps
Navigate to the Company or Project level 360 Reporting tool.
Click a 360 Report link to open it.
In the Design Your Own Dashboard for the First Time banner, click Preview in Dashboard.
Optional: If you change your mind, you can click Go Back before saving your Dashboard.
Make any modifications to the existing visuals or add new ones. See Configure Custom 360 Reporting Visual Types.
Important
Before clicking Save, note that converting a 360 Report to a Dashboard is a permanent action and cannot be undone.
Click Save.
At the Save and Convert to 360 Report prompt, click Continue. Procore converts the report to a Dashboard and it on the Reports tab with a Dashboard tag in the 360 Reporting tool.