Edit a 360 Report with Visuals and Dashboards (Beta)

Once you've created a 360 Report, you are directed to the report editor to fine-tune the report's overall properties, such as its title and tab layout. This tutorial summarizes the controls for editing your report's settings and managing the individual visual cards that display your data.

• Required User Permissions:

  • How do 360 Reporting permissions work?

• Additional Information:

  • For specific visual type configurations, see Configure 360 Reporting Visual Types.

  • For filters and calculations, see Configure Filters & Calculations for Custom 360 Reports.

After completing the steps in Create a 360 Report with Visuals and Dashboards. You can use the controls in the New Report window to edit the general report features.

Edit the Report Settings and Layout

To help you better understand the 360 Report editor controls, review this image:

The numbers in this list correspond to the numbers in the image.

1. Edit Title. Click the pencil icon to edit the report's title.

2. Edit Description. Click the pencil icon to edit the report's description.

3. Add Tab. Click the plus (+) icon to add a new tab to the report.

4. Reorder Tabs. Click the grip icon to move the tabs into the desired order.

5. Tab Editor Menu. Click the vertical ellipsis (⋮) to open a menu that lets you Rename, Duplicate, or Delete a tab.

6. Cancel. Click the Cancel link to close the report without saving your changes.

7. Add Visual. Click the Add Visual button to add another visual type to the report.

8. Save. Click the Save button to save any changes to the report configuration.

Work with Visual Type Cards

When you add a Visual Type to a report, Procore adds a new card for the selected visual type to the active tab on the 360 Report. An easy way to modify the Visual Types is by clicking the vertical ellipsis (⋮). This opens a menu that lets you Edit, Duplicate, or Delete a card from the report.

Edit a Card

To edit the general settings of a visual type, place the card in Edit mode. This opens a configuration panel with options specific to the visual type. The basic settings can be reconfigured as follows:

• To change the card's title, click the pencil icon and type over the existing name.

• To change the card's description, click the pencil icon and type over the existing description.

Duplicate a Card

To duplicate a visual type, click the card's vertical ellipsis (⋮) and select Duplicate. A copy is immediately added to your current report tab. This new tile starts with the same settings as the original, but it is a completely separate copy. Any changes you make to the new card will not affect the original, and vice versa.

Delete a Card

To duplicate an existing visual type on the active tab, click the vertical ellipsis (⋮) and choose Delete. This permanently removes the visual type's card from the report. This action is permanent; deleted cards cannot be recovered.

View Card in Fullscreen

To view a report in a full-screen viewer, click the Fullscreen icon to open a larger copy of the card in a panel. You can click the icons and buttons to edit the card's Title, Description, and Filters. To close the full-screen viewer, click the Fullscreen icon again.