Returns Summary

Beta icon In Beta

This feature is currently in beta for select Procore customers.

Background

This report shows items that were returned to stock from an Issue ticket. See Return Materials to Inventory.

Steps

  1. Navigate to the project's Materials tool.

  2. Click the Reports tab.

  3. Click the Returns Summary sub tab.

  4. Enter your report criteria:
    Note: You can also leave fields blank to see a summary of all returns meeting the criteria.

    • Return name. Enter the return name or number.

    • Created Date Range. Enter the date range for when the return was created.

    • Return Status. Select the status of the return.

    • Mark the checkbox to Show Line Items to show the line items in the return ticket.

  5. Click Generate Report.