Export Company 360 Reports with Visuals and Dashboard Data

You can export your 360 Visual Reports and Dashboards data to the following file formats:

• Comma-separated value (CSV)

• Excel

• PDF: Two types of PDF exports are available: One PDF per Visual and Match Dashboard Layout.
  PDF export options allow teams to share chart-based project insights in meetings, email distributions, and executive reporting workflows — without requiring recipients to have Procore access.
  Note: PDF is also available for scheduled distributions, so stakeholders receive dashboard snapshots automatically.

• Requis Utilisateur autorisations:

  • Autorisations standard ou supérieures dans l’outil Entreprise Rapports 360.

1. Navigate to the Company 360 Reporting tool.
   The Reports tab is selected by default.

2. In the My Reports section, click a visual & dashboard reporting you want to export.
   The selected 360 visual & dashboard report loads.

3. Click Export on the top right side of the page.
   You can see a dropdown menu listing the following options:

   • CSV

   • Excel

   • PDF - There are two PDF options: One PDF per Visual and Match Dashboard Layout.

4. To export the 360 report to CSV file format, select CSV from the dropdown menu.
   The CSV file is saved in your default downloads folder.

5. To export the 360 report to Excel file format (spreadsheet), select Excel from the dropdown menu.
   The CSV file is saved in your default downloads folder.

6. To export the 360 report to PDF, click PDF and select one of the following options:

   • One PDF per Visual - Each chart or table data on a dashboard is exported as its own PDF file, making it easy to share individual visuals.

   • Match Dashboard Layout - Export the entire report with each tab as a multi-page PDF that mirrors your on-screen layout. Each PDF includes a header page. Data tables are sent as separate files to show all rows. Click on each file to download.

7. Check your downloads folder to view the 360 visuals and dashboard report data.