Create or Edit Analytics Reports

Analytics leverages Microsoft Power BI for data visualization and reporting. While Procore assists with data connection and extraction, users have several paths for report management depending on their technical needs and desired level of customization.

• Prerequisites:

  • To manage Analytics reports yourself, you must first establish a connection between Procore and Power BI. For details on generating access credentials and the initial setup, see the Power BI Connection section under Analytics 2.0 - Tutorials.

• Additional Information:

  • Procore does not provide support for native Power BI functionality, such as writing Data Analysis Expressions (DAX) or creating custom measures.

You have two options for managing your Analytics reports:

Professional Services

If you require custom report creation or optimization that falls outside of standard support, you can engage Procore’s Professional Services team.

1. Reach out to your Procore point of contact.

2. Request a consultation to discuss your specific reporting requirements and the purchase of Professional Services hours.

3. Collaborate with the Analytics Install Team (Professional Services for Analytics) to create, edit, or optimize your Analytics report files. See Professional Services and Support Offerings.

Self-Service

Refer to the following Microsoft resources to manage your reports independently:

• Get Started: Access the Power BI documentation for a comprehensive overview of the platform.

• Create Reports: For instructions on connecting to data and building new visualizations, see Create a Power BI Report.

• Edit Reports: To learn how to modify existing layouts or use the Report Editor, see Edit a Power BI Report.