Analytics - Report Change Log

Below are the notable changes to Analytics 2.0 Power BI Reports.

Bug Fixes and Report Updates (08/19/2025)

• Procore Core 2.0

  • Removed $ symbols

• Procore Financials 2.0

  • Removed $ symbols

• Procore Risk 2.0

  • Removed $ symbols

• Procore Specialty Contractor 2.0

  • Minor Bug Fixes

• Procore Project Management 2.0

  • Fixed a bug where the RFI Ball in court was displaying incorrectly

• Procore Financials Budget 2.0

  • Fixed table visuals to display columns to match the Procore user interface

• Other Updates

  • Current report version numbers:

    • Procore Action Plans 2.0 - 05.27

    • Procore Adoption 2.0 - 05.27

    • Procore Core 2.0 - 07.28

    • Procore Daily Logs 2.0 - 06.18

    • Procore Design - 06.18

    • Procore Financials - 07.28

    • Procore Financials Budget 2.0 - 08.06

    • Procore Financials Budget (Custom) - 06.18

    • Procore Quality & Safety 2.0 - 05.27

    • Procore Project Management 2.0 - 08.18

    • Procore Owner 2.0 - 06.18

    • Procore Risk 2.0 - 07.28

    • Procore Specialty Contractor 2.0 - 07.23

    • Procore Vendor Performance 2.0 - 05.27

Bug Fixes and Report Updates (07/22/2025)

• Procore Financials 2.0

  • Commitment Payments report page

    • Fixed a bug where the 'Contractor' filter was not working correctly

• Other Updates

  • Current report version numbers:

    • Procore Action Plans 2.0 - 25.05.27

    • Procore Adoption 2.0 - 25.05.27

    • Procore Core 2.0 - 25.06.18

    • Procore Daily Logs 2.0 - 25.06.18

    • Procore Design Coordination 2.0 - 25.06.18

    • Procore Financials 2.0 - 25.07.08

    • Procore Financials Budget 2.0 - 25.06.18

    • Procore Financials Budget (Custom) 2.0 - 25.06.18

    • Procore Owner 2.0 - 25.06.18

    • Procore Project Management 2.0 - 25.05.27

    • Procore Quality and Safety 2.0 - 25.05.27

    • Procore Risk 2.0 - 25.05.27

    • Procore Specialty Contractor 2.0 - 25.06.18

    • Procore Vendor Performance 2.0 - 25.05.27

Report Updates (06/17/2025)

• Power BI Report Updates

  • All Reports

  • Minor performance tweaks

• Procore Core

  • Fixed broken URLs in some visuals

• Procore Daily Logs

  • Fixed broken URLs in some visuals

• Procore Design Coordination

  • Fixed broken URLs in some visuals

• Procore Financials

  • Fixed broken URLs in some visuals

• Procore Financials Budget 2.0

  • Fixed an issue where the budget snapshots [Forecast to Complete] were not aggregating correctly

  • Fixed broken URLs in some visuals

• Procore Financials Budget (Custom) 2.0

  • Fixed an issue where the budget snapshots [Forecast to Complete] were not aggregating correctly

  • Fixed broken URLs in some visuals

• Other Updates

  • Current report version numbers:

    • Procore Action Plans 2.0 - 25.05.27

    • Procore Adoption 2.0 - 25.05.27

    • Procore Core 2.0 - 25.06.18

    • Procore Daily Logs 2.0 - 25.06.18

    • Procore Design Coordination 2.0 - 25.06.18

    • Procore Financials 2.0 - 25.06.18

    • Procore Financials Budget 2.0 - 25.06.18

    • Procore Financials Budget (Custom) 2.0 - 25.06.18

    • Procore Owner 2.0 - 25.06.18

    • Procore Project Management 2.0 - 25.05.27

    • Procore Quality and Safety 2.0 - 25.05.27

    • Procore Risk 2.0 - 25.05.27

    • Procore Specialty Contractor 2.0 - 25.06.18

    • Procore Vendor Performance 2.0 - 25.05.27

Report Updates (05/20/2025)

• Power BI Report Updates

  • Procore Financials Budget (Custom)

    • Report updated to work with multi-select synced custom budget view

    • Report updated to include snapshot_type filter

  • Procore Financials Budget

    • Report updated to include snapshot_type filter

  • Procore Project Management Report

    • Fixed incorrect calculation for Gantt visuals

    • Report updated the start and end date column names in visuals to match the Procore user interface

Report Updates (04/22/2025)

• Procore Specialty Contractor

  • Uploaded report to Analytics

• Procore Action Plans 2.0

  • Adjusted logic on “Progress” page to include items that have no progress (0%)

• Procore Financials Budget 2.0

  • Fixed bug that would occur with multiple budget snapshots taken in the same day

• Procore Financials

  • Added ProjectTool table to data model

  • Added “Tool Configuration” report page

• Procore Project Management 2.0

  • Added ProjectTool table to data model

  • Added “Tool Configuration” report page

• All Reports

  • Minor performance enhancements

• Data Connectors

  • Added support for incremental refresh.

• Other Updates

  • Added procore_analytics_metadata table which contains:

    • Model Name

    • Primary Keys

    • Refresh Type - FULL/INCREMENTAL

    • last_refresh_time - Data last refreshed on PA tables

    • latest_transaction_timestamp - Cut off time from Procore APP

Report Updates (3/18/2025)

• Power BI Report Updates

  • Core

    • Tool Configuration

    • Project Tasks

  • Financials

    • Financials Tool Utilization (Deprecated )

  • Financials Budget and Financials Budget (Custom)

    • Budget Snapshot Forecast (Deprecated)

    • Advanced Forecasting Over Time

  • Owner

    • Advanced Forecasting Over Time

  • Project Management

    • Project Tool Utilization (Deprecated)

    • Project Trending (Deprecated)

Bug Fixes and Report Updates (02/18/2025)

• All Reports:

  • Fixed a bug causing an issue with relationships when a token has access to multiple companies.

  • Updated default row limit to prevent refresh from not pulling all data.

  • Added in line comments to some report measure and calculated columns.

• Project Management

  • Fixed an issue with a relationship causing Ball In Court for submittals to not filter correctly.

• Quality and Safety

  • Removed filter that was set as default.

  • Fixed an issue where Correspondence custom fields were returning empty.

• Owner

  • Updated documentation URL.

  • Fixed an issue when duplicated budget names were used.

Bug Fixes and Report Updates (01/21/2025)

• Performance Fixed to Custom Budget Report

  • Updated queries to remove redundant parameters and source queries, updated dynamic data type change to properly account for percentage data types.

• Performance fixes for all reports

  • Removed some report parameters and standard source queries for performance, errors, and clarity.

• Added Budget Comparison to Budget Report (Analytics 1.0 parity)

• Added Advanced Forecasting Pages back to Owner and Budget Report

• Bug Fix - Financials Report - Subcontractor Reconciliation Page

  • Fixes a bug where values of difference paid of 0 or 1 were counting as unpaid when marked paid in Procore.

• Bug Fix - Drill through fixes

  • Reintroduced select missing drills through filters from Analytics 1.0.

Bug Fixes and Report Updates (12/17/2024)

• All Reports

  • Removed some report parameters and standard source queries for performance, errors, and clarity

• All Reports

  • Reintroduced some missing drills through filters from Procore Analytics 1.0

• Procore Financials Budget (Custom)

  • Updated queries to remove redundant parameters and source queries

  • Updated dynamic data type change to properly account for percentage data types

• Procore Financials Budget

  • Added Budget Comparison

• Procore Owner and Procore Financials Budget

  • Added Advanced Forecasting

• Procore Financials - Subcontractor Reconciliation

  • Fixed a bug where values of difference paid of 0 or 1 were counting as unpaid when marked paid in Procore

Bug Fixes and Report Updates (11/04/2024)

• All Reports

  • Fixed bugs with various URLs

  • Removed HTML tags in some description columns to display better in Power BI

• Procore Daily Logs

  • Added 'Attachment Details' visual to the following pages: Construction, Delays, Deliveries, Manpower, Notes

• Procore Adoption

  • Various bug fixes

Bug Fixes and Report Updates (10/14/2024)

• Procore Project Management

  • Added Schedule ToDos and Schedule ToDo Gantt pages

• Procore Quality & Safety

  • Fixed tooltips for TRIFR Analysis

Bug Fixes and Report Updates (10/07/2024)

• Procore Financials Budget

  • Various bug fixes and formatting changes

• Procore Quality & Safety

  • Various bug fixes and formatting changes

• Procore Project Management

  • Various bug fixes and formatting changes

• Procore Actions Plans

  • Various bug fixes and formatting changes

• Procore Daily Logs

  • Various bug fixes and formatting changes

• Procore Adoption

  • Uploaded report to Analytics

• Procore Design Coordination

  • Uploaded report to Analytics