DESCRIPTION:
Join Procore Product Specialists for a learning session on Financial Enhanced Reporting for Owners. During this session, we will demonstrate the functionality of Enhanced Reporting and best practices including report creation, visibility & distribution, with a focus on data quality. By the end of this session, attendees will have a foundational understanding of Enhanced Reporting and should be able to create custom enhanced reports of their own. Attendees should bring their laptops for participation.
LEARNING OUTCOMES:
- Create Custom Enhanced Reports sourcing data from Procore's Financial Tools
- Create Source and Calculated Columns
- Create Custom Grouping and Sorting of your reports
- Create scheduled distributions of your reports for visibility by other team members
- Leverage Enhanced Reporting templates as a foundation for creating custom reports
SKILL LEVEL:
Intended for those interested in creating financial reports in Procore, experience not required.
RELEVANT "JOBS TO BE DONE":
For those tasked with creating and distributing financial reports in Procore.
COMPANY TYPE:
Owners
Join Procore Product Specialists for a learning session on Financial Enhanced Reporting for Owners. During this session, we will demonstrate the functionality of Enhanced Reporting and best practices including report creation, visibility & distribution, with a focus on data quality. By the end of this session, attendees will have a foundational understanding of Enhanced Reporting and should be able to create custom enhanced reports of their own. Attendees should bring their laptops for participation.
LEARNING OUTCOMES:
- Create Custom Enhanced Reports sourcing data from Procore's Financial Tools
- Create Source and Calculated Columns
- Create Custom Grouping and Sorting of your reports
- Create scheduled distributions of your reports for visibility by other team members
- Leverage Enhanced Reporting templates as a foundation for creating custom reports
SKILL LEVEL:
Intended for those interested in creating financial reports in Procore, experience not required.
RELEVANT "JOBS TO BE DONE":
For those tasked with creating and distributing financial reports in Procore.
COMPANY TYPE:
Owners