How to get a Custom 360 Report from Assist (Procore Web)
Caution
Like all AI tools, Assist's answers might not be entirely accurate. AI-generated responses should be verified for accuracy.
Background
Assist is Procore's AI assistant. When you ask Assist a quantitative question about your data in Procore, you receive an answer to your question along with a report. For example, if you want to know how many RFIs or Change Events are created, Assist answers with the unit amount and a report of the source data so you can review, edit, and save for future use. This tutorial guides you through the process of using Assist to get this type of answer and report.
Steps
- Navigate to your project in Procore.
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Type a quantitative question into Procore's search bar, then press ENTER on your keyboard.
For example, you can ask "what change events have open status?"
- Review the answer once it finishes generating.
- Click on the Report link in the 'Source' section of Assist's answer.
- Review the report to verify the answer you received from Assist and discover additional insights as needed.
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Note: Assist filters and groups results according to your question.
Optional steps:
- Edit the report.
- Save the report for future reference.
- Select the thumbs-up or thumbs-down icon to provide feedback about the answer you received. Your feedback is reviewed by Procore development team and taken into account when improving Assist.
Also, see below how create a 360 report