Pull Procore data into Excel for custom reports
Have you ever rebuilt the same cost report from a fresh Procore export every Monday morning?
Pull budgets, commitments, change orders, and more into Excel tables. Build your custom report once and refresh it with one click.
To build custom reports from Procore in Excel, open the Sandspit extension and use Pull from Procore. Each object you pick lands as its own Excel table. Build your report on top once, then click Pull again whenever Procore changes. The tables refresh in place and the report updates with them.
Open Pull from Procore and pick the data your report needs
Open the Sandspit extension in Excel and choose the Pull from Procore module. Tick the objects your report needs: Current Budget or a Budget Snapshot, Change Events, Direct Costs, Bid Packages, Commitments, Commitment Change Orders, Prime Contracts, or Prime Contract Change Orders. Name a sheet for each and use Columns to hide what you don’t need. Settings are saved in the workbook.
Note: Contracts and change orders pull as headers and totals. Schedule of values lines are not fetched per contract.
Pull them in one click
Click Pull, for example Pull 3 objects. Each object lands in its own sheet as a native Excel table with money and date formats applied. They pull one at a time, so a failure on one does not stop the others.
Build your custom report on top
On your own report sheet, point formulas, pivot tables, and charts at the tables by name, for example =SUMIFS(tblCommitments[Grand Total],tblCommitments[Status],"Approved"). You can also add your own columns to the right of a table.
Note: Keep your work outside the managed columns. Everything inside them is rewritten on the next pull.
Refresh every number with one click
Next week, open the workbook and click Pull again. Sandspit rewrites each table in place under the same name, keeps the columns you added beside it, and clears any active filter. Every formula, pivot, and chart in your report updates with the new data.
Why custom reports start over every week
Every finance team has the Monday workbook: export the budget, export commitments, paste over last week’s tabs, fix the ranges, re-run. By the time it’s read, the numbers have moved.
The pivot isn’t the problem. The source is a file instead of a connection, so the report gets rebuilt every time.
What a pull gives your custom reports
- A table, not a range. Each object is a named Excel table, so formulas and pivots survive a refresh.
- Your columns are kept. Columns and formulas you add beside a table come back after every pull.
- Settings live in the workbook. Objects, sheet names, columns, budget view, and snapshot are remembered.
- Nine objects, one click. Budget, snapshot, change events, direct costs, and five contract objects.
Frequently asked
How do I build custom reports from Procore data in Excel?
Pull the Procore objects you need into Excel as tables with Sandspit, then build the report on its own sheet with formulas, pivots, and charts that reference the tables by name. When Procore changes, pull again and the report updates.
Can I export Procore data to Excel without re-exporting every week?
Yes. Instead of downloading an export, pull the data into your workbook. The first pull creates the tables. After that, clicking Pull again refreshes the same tables, so you never paste a new export over last week’s tabs.
How is this different from a Procore export?
An export is a file you download and rebuild the report on. A pull rewrites the same Excel table in the same workbook, so the report you built last week is still pointed at current data this week. Column choices and sheet names are remembered.
What are the tables called?
Each object always lands in the same table, for example tblCurrentBudget, tblCommitments, and tblPrimeChangeOrders. Because the name never changes, structured references keep working after every refresh.
Can I edit the pulled data and sync it back?
No. Pull from Procore is read-only. Every managed column is replaced on the next pull. To edit change events, forecasts, resources, or invoices in Excel, use the Sandspit module for that object.
What permissions do I need?
Read Only or higher on the Procore tool behind each object. The task pane shows a padlock and the reason, for example Needs Read Only on Commitments, on anything you cannot pull.
Which change events are pulled?
All of them, with every line item. There is no status filter on the pull. Filter the table in Excel.
Should I use this or Budget Review for budget reporting?
This one. The Current Budget sheet here is a table that keeps the columns you add beside it. Budget Review writes plain ranges and a refresh clears the whole sheet, so it suits pulling a snapshot for comparison or adding missing lines.
Procore Project Financials. Needs Read Only on each Procore tool you pull from.
Step-by-step mechanics, every column, and every error message are in the documentation.
0:32 Compare a Procore budget to last month’s snapshot in Excel
Have you ever exported the Procore budget at month end, pasted it beside last month’s, and remapped the columns just to see what moved?
0:34 Import an original budget into Procore from Excel
Have you ever re-keyed a four-hundred-line estimate into the Procore budget by hand?