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Analytics / Moving from 360 Reporting

Moving from 360 Reporting

360 Reporting is retired and its pages now open Analytics. Where each report, dashboard and schedule went, what still works over the API, and how to rebuild a report in a few minutes.

On this page

360 Reporting has been retired. Analytics replaces it on every project and at company level, and every user now has Analytics (read-only by default). Nothing was deleted: your saved reports, dashboards and schedules are still stored and still reachable over the API. They are not converted into Analytics dashboards, so rebuild the ones you use. Most take a few minutes.

What changed

  • Tools → 360 Reporting is gone from the project tools, the launcher and the permission matrix. Analytics has its own section in the launcher.
  • Old links redirect. Any bookmarked 360 Reporting page opens the closest Analytics page:
Old page Opens
Saved reports, Scheduled reports Analytics → Schedules
New report, run or view a report Analytics → Explore
Everything else (library, dashboards) Analytics → Home
  • Permissions carry over. Every permission template got Analytics at the greater of Read only and its old 360 Reporting level, so nobody lost access. What anyone sees inside Analytics still follows their permissions in each tool.

Where your reports went

In 360 Reporting In Analytics
Open RFIs by Ball-in-Court, Submittals by Status Project management pack
Punch Items by Status Quality & safety pack
Overdue Items (all tools) Project management and Quality & safety packs, or Explore with the “late” metrics
Financial Summary Budget & cost pack
Custom report on a data source Explore with the matching metrics, saved as an exploration
Dashboard widgets (stat, bar, pie, trend, table) Dashboard tiles (KPI, bar, donut, line, table, record list and more)
Scheduled report (daily, weekly, monthly) Subscribe… on a dashboard, exploration or pack: CSV, XLSX or PDF, delivered to each recipient as themselves
Export CSV / PDF Export: CSV, XLSX, branded PDF, plus PNG or SVG of any chart

Every 360 Reporting data source has metrics in the catalog: RFIs, submittals, punch items, observations, direct costs, commitments, change events and daily-log manpower, plus budgets, pay apps, schedule, inspections, safety, CRM, RFQs and more. See the metric catalog.

Rebuild a saved report

  1. Find the closest pack

    Open Analytics → Home and check the packs above first. If one already answers the question, you’re done: packs update as records change.

  2. Or build it in Explore

    Open Explore, add the metrics (for example Open RFIs and Late RFIs), group by what your report grouped by (ball in court, status, project), and add the same filters.

  3. Save and schedule

    Save the exploration, or Add to dashboard. To keep the weekly email, open the dashboard and choose Subscribe…. Saving and scheduling need the Standard analytics level.

What still works over the API

Keep exploring

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