Customer Reports

Reporting and analytics for customer data in FieldPulse

Use the Customers tab to create reports based on customer data including location, tags, custom fields, and more. Some common customer reports include customers by pipeline status, lead source, and invoice total.

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Create a Customer Report

Date Range

Begin by selecting the start date range for which you’d like to report on. Click on the calendar icon to select a preset date range and click Load Data.

• Today: From 12:00 AM to the current time

• Yesterday: Previous day from 12:00 AM to 11:59 PM

• This Week: From Monday through Sunday of the current week

• Last Week: Previous week

• Last 7 Days: Previous seven days, including today

• This Month: From the first of the current month to the current day

• Last Month: Entire month before the current month

• Last 30 Days: Previous 30 days, including today

• Custom: Use the calendar to select start and end dates

Columns

Select the columns to include in your report by clicking Columns. The customer report includes these columns by default:

• Display Name: Customer display name (if synced with QuickBooks)

• First Name: Customer first name

• Last Name: Customer first name

• Company Name: Customer company name (if commercial)

• Customer Phone: Customer’s primary phone number

• Customer Email: Customer’s primary email address

• Customer Phone 2: Customer’s secondary phone number

• Customer Email 2: Customer’s secondary email address

• Customer Assigned to: User assigned to the customer record

• Customer Lead Source: Customer lead source

• Customer Pipeline Status: Customer’s custom sales pipeline status

• Customer Next Steps: Next steps listed on custom sales pipeline

• Customer Notes: Notes on customer record

• Customer Job Notes: Job notes on customer record (automatically inserted onto job records)

• Parent Customer: Group and analyze data by the Parent Customer

• Location: Customer service address

• Status: Customer status

• Created At: Date and time the customer record was created in FieldPulse

• Total Invoice Amount: Total amount on related invoice

• Total Estimate Amount: Total amount on related estimate

• Total Invoice Amount Due: Remaining balance on related invoice

• Estimate - Product

  • Estimate - Total Product Cost: Sum of product line item costs on related estimate

  • Estimate - Total Product Amount: Sum of product line item prices on related estimate

  • Estimate - Total Product Margin: Overall margin on product line items on related estimate

• Estimate - Service

  • Estimate - Total Service Cost: Sum of service line item costs on related estimate

  • Estimate - Total Service Amount: Sum of service line item prices on related estimate

  • Estimate - Total Service Margin: Overall margin on service line items on related estimate

• Invoice - Product

  • Invoice - Total Product Cost: Sum of product line item costs on related invoice

  • Invoice - Total Product Amount: Sum of product line item prices on related invoice

  • Invoice - Total Product Margin: Overall margin on product line items on related invoice

• Invoice - Service

  • Invoice - Total Service Cost: Sum of service line item costs on related invoice

  • Invoice - Total Service Amount: Sum of service line item prices on related invoice

  • Invoice - Total Service Margin: Overall margin on service line items on related invoice

• Customer Tags: Tags attached to the customer record

• Account Type: Residential or Commercial

• Custom Fields: User-created fields related to the customer record

Filters

Before running the report, set filters to narrow your results. From the Filters icon, select how you want to filter the report:

• Display Name: select name

• First Name: select name

• Last Name: select name

• Company Name: select name

• Customer Phone: select phone number

• Customer Email: select email address

• Customer Phone 2: select phone number

• Customer Email 2: select email address

• Customer Assigned to: filter by contents

• Customer Lead Source: select lead source

• Customer Pipeline Status: select status

• Customer Next Steps: filter by contents

• Customer Notes: filter by contents

• Customer Job Notes: filter by contents

• Location: filter by contents

• Status: select status

• Created At: filter by date

• Customer Tags: filter by contents

• Account Type: filter by contents (Residential or Commercial)

• Custom Fields: select custom field

When filtering by contents, you will need to choose an operator and then enter values to filter the data. Use the table below to learn more about each operator.

Operator	Retrieves Data	Example	Data Retrieved
Equals	Equal to a specified value	Created By - Equals Tom Gause	For all records created by Tom Gause only
Not Equal	Different from a specified value	Tag - Not Equal to HVAC	For all records except those using the HVAC tag
Less Than	Lower than a specified value	#ID - Less than 1144	For all records below #1144
Less Than or Equal To	Lower than or equal to a specified value	Job Date/Time - Less than or equal to 12/13/2023	For jobs scheduled before or on 12/13/2023
Greater Than	Greater than a specified value	Job Duration - Greater than 60 minutes	For jobs in the In Progress status type for over 60 minutes
Greater Than or Equal To	Greater than or equal to a specified value	Job Date/Time - Greater than or equal to 1/1/2024	For jobs scheduled on or after 1/1/2024
In Range	Including and between two specified values	#ID - Between 1225 and 1236	For all estimate records with #IDs between 1225 and 1236
Starts With	Begins with a specified value	Title - Annual	For all job records beginning with Annual
Ends With	Ends with a specified value	Location - TX	For all job locations ending with TX
Blank	No values are in the field	Subtitle	For all job records with blank subtitles
Not Blank	Values in the field	Notes	For all job records with values in the notes field

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Common Customer Reports

Customer Invoice Total

Use this report to view the total invoice amount for each customer.

Columns: Customize to your needs but must include First Name, Last Name, and Total Invoice Amount.

Customers by Pipeline Status

Use this report to view your customers sorted by pipeline status.

Columns: Customize to your needs but must include First Name, Last Name, and Pipeline Status.

Group By: Pipeline Status

Customers by Lead Source

Use this report to view your customers sorted by lead source.

Columns: Customize to your needs but must include First Name, Last Name, and Lead Source.

Group By: Lead Source

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