Use the Projects tab to create reports based on project data including assigned teams, status, customer, and more. Some common project reports include projects by status, by tags, and by team.Documentation Index
Fetch the complete documentation index at: https://fieldpulse.mintlify.app/llms.txt
Use this file to discover all available pages before exploring further.
Create a Project 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
- #ID: Project number
- Name: Project title
- Status: Project workflow status
- Customer: Customer linked to the project record
- Location: Service location for the project
- Created At: Date and time the project record was created
- Created By: Author of the project record
- Job Notes: Notes on related job records
- Notes: Notes on project record
- Description: Project description
- Start Time: Date and time the project was scheduled to begin
- End Time: Date and time the project was scheduled to end
- Clock In Date/Time
- Clock Out Date/Time
- Completion Percentage: Project completion percentage
- Assigned Teams: Team assigned to the project
- Custom Fields: User-created fields related to the project record
-
Customer
- Custom Fields: User-created fields related to the customer record
- 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 customer record
- Customer Lead Source: Lead source on the customer record
- 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)
- Customer Created Date: Date and time the customer was added to FieldPulse
- Customer Tags: Tags attached to the customer record
-
Estimates
- Accepted Estimates Total (Pre-Tax): Total amount on estimate before tax
- Accepted Estimates Total Tax Amount: Total amount on estimate
- Related Estimates: Record numbers for estimates linked to the project
- Total Invoice Pre-Tax Subtotal: Dollar amount of invoice before tax
- Related Invoice: Invoice linked to the project
-
Related Purchase Orders
- Name: Purchase order title
- Related PO Item: Filter by item name
Filters
- #ID: filter by contents
- Name: filter by contents
- Status: select status
- Customer: filter by contents
- Location: filter by contents
- Created At: filter by date
- Created By: filter by contents
- Job Notes: filter by contents
- Notes: filter by contents
- Description: filter by contents
- Start Date: filter by date
- End Date: filter by date
- Start Time: filter by date
- End Time: filter by date
- Assigned Teams: filter by contents
- Custom Fields: select custom field
-
Customer
- 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 Pipeline Status: select status
- Customer Next Steps: filter by contents
- Customer Notes: filter by contents
- Customer Job Notes: filter by contents
- Customer Created Date: filter by contents
- Customer Tags: filter by contents
| 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 |
Common Project Reports
Projects by Status
Use this report to view your projects sorted by status. Columns: Customize to your needs, but must include Status. Group by: StatusProjects by Assigned Team
Use this report to view your current projects sorted by assigned teams, allowing you to compare workloads across your business. Columns: Customize to your needs, but must include Assigned Teams and Status. Filter: Status = In Progress Group by: Assigned TeamsHave additional questions? Contact us at support@fieldpulse.com or use the chat feature in the bottom right corner of your screen.