Subtask Reports

Subtask Reports

Use the Subtasks tab to create reports based on subtask data including status, assigned team members, parent job, and more. Some common subtask reports include Status by Team Member and Subtasks by Job.

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Create a Subtask 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 subtask report includes these columns by default:

• Title: Subtask title

• Status: Workflow status

• Customer: Customer linked to the subtask

• Created At: Date and time the subtask was created

• Due Date: Date and time the subtask is due

• Assigned Team Members: Users assigned to the subtask

• Assigned Teams: Teams assigned to the subtask

• Related Project: Project linked to the subtask

• Parent Job: Job linked to the subtask

• 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

  • 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

Filters

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

• Title: filter by contents

• Status: select status

• Customer: filter by contents

• Created At: filter by date

• Due Date: filter by date

• Assigned Team Members: filter by contents

• Assigned Teams: filter by contents

• Related Project: select project

• Parent Job: filter by contents

• 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 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

  • Customer Created Date: filter by contents

  • Customer Tags: filter by contents

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 Subtask Reports

Status by Team Member

Use this report to view each team member’s subtasks sorted by status.

Columns: Customize to your needs, but must include Assigned Team Members and Status

Group by: Team Member and Status

Subtasks by Job

Use this report to view all subtasks under each parent job.

Columns: Customize to your needs, but must include Parent Job

Group by: Parent Job

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Have additional questions?

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