How to Create Customer Reports

Build a customer report in FieldPulse to find your highest-invoiced customers, then group or filter the list by pipeline status, lead source, or tags.

Who uses this: Admins have full reporting access, and Team Managers can be given it. Service Agents and Limited Agents do not have reporting access. Availability: All regions.

A customer report is built from the Customers tab in raw data reporting, and it pulls your customer records — pipeline status, lead source, location, tags, custom fields, and invoice and estimate totals — into one table. That table is how you see where your revenue comes from.

Overview

A customer report answers questions about your customer base: which customers bring in the most invoiced revenue, where your leads come from, and how customers are distributed across your sales pipeline. Common customer reports include customers by invoice total, by pipeline status, and by lead source.

Building a customer report follows the same path as every other raw data report — set a date range, choose the columns, set filters, then read the table. Customer reporting is part of FieldPulse’s dashboards and reporting. For the parts of the reporting flow that are the same on every record type — saving a report, adding it to your dashboard, and exporting to CSV — see How to Use Raw Data Reporting.

Video walkthrough

Video walkthrough: Creating a report in raw data reporting

Before you begin

• Create the customer records you want to report on. See How to Create a Customer.

• Set up the customer fields you plan to report on, such as the statuses in Setting Up a Custom Sales Pipeline and the sources in How to Track Lead Sources.

• Check that your role has reporting access. An Admin has full reporting access; a Team Manager needs Full Reporting access turned on.

Set the date range

1. Select Reporting under the Management tab in the left-side menu.

2. Select the Customers tab, then select Raw Data.

3. Select the calendar icon and choose the start date range you want to report on.

4. Select Load Data.

The calendar offers these presets:

Preset	Date range
Today	12:00 AM to the current time
Yesterday	The previous day, 12:00 AM to 11:59 PM
This Week	Monday through Sunday of the current week
Last Week	The previous week
Last 7 Days	The previous seven days, including today
This Month	The first of the current month to the current day
Last Month	The entire month before the current month
Last 30 Days	The previous 30 days, including today
Custom	Start and end dates you select on the calendar

Choose your columns

Select Columns to choose which customer fields appear in the report table and the order they appear in.

The customer report includes these columns by default:

Column	What it holds
Display Name	Customer display name (if synced with QuickBooks)
First Name	Customer first name
Last Name	Customer last 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 the custom sales pipeline
Customer Notes	Notes on the customer record
Customer Job Notes	Job notes on the customer record (automatically inserted onto job records)
Parent Customer	Parent customer, used to group and analyze data by 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 the related invoice
Total Estimate Amount	Total amount on the related estimate
Total Invoice Amount Due	Remaining balance on the related invoice
Estimate — Total Product Cost	Sum of product line item costs on the related estimate
Estimate — Total Product Amount	Sum of product line item prices on the related estimate
Estimate — Total Product Margin	Overall margin on product line items on the related estimate
Estimate — Total Service Cost	Sum of service line item costs on the related estimate
Estimate — Total Service Amount	Sum of service line item prices on the related estimate
Estimate — Total Service Margin	Overall margin on service line items on the related estimate
Invoice — Total Product Cost	Sum of product line item costs on the related invoice
Invoice — Total Product Amount	Sum of product line item prices on the related invoice
Invoice — Total Product Margin	Overall margin on product line items on the related invoice
Invoice — Total Service Cost	Sum of service line item costs on the related invoice
Invoice — Total Service Amount	Sum of service line item prices on the related invoice
Invoice — Total Service Margin	Overall margin on service line items on the 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
Tax Exempt	Whether the customer is marked as tax exempt

Set your filters

Before running the report, set filters to narrow the results. Select the Filters icon, then choose how you want to filter the report.

The Filters panel offers these customer fields:

Field	How you filter
Display Name	Select the name
First Name	Select the name
Last Name	Select the name
Company Name	Select the name
Customer Phone	Select the phone number
Customer Email	Select the email address
Customer Phone 2	Select the phone number
Customer Email 2	Select the email address
Customer Assigned to	Filter by contents
Customer Lead Source	Select the lead source
Customer Pipeline Status	Select the status
Customer Next Steps	Filter by contents
Customer Notes	Filter by contents
Customer Job Notes	Filter by contents
Location	Filter by contents
Status	Select the status
Created At	Filter by date
Customer Tags	Filter by contents
Account Type	Filter by contents (Residential or Commercial)
Custom Fields	Select the custom field

Filter operators

When you filter by contents, choose an operator and then enter the values to filter the data on.

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 customer reports

Three customer reports cover most of what teams pull from the Customers tab. Each one starts from the same date range, columns, and filters described above.

Customer invoice total

Use this report to view the total invoice amount for each customer. Customize the columns to your needs, but include First Name, Last Name, and Total Invoice Amount.

Customers by pipeline status

Use this report to view your customers sorted by pipeline status. Customize the columns to your needs, but include First Name, Last Name, and Pipeline Status, then set Group By to Pipeline Status.

Customers by lead source

Use this report to view your customers sorted by lead source. Customize the columns to your needs, but include First Name, Last Name, and Lead Source, then set Group By to Lead Source.

Video walkthrough: Building the common customer reports

FAQs

Can I save a customer report to use again?

Yes. Select Save as Report, then Save as New to store it under Select Report, or Save as Widget to add it to your Pulse Dashboard. See How to Use Raw Data Reporting for the full saving flow.

Can I export a customer report to a spreadsheet?

Yes. Select Export CSV to download the report currently on your screen as a CSV file to your device.

Related articles

• How to Use Raw Data Reporting

• How to Create a Customer

• Customer Record Field Details

• How to Track Lead Sources

• Setting Up a Custom Sales Pipeline

Your customer report is working when the table returns the customers you expected for the date range, shows the columns you selected, and rolls up under each pipeline status or lead source once you group it.