How to Create Project Reports

Build a project report in FieldPulse to see which multi-job projects have stalled, compare workloads across teams, and check completion percentage.

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 project report is built from the Projects tab in raw data reporting, and it pulls your project records — status, completion percentage, assigned teams, and estimate and invoice totals — into one table over the date range you choose.

Overview

A project report shows where each project stands across your pipeline. Use it to sort projects by status, group them by assigned team to compare workloads, and see how far along each project is. The most common versions are projects by status, projects by tag, and projects by assigned team.

Building a project report follows the same path as every other raw data report — set a date range, choose the columns, set the filters, then read the table. Project 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 projects you want to report on. See Project Management Overview.

• 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 Projects 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 project fields appear in the report table and the order they appear in.

The project report includes these columns by default:

Column	What it holds
#ID	The project number
Name	The project title
Status	The project workflow status
Customer	The customer linked to the project record
Location	The service location for the project
Created At	The date and time the project record was created
Created By	The author of the project record
Job Notes	Notes on related job records
Notes	Notes on the project record
Description	The project description
Start Time	The date and time the project was scheduled to begin
End Time	The date and time the project was scheduled to end
Clock In Date/Time	The clock-in date and time
Clock Out Date/Time	The clock-out date and time
Completion Percentage	The project completion percentage
Assigned Teams	The 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 — Customer Phone	The customer’s primary phone number
Customer — Customer Email	The customer’s primary email address
Customer — Customer Phone 2	The customer’s secondary phone number
Customer — Customer Email 2	The customer’s secondary email address
Customer — Customer Assigned To	The user assigned to the customer record
Customer — Customer Lead Source	The lead source on the customer record
Customer — Customer Pipeline Status	The customer’s custom sales pipeline status
Customer — Customer Next Steps	Next steps listed on the custom sales pipeline
Customer — Customer Notes	Notes on the customer record
Customer — Customer Job Notes	Job notes on the customer record, automatically inserted onto job records
Customer — Customer Created Date	The date and time the customer was added to FieldPulse
Customer — Customer Tags	Tags attached to the customer record
Estimates — Accepted Estimates Total (Pre-Tax)	Total amount on the estimate before tax
Estimates — Accepted Estimates Total Tax Amount	Total amount on the estimate
Related Estimates	Record numbers for estimates linked to the project
Total Invoice Pre-Tax Subtotal	The dollar amount of the invoice before tax
Related Invoice	The invoice linked to the project
Related Purchase Orders — Name	The purchase order title
Related Purchase Orders — Related PO Item	Filter by item name
Job Status Workflow — Current Total Time in Status	Recorded in HH:MM:SS
Job Status Workflow — Completed Total Time in Status	Recorded in HH:MM:SS

Job Status Workflow includes each status in your custom status workflow.

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 fields:

Field	How you filter
#ID	By contents
Name	By contents
Status	Select the status
Customer	By contents
Location	By contents
Created At	By date
Created By	By contents
Job Notes	By contents
Notes	By contents
Description	By contents
Start Date	By date
End Date	By date
Start Time	By date
End Time	By date
Assigned Teams	By contents
Custom Fields	Select the custom field
Older Than	A whole number and a duration unit
Within the Last	A whole number and a duration unit
Within the Next	A whole number and a duration unit
Customer — Customer Phone	Select the phone number
Customer — Customer Email	Select the email address
Customer — Customer Phone 2	Select the phone number
Customer — Customer Email 2	Select the email address
Customer — Customer Assigned To	By contents
Customer — Customer Pipeline Status	Select the status
Customer — Customer Next Steps	By contents
Customer — Customer Notes	By contents
Customer — Customer Job Notes	By contents
Customer — Customer Created Date	By contents
Customer — Customer Tags	By contents

Older Than, Within the Last, and Within the Next take a whole number and a duration unit, from Minutes through Decades. These filters calculate dynamically from the current time in your timezone every time the report runs, so your saved reports never go stale.

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 project reports

Common project reports include projects by status, projects by tag, and projects by assigned team. Here is how the first and the last of those are built.

Projects by status

Use this report to view your projects sorted by status.

• Columns: customize to your needs, but include Status.

• Group by: Status

Projects by assigned team

Use this report to view your current projects sorted by assigned team, so you can compare workloads across your business.

• Columns: customize to your needs, but include Assigned Teams and Status.

• Filter: Status = In Progress

• Group by: Assigned Teams

Video walkthrough: Building common project reports

Tips

• The project report tracks work at the team level. It has an Assigned Teams column and a Completion Percentage column, and no column for the individual users on the work. The job report carries an Assigned Team Members column for the users assigned to a job — see How to Create Job Reports.

• To see money alongside progress, keep the Related Estimates, Accepted Estimates Total (Pre-Tax), Total Invoice Pre-Tax Subtotal, and Related Invoice columns next to Status and Completion Percentage.

FAQs

Can I save a project 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 project 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
• Project Management Overview
• Projects vs. Jobs vs. Site Visits Details
• How to Create Job Reports

Your project report is working when the table returns the projects you expected for the date range, shows the status and completion columns you selected, and groups into the teams or statuses you want to compare once your filters are applied.