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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 reminder report is built from the Reminders tab in raw data reporting, and it pulls reminder data — the reminder title, when the reminder was created, when it was read, and the record it is attached to — into one table. That table is how you confirm the follow-ups your team set are getting seen.

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Overview

A reminder report answers one question about your follow-ups: which reminders match the conditions you care about. Reminders are set on jobs, customers, estimates, invoices, and other records, so the report is where you see them together instead of one record at a time. The Read At column carries the date and time a reminder was read. Building a reminder report follows the same path as every other raw data report — set a date range, choose the columns, set filters, then read the table. Reminder 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.

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Video walkthrough

Video walkthrough: Creating a report in raw data reporting

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Before you begin

  • Set the reminders you want to report on. See Reminders Overview.
  • Check that your role has reporting access. An Admin has full reporting access; a Team Manager needs Full Reporting access turned on.

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Set the date range

  1. Select Reporting under the Management tab in the left-side menu.
  2. Select the Reminders 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 Start Date Range calendar in raw data reporting, with preset ranges from Today through Last 30 Days listed beside two month calendars The calendar offers these presets:

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Choose your columns

Select Columns to choose which reminder fields appear in the report table and the order they appear in. The Columns panel open in raw data reporting, with a checkbox for each report field and the Columns button highlighted in the toolbar The reminder report includes these columns by default:

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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 open in raw data reporting, with an expandable list of report fields and the Filters button highlighted in the toolbar

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Filter operators

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

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Tips

  • To surface the reminders nobody has opened yet, filter Read At with the Blank operator.
  • Filter on Related Entity to narrow the report to reminders attached to one record type, and add Related Entity Name to see which record each one belongs to.

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FAQs

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Can I save a reminder 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.

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Can I export a reminder report to a spreadsheet?

Yes. Select Export CSV to download the report currently on your screen as a CSV file to your device. Your reminder report is working when the table returns the reminders you expected for the date range you selected, shows the columns you chose, and narrows to the reminders you care about once your filters are applied.