How to Create Task Reports

Build a task report in FieldPulse to see which tasks are open, who they are assigned to, and how long each task category takes over a date range.

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

The Jobs > Tasks tab in raw data reporting pulls task records — category, status, schedule, assigned users, durations, and the totals on the related estimate and invoice — into one table you can filter, group, and export.

Overview

A task report answers what task work is on the books and who is carrying it, because the task record holds the customer, the category, the status, the schedule, the assigned team members, and the related estimate and invoice totals. Grouping on the Category Name column sorts your tasks by category, for a clearer view of the frequency and duration of each task category. Common task reports include tasks by category and tasks by customer.

Building a task report follows the same path as every other raw data report — set a date range, choose the columns, set filters, then read the table. Task 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 tasks you want to report on. See How to Create a Task.

• Check that your role has Full Reporting access. Admins have it; Team Managers need it turned on.

Set the date range

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

2. Select the Jobs > Tasks 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 task fields appear in the report table and the order they appear in.

The task report includes these columns by default:

Column	What it holds
#ID	The job number
Customer	The customer linked to the task
Contact	The customer contact selected on the task — Contact Name, Contact Email, and Contact Phone
Title	The task title
Subtitle	The task subtitle
Status	The task workflow status
Start Date/Time	The date and time the task was scheduled to begin
End Date/Time	The date and time the task was scheduled to end
Created At	The date and time the task was created in FieldPulse
Created By	The author of the task
Location	The service location for the task
Assigned Team Members	The users assigned to the task
Assigned Teams	The teams assigned to the task
Total Invoice Amount	The total amount on the related invoice
Total Estimate Amount	The total amount on the related estimate
Total Invoice Amount Due	The remaining balance on the related invoice
Total Amount Paid	The amount paid on the related invoice
Assets	The assets linked to the task
Related Estimates and Invoices	Record numbers for estimates and invoices linked to the task
Notes	Notes on the task record
Field Notes	Notes left by the assigned users on the task
Tags	Tags attached to the task
Related Project	The project linked to the task
Job Duration	Time spent in the In Progress status type, in HH:MM:SS — Job Duration Decimal holds the same time in hours
Scheduled Duration	Time scheduled for the job, in HH:MM:SS — Scheduled Duration Decimal holds the same time in hours
Travel Duration	Time spent in the On The Way status type, in HH:MM:SS — Travel Duration Decimal holds the same time in hours
Total Timesheet Duration	The sum of all timesheets related to the task, in HH:MM:SS — Total Timesheet Duration Decimal holds the same time in hours
Custom Fields	User-created fields related to the task
Estimate — Product	Total Product Cost, Total Product Amount, and Total Product Margin on the related estimate — the sum of product line item costs, the sum of product line item prices, and the overall margin on those line items
Estimate — Service	Total Service Cost, Total Service Amount, and Total Service Margin on the related estimate — the sum of service line item costs, the sum of service line item prices, and the overall margin on those line items
Invoice — Product	Total Product Cost, Total Product Amount, and Total Product Margin on the related invoice — the sum of product line item costs, the sum of product line item prices, and the overall margin on those line items
Invoice — Service	Total Service Cost, Total Service Amount, and Total Service Margin on the related invoice — the sum of service line item costs, the sum of service line item prices, and the overall margin on those line items
Customer (record fields)	Customer-record fields carried onto the task — see the table below
Category Name	The task category type

The report also includes a Clock In Date/Time column and a Clock Out Date/Time column.

The Customer group carries these fields from the customer record onto the task:

Column	What it holds
Custom Fields	User-created fields related to the customer record
Customer Phone	The customer’s primary phone number
Customer Email	The customer’s primary email address
Customer Phone 2	The customer’s secondary phone number
Customer Email 2	The customer’s secondary email address
Customer Assigned To	The user assigned to the customer record
Customer Lead Source	The lead source
Customer Pipeline Status	The customer’s custom sales pipeline status
Customer Next Steps	The next steps listed on the custom sales pipeline
Customer Notes	Notes on the customer record
Customer Job Notes	Job notes on the customer record, which are inserted onto job records automatically
Customer Created Date	The date and time the customer was added to FieldPulse
Customer Tags	Tags attached to the customer record

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.

These fields filter by contents — you choose an operator and enter a value: #ID, Customer, Title, Subtitle, Created At, Created By, Location, Assigned Team Members, Assigned Teams, Assets, Related Estimates and Invoices, Notes, Field Notes, Tags, Job Duration, Job Duration Decimal, Scheduled Duration, Scheduled Duration Decimal, Travel Duration, Travel Duration Decimal, Total Timesheet Duration, Total Timesheet Duration Decimal, Customer Assigned To, Customer Next Steps, Customer Notes, Customer Job Notes, Customer Created Date, and Customer Tags.

The rest of the filters work differently:

Filter	How you filter
Contact Name, Contact Email, Contact Phone	Select the name, email address, or phone number
Status	Select the status
Start Date/Time, End Date/Time	Filter by date
Related Project	Select the project
Custom Fields	Select the custom field
Customer Phone, Customer Email, Customer Phone 2, Customer Email 2	Select the phone number or email address
Customer Lead Source	Select the lead source
Customer Pipeline Status	Select the status
Category Name	Select the category

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 task reports

These are the column and grouping combinations for two common task reports.

Tasks by category

Use this report to sort your tasks by category, for a clearer view of the frequency and duration of each task category. Customize the columns to your needs, but include Category Name, and group by Category Name.

Tasks by customer

Use this report to sort your tasks by customer. Customize the columns to your needs, but include Customer, and group by Customer.

Video walkthrough: Building the tasks by category and tasks by customer reports

FAQs

Can I save a task 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 task report to a spreadsheet?

Yes. Select Export CSV to download the report currently on your screen as a CSV file. See How to Use Raw Data Reporting for the full export flow.

Related articles

• How to Use Raw Data Reporting
• How to Create a Task
• How to Create Subtask Reports
• How to Create Job Reports
• How to Create Customer Reports

Your task report is working when the table returns the tasks you expected for the date range, shows the category, status, and assignment columns you selected, and groups into the categories or customers you set once your filters are applied.