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FieldPulse’s Raw Data Reporting feature allows you to generate and customize reports on your business. Reports can be created on many FieldPulse records, including:
  • Jobs
  • Estimates
  • Invoices
  • Payments
  • Timesheets
  • Forms
  • Projects
  • Maintenance Agreements
  • Assets
  • Customers
  • Orders
  • Subtasks
  • Reminders
  • Serialized Inventory
  • Item Usage
To learn more about Raw Data Reporting, view the FieldPulse360 session recording.

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Generating a Report

Begin by navigating to Reporting under the Management tab in the left-side menu, then select the record type for which you’d like to generate a report (e.g. Jobs). Select Raw Data. Next, you’ll need to customize your date range. Click on the calendar icon to select your dates, or use the quick service date options to the left of the calendars. Once you’ve selected your dates, click Load Data.

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Customizing a Report

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Filters

This functionality allows you to filter your dataset on any field on the record. For example, you can filter to see only invoices that have been invoiced but not yet paid.

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Groupings

This functionality allows you to drag a column or multiple columns in order to group the data in that column by unique values. For example, if you selected the customers column to be grouped, the data would be grouped under each unique customer.

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Quick Reports

This functionality allows you to quickly display a data report using a combination of standard data parameters than are commonly used to build reports. For example, you can quickly create a report for the total commission received each week grouped by the team member that received the commission.

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Columns

This functionality allows you to select which columns to display in your data table and in which order to display them.

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Pivot Table

We encourage you to explore the quick reports mentioned above, as they provide a straightforward way to access essential data. For those looking for more customization, pivot tables are an advanced option that allows you to create even further tailored reports. This powerful tool enables you to summarize and analyze large datasets quickly and easily. With pivot tables, you can transform complex information into clear, understandable segments, making it easier to identify trends and insights. Think of a pivot table as a way to rearrange your data, allowing you to view it from different perspectives. Instead of sifting through long lists of numbers, a pivot table helps you group and summarize data to highlight the most important information.

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Saving a Report

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Save as Report

  • Save as New: This will save your report under Select Report for easy access in the future. You will need to title and save your report.
  • Save as Widget: This will save your report as a widget which can be added to your customized Pulse Dashboard in the future. You will need to title and save your widget.

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Export CSV

This will initiate a download of the report currently displayed on your screen as a CSV file to your device.

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Building Visual Reports

Begin by navigating to Reporting under the Management tab in the left-side menu, then select the record type for which you’d like to generate a report (e.g. Jobs). Select Raw Data Beta. Next, you’ll need to customize your date range. Click on the calendar icon to select your dates, or use the quick service date options to the left of the calendars. Once you’ve selected your dates, click Load Data. Click on Raw Data Customize your report using filters, groupings, and columns. When you’re satisfied with your report, highlight the fields you’d like to be included in the visual report. Right click on Press SPACE to select this row. Right click in the highlighted area, then hover over Chart Range. You can now select the visual report type you’d like to use. Click on SubMenu Use the Settings tab to adjust the report type and color scheme of your visual report. Click on Settings Use the Data tab to adjust which categories are displayed on your visual report, as well as which fields are excluded. Click on Data Use the Format tab to adjust the report appearance, including font type, font size, and legend specifics. Click on Format To learn more, watch the FieldPulse360: Reporting Upgrades session.

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Video Tutorials

To learn more about Raw Data Reporting, view the FieldPulse360 session recording****.
Have additional questions? Contact us at support@fieldpulse.com or use the chat feature in the bottom right corner of your screen.