How to Create Job Reports

Build a job report in FieldPulse to check profit margin on completed work, compare scheduled time against actual duration, and sort jobs by lead source.

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.

Build a job report from the Jobs tab in raw data reporting. It pulls job records — status, schedule, durations, assigned users, and the totals on the related estimate and invoice — into one table you can filter, group, and export.

Overview

A job report answers questions about the work itself and the money attached to it, because the job record carries the customer, the schedule, the crew, the durations, and the related estimate and invoice totals. Use it to see profit margin on completed jobs, sort jobs by customer lead source, or compare the time you scheduled against the time the job actually took. Common job reports include jobs by lead source, job profit margin, and job duration.

Building a job report follows the same path as every other raw data report — set a date range, choose the columns, set filters, then read the table. Job 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 job report from the date range through columns and filters

Before you begin

• Create the jobs you want to report on. See How to Create a Job.

• 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 Jobs 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 job fields appear in the report table and the order they appear in.

The job report includes these columns by default:

Column	What it holds
#ID	The job number
Customer	The customer linked to the job record
Contact	The customer contact selected on the job record — Contact Name, Contact Email, and Contact Phone
Title	The job record title
Subtitle	The job record subtitle
Status	The job workflow status
Start Date/Time	The date and time the job was scheduled to begin
End Date/Time	The date and time the job was scheduled to end
Created At	The date and time the job record was created in FieldPulse
Created By	The author of the job record
Location	The service location for the job
Assigned Team Members	The users assigned to the job
Assigned Teams	The teams assigned to the job
Related Invoice Status	The status of the linked invoice
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 job record
Related Estimates and Invoices	Record numbers for estimates and invoices linked to the job record
Related Estimates	Record numbers for estimates linked to the job record
Related Estimate’s QuickBooks Class	The QuickBooks class of the related estimate record
Related Invoices	Record numbers for invoices linked to the job record
Related Invoices’s QuickBooks Class	The QuickBooks class of the related invoice record
Notes	Notes on the job record
Field Notes	Notes left by the assigned users on the job
Tags	Tags attached to the job record
Related Project	The project linked to the job record
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 job record, in HH:MM:SS — Total Timesheet Duration Decimal holds the same time in hours
Custom Fields	User-created fields related to the job record
Job Tags	User-created tags related to the job record
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

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

Customer columns

The Customer group adds the customer-record fields to the job report:

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
Parent Customer	Groups and analyzes the data by parent customer

Job status workflow columns

The Job Status Workflow group adds a set of columns for each status in your custom status workflow:

Column	What it holds
Start Timestamp	The date and time the workflow was changed to this status
End Timestamp	The date and time the workflow was changed from this status
Total Duration	The total time spent in this status, in HH:MM:SS
Current Total Time in Status	Recorded in HH:MM:SS
Completed Total Time in Status	Recorded in HH:MM:SS

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 job fields:

Field	How you filter
#ID	Filter by contents
Customer	Filter by contents
Contact Name	Select the name
Contact Email	Select the email address
Contact Phone	Select the phone number
Title	Filter by contents
Subtitle	Filter by contents
Status	Select the status
Job Created Date	Filter by date
Job End Date	Filter by date
Start Date/Time	Filter by date
End Date/Time	Filter by date
Created At	Filter by contents
Created By	Filter by contents
Location	Filter by contents
Assigned Team Members	Filter by contents
Assigned Teams	Filter by contents
Related Invoice Status	Select the status
Assets	Filter by contents
Related Estimates and Invoices	Filter by contents
Notes	Filter by contents
Field Notes	Filter by contents
Tags	Filter by contents
Related Project	Select the project
Job Duration, Job Duration Decimal	Filter by contents
Scheduled Duration, Scheduled Duration Decimal	Filter by contents
Travel Duration, Travel Duration Decimal	Filter by contents
Total Timesheet Duration, Total Timesheet Duration Decimal	Filter by contents
Custom Fields	Select the custom field
Older Than, Within the Last, Within the Next	Enter a whole number and pick a duration unit, from Minutes through Decades
Customer Phone, Customer Phone 2	Select the phone number
Customer Email, 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
Customer Created Date	Filter by contents
Customer Tags	Filter by contents
Job Status Workflow — Start Timestamp	Select All, Last 24 Hours, Today, Last 7 Days, or Custom
Job Status Workflow — End Timestamp	Select the end date and time
Job Status Workflow — Total Duration	Select the duration

The Older Than, Within the Last, and Within the Next 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 job reports

These are the column, filter, and grouping combinations behind the job reports companies run most often.

Job profit margin

Use this report to view your profit margin on completed jobs. Customize the columns to your needs, but include Invoice - Total Service Margin and Invoice - Total Product Margin, and set the Status filter to Completed.

Jobs by lead source

Use this report to view your job data sorted by customer lead source. Customize the columns to your needs, but include Lead Source, and group by Lead Source.

Job duration

Use this report to view scheduled job time against actual job duration on completed jobs. Customize the columns to your needs, but include Scheduled Duration or Scheduled Duration Decimal and Job Duration or Job Duration Decimal, and set the Status filter to Completed. Scheduled Duration is the time you booked the job for, and Job Duration is the time the job spent in the In Progress status type.

Estimated vs. actual job duration

You can pull a report that compares the estimated (scheduled) duration of a job against the actual duration. The estimated duration is based on the time you scheduled the job for. The actual duration is based on the technician’s clock-in and clock-out times recorded in the timesheets for that job, which you can report on in How to Create Timesheet Reports.

Technician punctuality

You can track technician punctuality by comparing the scheduled arrival window to when the technician actually started work. The scheduled arrival is the designated time frame set for the job. The actual arrival can be determined by tracking when the technician first updates the job status — for example, when they select On the Way or Started.

The technician’s clock-in time is on a separate report, the timesheet report. Comparing the job’s scheduled arrival window to the time the technician selects a given custom status is the most direct way to evaluate late arrivals against the job schedule.

Video walkthrough: Building the common job reports, including profit margin, lead source, and duration

FAQs

Can I save a job report to use again?

Yes — either as a saved report you reopen from Select Report, or as a widget on your Pulse Dashboard. See How to Use Raw Data Reporting for the saving steps.

Can I export a job report to a spreadsheet?

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

Related articles

• How to Use Raw Data Reporting
• How to Create a Job
• Setting Up Job Costing
• How to Create Timesheet Reports
• How to Create Customer Reports

Your job report is working when the table returns the jobs you expected for the date range, shows the status, duration, and financial columns you selected, and narrows to the jobs you care about once your filters are applied.