Use the Orders tab to create reports based on purchase order data including order number, payment status, received date, and more. Some common purchase order reports include purchase orders by order status, vendor, and key dates.

Create a Purchase Order Report

Date Range

Begin by selecting the start date range for which you’d like to report on. Click on the calendar icon to select a preset date range and click Load Data.

Today: From 12:00 AM to the current time
Yesterday: Previous day from 12:00 AM to 11:59 PM
This Week: From Monday through Sunday of the current week
Last Week: Previous week
Last 7 Days: Previous seven days, including today
This Month: From the first of the current month to the current day
Last Month: Entire month before the current month
Last 30 Days: Previous 30 days, including today
Custom: Use the calendar to select start and end dates

Columns

Select the columns to include in your report by clicking Columns. The purchase order report includes these columns by default:

ID: Purchase order number
Title: Purchase order title
Order Number: Supplier order number
Status: Purchase order status
Payment Status: Payment status
Address: Delivery or pickup address
Vendor: Supplier
Tax Rate: Tax rate
Delivery Method: Delivery or pickup
Delivery Instructions: Delivery instructions
Comment:
Customer: Related customer
Related Project:
- Name: Related project
- Status: Status of the related project
Parent Job:
- Name: Related job
- Status: Status of the related job
Parent Invoice: Related invoice
Created At: Date and time the purchase order was created
Assigned: Assigned team member
Order At: Date and time the purchase order was ordered
Expected Delivery At: Date and time the purchase order is expected to be delivered
Received At: Date and time the purchase order was delivered
Total: Total dollar amount of purchase order
Customer
- Custom Fields: User-created fields related to the customer record
- Customer Phone: Customer’s primary phone number
- Customer Email: Customer’s primary email address
- Customer Phone 2: Customer’s secondary phone number
- Customer Email 2: Customer’s secondary email address
- Customer Assigned To: User assigned to customer record
- Customer Lead Source: Lead source on the customer record
- Customer Pipeline Status: Customer’s custom sales pipeline status
- Customer Next Steps: Next steps listed on custom sales pipeline
- Customer Notes: Notes on customer record
- Customer Job Notes: Job notes on customer record (automatically inserted onto job records)
- Customer Created Date: Date and time the customer was added to FieldPulse
- Customer Tags: Tags attached to the customer record
Tags: Tags on purchase order
Custom Fields: User-created fields related to the purchase order

Filters

Before running the report, set filters to narrow your results. From the Filters icon, select how you want to filter the report:

ID: filter by contents
Title: filter by contents
Order Date: filter by date
Order Number: filter by contents
Status: select status
Payment Status: select status
Address: select address
Vendor: select supplier
Tax Rate: select tax rate
Delivery Method: select delivery or pickup
Delivery Instructions: select delivery instructions
Comment: select comment
Customer: filter by contents
Related Project: select project
Parent Job: filter by contents
Parent Invoice: filter by contents
Created At: filter by date
Assigned: filter by contents
Order At: filter by date
Expected Delivery Date: filter by date
Expected Delivery At: filter by date
Date Received: filter by date
Received At: filter by date
Total: filter by contents
Customer
- Customer Phone: select phone number
- Customer Email: select email address
- Customer Phone 2: select phone number
- Customer Email 2: select email address
- Customer Assigned To: filter by contents
- Customer Pipeline Status: select 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
Tags: select tag
Custom Fields: select custom field

When filtering by contents, you will need to choose an operator and then enter values to filter the data. Use the table below to learn more about each operator.

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 Purchase Order Reports

Purchase Orders by Order Status

Use this report to sort your purchase orders by status. Columns: Customize to your needs, but must include Status Group By: Status

Purchase Orders by Vendor

Use this report to sort your purchase orders by vendor. Columns: Customize to your needs, but must include Vendor Group By: Status

Purchase Order Key Dates

Use this report to view all key dates associated with your purchase orders. Columns: Customize to your needs, but must include Created At, Order At, Expected Delivery At, and Received At.

Have additional questions? Contact us at support@fieldpulse.com or use the chat feature in the bottom right corner of your screen.

​Create a Purchase Order Report

​Date Range

​Columns

​Filters

​Common Purchase Order Reports

​Purchase Orders by Order Status

​Purchase Orders by Vendor

​Purchase Order Key Dates