With FieldPulse's reporting features, with just a few clicks you can easily export your:

  • Customer Data

    • This will live under the 'Customer' Tab on the left hand menu

  • Job Data

  • Invoice Data (as well as estimates)

  • Payments

  • Timesheets

  • Commissions

  • Forms

  • Projects

  • Maintenance Agreements

  • Files

  • Review Management

Here is a quick overview video outlining our reporting capabilities.


To begin exporting one of these, click here to go directly to the reporting page, or click on 'Reporting' in the main menu on the left hand side. 

On any of the reporting pages, the procedure is the same. Select the date range to display and then click 'Run Report'. 

That will show you a report of all of the particular items for that date range. Click 'Export' to save a spreadsheet with the data to your computer. 

Repeat this process for all of the items you'd like to export data for. 

Congratulations! You just exported your data from FieldPulse. If you need any help please email us at support@fieldpulse.com or live chat with us using the blue button in the bottom right corner.

Did this answer your question?