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.
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 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.
Customizing a Report
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.
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.
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.
Columns
This functionality allows you to select which columns to display in your data table and in which order to display them.
Pivot Table
This functionality allows you to create a pivot table based on the dataset provided. A pivot table is an interactive data table that lets you summarize large datasets into specific segments.
Saving a Report
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.
Export CSV
This will initiate a download of the report currently displayed on your screen as a CSV file to your device.
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.
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 in the highlighted area, then hover over Chart Range. You can now select the visual report type you'd like to use.
Use the Settings tab to adjust the report type and color scheme of your visual report.
Use the Data tab to adjust which categories are displayed on your visual report, as well as which fields are excluded.
Use the Format tab to adjust the report appearance, including font type, font size, and legend specifics.
To learn more, watch the FieldPulse360: Reporting Upgrades session.
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.