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Asset Reports
Updated over a week ago

Use the Asset tab to create reports based on asset data including warranty details, manufacturer, asset type, and more.


Create an Asset 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

Click on Columns

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

  • #ID: Project number

  • Title: Maintenance agreement title

  • Asset Type: Customer or company asset

  • Status: Maintenance agreement status

  • Customer: Customer linked to the agreement

  • Location: Service location for the agreement

  • Maintenance Agreement: Related maintenance agreement

  • Category: Equipment category

  • Tag: Asset tag

  • Created At: Date and time the agreement was created

  • Created By: Author of the agreement

  • Location Description: Asset location description

  • Install Date: Asset install date

  • Manufacturer: Asset manufacturer

  • Model: Asset model

  • Model Number: Model number

  • Serial Number: Serial number

  • Model Year: Model year

  • Model Details: Model details

  • Warranty Expiration: Warranty expiration date

  • Warranty Information: Warranty information

  • Condition: Asset condition

  • Issues: Asset issues

  • Notes: Asset record notes

  • Custom Fields: User-created fields related to the asset

  • Asset Last Update

    • Asset Update: Asset update details

    • Asset Update Job: Asset update related job

    • Asset Update Author: Asset update author

    • Asset Update Created Date: Asset update created date

Filters

Click on 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

  • Asset Type: select type

  • Status: select status

  • Customer: filter by contents

  • Location: filter by contents

  • Maintenance Agreement: filter by contents

  • Category: select category

  • Tag: filter by contents

  • Created At: filter by date

  • Created By: filter by contents

  • Location Description: filter by contents

  • Install Date: filter by date

  • Manufacturer: filter by contents

  • Model: filter by contents

  • Model Number: filter by contents

  • Serial Number: filter by contents

  • Model Year: filter by contents

  • Model Details: filter by contents

  • Warranty Expiration: filter by contents

  • Warranty Information: filter by contents

  • Condition: filter by contents

  • Issues: filter by contents

  • Notes: filter by contents

  • Custom Fields: select custom field

  • Asset Last Update

    • Asset Update: select update

    • Asset Update Job: filter by contents

    • Asset Update Author: filter by contents

    • Asset Update Created Date: filter by date

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


Have additional questions?

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

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