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
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
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.