Use the Customers tab to create reports based on customer data including location, tags, custom fields, and more. Some common customer reports include customers by pipeline status, lead source, and invoice total.
Create a Customer 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 customer report includes these columns by default:
Display Name: Customer display name (if synced with QuickBooks)
First Name: Customer first name
Last Name: Customer first name
Company Name: Customer company name (if commercial)
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 the customer record
Customer Lead Source: Customer lead source
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)
Location: Customer service address
Status: Customer status
Created At: Date and time the customer record was created in FieldPulse
Total Invoice Amount: Total amount on related invoice
Total Estimate Amount: Total amount on related estimate
Total Invoice Amount Due: Remaining balance on related invoice
Estimate - Product
Estimate - Total Product Cost: Sum of product line item costs on related estimate
Estimate - Total Product Amount: Sum of product line item prices on related estimate
Estimate - Total Product Margin: Overall margin on product line items on related estimate
Estimate - Service
Estimate - Total Service Cost: Sum of service line item costs on related estimate
Estimate - Total Service Amount: Sum of service line item prices on related estimate
Estimate - Total Service Margin: Overall margin on service line items on related estimate
Invoice - Product
Invoice - Total Product Cost: Sum of product line item costs on related invoice
Invoice - Total Product Amount: Sum of product line item prices on related invoice
Invoice - Total Product Margin: Overall margin on product line items on related invoice
Invoice - Service
Invoice - Total Service Cost: Sum of service line item costs on related invoice
Invoice - Total Service Amount: Sum of service line item prices on related invoice
Invoice - Total Service Margin: Overall margin on service line items on related invoice
Customer Tags: Tags attached to the customer record
Custom Fields: User-created fields related to the customer record
Filters
Before running the report, set filters to narrow your results. From the Filters icon, select how you want to filter the report:
Display Name: select name
First Name: select name
Last Name: select name
Company Name: select name
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 Lead Source: select lead source
Customer Pipeline Status: select status
Customer Next Steps: filter by contents
Customer Notes: filter by contents
Customer Job Notes: filter by contents
Location: filter by contents
Status: select status
Created At: filter by date
Customer Tags: filter by contents
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 Customer Reports
Customer Invoice Total
Use this report to view the total invoice amount for each customer.
Columns: Customize to your needs but must include First Name, Last Name, and Total Invoice Amount.
Customers by Pipeline Status
Use this report to view your customers sorted by pipeline status.
Columns: Customize to your needs but must include First Name, Last Name, and Pipeline Status.
Group By: Pipeline Status
Customers by Lead Source
Use this report to view your customers sorted by lead source.
Columns: Customize to your needs but must include First Name, Last Name, and Lead Source.
Group By: Lead Source
Have additional questions?
Contact us at support@fieldpulse.com or use the chat feature in the bottom right corner of your screen.