Use the Reminders tab to create reports based on reminder data including related entity, created date, read date, and more.
Create a Reminder 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 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 reminder report includes these columns by default:
Title: Reminder title
Created At: Date and time reminder was created
Read At: Date and time reminder was read
Related Entity: Related record type
Related Entity Name: Name of related record
Filters
Before running the report, set filters to narrow your results. From the Filters icon, select how you want to filter the report:
Title: select title
Created At: filter by date
Read At: filter by date
Related Entity: filter by contents
Related Entity Name: filter by contents
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?
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