Use the Jobs > Tasks tab to create reports based on task data including task category, status, assigned team members, and more. Some common task reports include tasks by category and by customer.
Create a Tasks 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 task report includes these columns by default:
#ID: Job number
Customer: Customer linked to the task
Contact
Contact Name: Customer contact selected on task
Contact Email: Customer contact’s email address selected on task
Contact Phone: Customer contact’s phone number selected on task
Title: Task title
Subtitle: Task subtitle
Status: Task workflow status
Start Date/Time: Date and time the task was scheduled to begin
End Date/Time: Date and time the task was scheduled to end
Created At: Date and time the task was created in FieldPulse
Created By: Author of the task
Location: Service location for the task
Assigned Team Members: Users assigned to the task
Assigned Teams: Teams assigned to the task
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
Total Amount Paid: Amount paid on related invoice
Assets: Assets linked to the task
Related Estimates and Invoices: Record numbers for estimates and invoices linked to the task
Notes: Notes on task record
Field Notes: Notes left by assigned user(s) on the task
Tags: Tags attached to the task
Related Project: Project linked to the task
Job Duration: Time spent in In Progress status type, recorded in HH:MM:SS
Job Duration Decimal: Time spent in In Progress status type, recorded in hours
Scheduled Duration: Time scheduled for the job, recorded in HH:MM:SS
Scheduled Duration Decimal: Time scheduled for the job, recorded in hours
Travel Duration: Time spent in On The Way status type, recorded in HH:MM:SS
Travel Duration Decimal: Time spent in On The Way status type, recorded in hours
Total Timesheet Duration: Sum of all timesheets related to the task, recorded in HH:MM:SS
Total Timesheet Duration Decimal: Sum of all timesheets related to the task, recorded in hours
Custom Fields: User-created fields related to the task
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
Custom Fields: User-created fields related to the customer record
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 customer record
Customer Lead Source: 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)
Customer Created Date: Date and time the customer was added to FieldPulse
Customer Tags: Tags attached to the customer record
Category Name: Task category type
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
Customer: filter by contents
Contact
Contact Name: select name
Contact Email: select email address
Contact Phone: select phone number
Title: filter by contents
Subtitle: filter by contents
Status: select status
Start Date/Time: filter by date
End Date/Time: filter by date
Created At: filter by contents
Created By: filter by contents
Location: filter by contents
Assigned Team Members: filter by contents
Assigned Teams: filter by contents
Assets: filter by contents
Related Estimates and Invoices: filter by contents
Notes: filter by contents
Field Notes: filter by contents
Tags: filter by contents
Related Project: select project
Job Duration: filter by contents
Job Duration Decimal: filter by contents
Scheduled Duration: filter by contents
Scheduled Duration Decimal: filter by contents
Travel Duration: filter by contents
Travel Duration Decimal: filter by contents
Total Timesheet Duration: filter by contents
Total Timesheet Duration Decimal: filter by contents
Customer
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
Customer Created Date: filter by contents
Customer Tags: filter by contents
Category Name: select category
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 Task Reports
Tasks by Category
Use this report to sort your tasks by category, providing you better insights into the frequency and duration of each task category.
Columns: Customize to your needs, but must include Category Name.
Group By: Category Name
Tasks by Customer
Use this report to sort your tasks by customer.
Columns: Customize to your needs, but must include Customer.
Group By: Customer
Have additional questions?
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