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See how FieldPulse raw data reporting turns any record type into a table you can filter, group, and save, and find the guide for each report type. Who uses this: Admins have Full Reporting access, and Team Managers can be given it. Service Agents and Limited Agents do not have Full Reporting access. Availability: All regions.

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Overview

A raw data report is a table of one record type, shaped by the date range, columns, filters, and grouping you choose. You open it from Reporting under Management in the left-side menu, then select the tab for the record type you want to report on. Every report follows the same steps, and you can save a report and turn it into a dashboard widget.

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How it works

  • Pick a record type: Select the tab for the record type.
  • Shape the report: Choose the date type, columns, filters, and grouping.
  • Save it: Save the report to reuse it.
  • Dashboard: Turn a saved report into a widget on your Pulse Dashboard.
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