> ## Documentation Index
> Fetch the complete documentation index at: https://help.fieldpulse.com/llms.txt
> Use this file to discover all available pages before exploring further.

# How to Create Reminder Reports

> Use the Reminders tab in FieldPulse raw data reporting to report on reminders by related record, created date, or read status so nothing slips through.

> **Who uses this:** Admins have full reporting access, and Team Managers can be given it. Service Agents and Limited Agents do not have reporting access. **Availability:** All regions.

A reminder report is built from the **Reminders** tab in raw data reporting, and it pulls reminder data — the reminder title, when the reminder was created, when it was read, and the record it is attached to — into one table. That table is how you confirm the follow-ups your team set are getting seen.

## Overview

A reminder report answers one question about your follow-ups: which reminders match the conditions you care about. Reminders are set on jobs, customers, estimates, invoices, and other records, so the report is where you see them together instead of one record at a time. The **Read At** column carries the date and time a reminder was read.

Building a reminder report follows the same path as every other raw data report — set a date range, choose the columns, set filters, then read the table. Reminder reporting is part of [FieldPulse's dashboards and reporting](https://www.fieldpulse.com/features/dashboards-and-reporting). For the parts of the reporting flow that are the same on every record type — saving a report, adding it to your dashboard, and exporting to CSV — see [How to Use Raw Data Reporting](/reporting/raw-data/using-raw-data-reporting).

## Video walkthrough

<Frame caption="Video walkthrough: Creating a report in raw data reporting">
  <iframe src="https://www.loom.com/embed/437e2f91c48142ee959051d74cc1a458?hide_owner=true&hide_share=true" width="100%" height="420" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" allowfullscreen />
</Frame>

## Before you begin

* Set the reminders you want to report on. See [Reminders Overview](/settings/app-preferences/reminders).

* Check that your role has reporting access. An Admin has full reporting access; a Team Manager needs **Full Reporting access** turned on.

## Set the date range

1. Select **Reporting** under the **Management** tab in the left-side menu.

2. Select the **Reminders** tab, then select **Raw Data**.

3. Select the calendar icon and choose the start date range you want to report on.

4. Select **Load Data**.

<img src="https://mintcdn.com/fieldpulse/em1xiUM_iWHuMCAr/static/images/_api/9500268-reminder-reports/01.png?fit=max&auto=format&n=em1xiUM_iWHuMCAr&q=85&s=47729c3a28d41f3f6b0dd534470ddeec" alt="The Start Date Range calendar in raw data reporting, with preset ranges from Today through Last 30 Days listed beside two month calendars" width="1642" height="794" data-path="static/images/_api/9500268-reminder-reports/01.png" />

The calendar offers these presets:

| **Preset**       | **Date range**                                    |
| ---------------- | ------------------------------------------------- |
| **Today**        | 12:00 AM to the current time                      |
| **Yesterday**    | The previous day, 12:00 AM to 11:59 PM            |
| **This Week**    | Monday through Sunday of the current week         |
| **Last Week**    | The previous week                                 |
| **Last 7 Days**  | The previous seven days, including today          |
| **This Month**   | The first of the current month to the current day |
| **Last Month**   | The entire month before the current month         |
| **Last 30 Days** | The previous 30 days, including today             |
| **Custom**       | Start and end dates you select on the calendar    |

## Choose your columns

Select **Columns** to choose which reminder fields appear in the report table and the order they appear in.

<img src="https://mintcdn.com/fieldpulse/em1xiUM_iWHuMCAr/static/images/_api/9500268-reminder-reports/02.png?fit=max&auto=format&n=em1xiUM_iWHuMCAr&q=85&s=4ee7671fda0e472ce8ba2759f376cac3" alt="The Columns panel open in raw data reporting, with a checkbox for each report field and the Columns button highlighted in the toolbar" width="1200" height="717" data-path="static/images/_api/9500268-reminder-reports/02.png" />

The reminder report includes these columns by default:

| **Column**              | **What it holds**                              |
| ----------------------- | ---------------------------------------------- |
| **Title**               | The reminder title                             |
| **Created At**          | Date and time the reminder was created         |
| **Read At**             | Date and time the reminder was read            |
| **Related Entity**      | The type of record the reminder is attached to |
| **Related Entity Name** | The name of the related record                 |

## Set your filters

Before running the report, set filters to narrow the results. Select the **Filters** icon, then choose how you want to filter the report.

<img src="https://mintcdn.com/fieldpulse/em1xiUM_iWHuMCAr/static/images/_api/9500268-reminder-reports/03.png?fit=max&auto=format&n=em1xiUM_iWHuMCAr&q=85&s=0a6dbe47c0368aef870c2c0230c32b60" alt="The Filters panel open in raw data reporting, with an expandable list of report fields and the Filters button highlighted in the toolbar" width="1200" height="723" data-path="static/images/_api/9500268-reminder-reports/03.png" />

| **Field**               | **How you filter** |
| ----------------------- | ------------------ |
| **Title**               | Select the title   |
| **Created At**          | Filter by date     |
| **Read At**             | Filter by date     |
| **Related Entity**      | Filter by contents |
| **Related Entity Name** | Filter by contents |

### Filter operators

When you filter by contents, choose an operator and then enter the values to filter the data on.

| **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          |

## Tips

* To surface the reminders nobody has opened yet, filter **Read At** with the **Blank** operator.

* Filter on **Related Entity** to narrow the report to reminders attached to one record type, and add **Related Entity Name** to see which record each one belongs to.

## FAQs

### Can I save a reminder report to use again?

Yes. Select **Save as Report**, then **Save as New** to store it under **Select Report**, or **Save as Widget** to add it to your Pulse Dashboard. See [How to Use Raw Data Reporting](/reporting/raw-data/using-raw-data-reporting) for the full saving flow.

### Can I export a reminder report to a spreadsheet?

Yes. Select **Export CSV** to download the report currently on your screen as a CSV file to your device.

## Related articles

* [How to Use Raw Data Reporting](/reporting/raw-data/using-raw-data-reporting)

* [Reminders Overview](/settings/app-preferences/reminders)

* [How to Create Task Reports](/reporting/raw-data/task-reports)

* [How to Create Subtask Reports](/reporting/raw-data/subtask-reports)

Your reminder report is working when the table returns the reminders you expected for the date range you selected, shows the columns you chose, and narrows to the reminders you care about once your filters are applied.


## Related topics

- [Reminders Overview](/settings/app-preferences/reminders.md)
- [How to Use Raw Data Reporting](/reporting/raw-data/using-raw-data-reporting.md)
- [Raw Data Reporting](/reporting/raw-data/index.md)
- [How to Create Task Reports](/reporting/raw-data/task-reports.md)