How to Create User Reports

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.

A user report is built from the Users tab in raw data reporting, and it pulls each team member’s profile, job activity, estimates, invoices, labor cost, timesheet hours, and login activity into one table with a row per user. That table is how you see one person’s full footprint without matching several reports by hand.

Overview

A user report answers one question about your team: what does each person’s work look like across the whole system. Use it to compare productivity before a performance review, check labor cost and hours before payroll, or review roles, status, and last login when you manage licenses. Common user reports include team member performance, payroll and labor cost, and license and seat review. The user report covers every role: Administrators, Team Managers, Service Agents, Limited Agents, and Assignment Users. Building a user report follows the same path as every other raw data report: choose a date type, set a date range, select your users, choose the columns, set filters, then read the table. See How to Use Raw Data Reporting.

Video walkthrough

Video walkthrough: Creating a report in raw data reporting

Before you begin

Add the team members you want to report on. See How to Add New Users.
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 type

Select Reporting under the Management tab in the left-side menu.
Select the Users tab, then select Raw Data.
Select a Date Type. The date type sets which user date the report runs on, so pick the one that matches the question you are answering.

Date type	The date it uses
Created Date	When the user account was created
Last Login Date	When the user last signed in
Last Updated Date	When anything on the user’s profile last changed

Set the date range

Select the calendar icon and choose the start date range you want to report on.
Select the users to include, or leave the field empty to include everyone. You can search by name or by team.
Select Load Data.

The Users tab open on the Raw Data sub-tab in Reporting, with the Date Type, Date Range, and Users fields and the Load Data button highlighted, and Reporting highlighted under Management in the left-side menu

Choose your columns

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

The Columns panel open on the user report, with a checkbox for each Basic Info field and the Columns button highlighted in the toolbar

The user report includes these columns by default, listed in the order they appear:

Column	What it holds
First Name, Last Name, Display / Full Name	The user’s name as it appears on schedules, jobs, and assignments
Role	Administrator, Team Manager, Service Agent, Limited Agent, or Assignment User
User Status	Active or Inactive (deactivated)
Email	The user’s email, which is also the login
Phone Number	The user’s phone number
Teams as Member	Teams the user belongs to, as a list
Teams as Manager	Teams the user manages, as a list
Tags	Tags on the user’s profile, comma separated
Created Date	Date the account was created
Profile Last Updated Date	Date and time the profile last changed
Deactivated Date	Date the account was deactivated, blank for active users
Notes	Notes on the user’s profile
Required To Sign in With Google	True or False
Reporting Access	Whether the user has the Ability to use the reporting feature permission
Inventory Hub Assigned to	The inventory hub the user is assigned to
Inventory Full Adjustment Hubs	Hubs where the user can fully adjust inventory
Inventory only adjust count Hubs	Hubs where the user can only adjust counts
Inventory view only Hubs	Hubs where the user can only view inventory
Total Jobs Assigned	Jobs the user is assigned to
Total Jobs Completed	Assigned jobs with a Completed status type
Total Jobs Canceled	Assigned jobs with a Canceled status type
Total Site Visits Assigned	Site visits assigned to the user
Total Site Visits Completed	Site visits the user completed
Total Tasks Assigned	Tasks assigned to the user
Total Tasks Completed	Tasks the user completed
Total Subtasks Assigned	Subtasks assigned to the user
Total Subtasks Completed	Subtasks the user completed
Total Job Actual Duration	Time the user’s jobs spent In Progress, in HH:MM:SS. A decimal-hours version sits beside it.
Avg Job Actual Duration	Average time per job in In Progress, in HH:MM:SS and decimal hours
Total On-the-Way Duration	Time the user’s jobs spent On The Way, in HH:MM:SS and decimal hours
Avg On-the-Way Duration	Average time per job in On The Way, in HH:MM:SS and decimal hours
Total Call Backs	Jobs carrying the callback tag
Call back Percentage	Total call backs divided by total jobs completed
Estimates Created	Estimates the user created
Estimates Created on Assigned Jobs	The part of Estimates Created where the user is also assigned to the job
Estimate Total Created	The dollar total of estimates the user created
Estimate Total Created on Assigned Work Orders	The dollar total of estimates on jobs the user is assigned to
Estimates Sent	Estimates the user sent through public links
Estimates Accepted	Estimates the user created that were accepted at any point
Number of Estimates Converted	Estimates the user created that became an invoice
Estimate Conversion Rate	Estimates converted divided by estimates created
Avg Estimate Value	Total estimate dollars divided by estimates created
Invoices Created (#)	Invoices the user created
Invoices Sent	Invoices the user created and sent
Invoices Partially Paid	Invoices the user created that are partially paid
Invoices Paid	Invoices the user created that are fully paid
Total Invoiced (Author)	The sum of totals on invoices the user created
Average Invoice Amount	Total invoiced divided by invoices created
Discount Amounts Given	Discounts on the invoices and estimates the user created
Commission Eligible	Whether the user can earn commission
Commission Calculation Method	Company Default or Custom (User-Specific)
Commission Amounts Earned	Commission where the user is the recipient
Hourly Billing Rate	What you charge customers per hour of the user’s work
Hourly Cost Rate	What the user costs you per hour, blank if not filled in
Total Labor Cost	Hourly Cost Rate multiplied by general timesheet hours
Total Billable Amount	Hourly Billing Rate multiplied by job timesheet hours
Total Hours (general timesheet)	Whole-workday clock in and clock out time, in decimal hours
Total Job-Tracking Hours	Time clocked against jobs, in decimal hours. Only clocked-out sessions count.
Utilization %	Job-tracking hours divided by general timesheet hours
Customers Assigned To	Customers whose Assigned To field is the user
New Customers Created	Customers the user created
Number of Purchase Orders Created	Purchase orders the user created
Created Purchase Orders Total	The dollar total of those purchase orders
Inventory Adjustments Count	Inventory adjustment and count events by the user
Custom Forms Created	Custom form submissions the user started
Custom Forms Completed	Custom form submissions the user completed
Last Login Date	The user’s most recent successful sign-in
Login Count	Sign-ins in the date range
Platform	Where the user last accessed FieldPulse: Web, iOS, or Android
Total Records Created	All records the user created, including jobs, estimates, invoices, and customers
Last Activity Timestamp	The user’s most recent action, which can differ from Last Login Date
Account Age (days)	Days since the account was created

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.

The Filters panel open on the user report, with an expandable list of Basic Info fields and the Filters button highlighted in the toolbar

The Filters panel offers the same user fields as the columns list. Most fields filter by contents, so you choose an operator and enter a value. These fields filter differently:

Field	How you filter
Created Date, Profile Last Updated Date, Deactivated Date	Filter by date
Last Login Date, Last Activity Timestamp	Filter by date
Role	Select the role
User Status	Select the status

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	Role - Equals Service Agent	For all Service Agents only
Not Equal	Different from a specified value	User Status - Not Equal to Inactive	For all users except deactivated users
Less Than	Lower than a specified value	Total Jobs Completed - Less than 5	For all users with fewer than 5 completed jobs
Less Than or Equal To	Lower than or equal to a specified value	Last Login Date - Less than or equal to 9/1/2026	For all users who last signed in on or before 9/1/2026
Greater Than	Greater than a specified value	Utilization % - Greater than 80	For all users with utilization above 80%
Greater Than or Equal To	Greater than or equal to a specified value	Created Date - Greater than or equal to 1/1/2026	For all users created on or after 1/1/2026
In Range	Including and between two specified values	Estimates Created - Between 5 and 10	For all users who created 5 to 10 estimates
Starts With	Begins with a specified value	Email - jordan	For all users whose email begins with jordan
Ends With	Ends with a specified value	Email - @examplehvac.com	For all users whose email ends with @examplehvac.com
Blank	No values are in the field	Deactivated Date	For all users with no deactivation date, meaning active users
Not Blank	Values in the field	Hourly Cost Rate	For all users with an hourly cost rate filled in

Common user reports

These are the column combinations behind the user reports companies run most often.

Team member performance

Use this report to compare productivity across your team before a review. Customize the columns to your needs, but include Display / Full Name, Total Jobs Completed, Estimate Conversion Rate, and Total Invoiced (Author).

Payroll and labor cost

Use this report to check hours and cost before you run payroll. Customize the columns to your needs, but include Display / Full Name, Total Hours (general timesheet), Hourly Cost Rate, Total Labor Cost, and Utilization %.

License and seat review

Use this report to see who has access and who is still using it. Customize the columns to your needs, but include Display / Full Name, Role, User Status, Last Login Date, and Login Count.

FAQs

What loads if I don’t select a user? The report loads every user. Select one or more users in the user field to narrow it down. Can I save a user 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 for the full saving flow. Can I export a user report to a spreadsheet? Yes. Select Export CSV to download the report currently on your screen as a CSV file to your device. Can I run a user report in the mobile app? No. Raw data reporting is a web experience, so open Reporting from a browser.

Your user report is working when the table loads one row per team member with the columns you chose.

Getting Started

Customers & CRM

Jobs, Projects & Field Work

Estimates & Invoices

Payments & Financing

Scheduling & Dispatch

Inventory & Materials

Reporting & Analytics

Maverick

Team, Account & Settings

Add-Ons & Premium

Integrations

Troubleshooting & Reference

Training & Resources

Overview

Video walkthrough

Before you begin

Set the date type

Set the date range

Choose your columns

Set your filters

Filter operators

Common user reports

Team member performance

Payroll and labor cost

License and seat review

FAQs

​Overview

​Video walkthrough

​Before you begin

​Set the date type

​Set the date range

​Choose your columns

​Set your filters

​Filter operators

​Common user reports

​Team member performance

​Payroll and labor cost

​License and seat review

​FAQs

​Related articles

Overview

Video walkthrough

Before you begin

Set the date type

Set the date range

Choose your columns

Set your filters

Filter operators

Common user reports

Team member performance

Payroll and labor cost

License and seat review

FAQs

Related articles