> ## 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 User Reports

> Build a user report in FieldPulse to compare each team member's jobs, estimates, invoices, labor cost, and hours before a review or payroll run.

> **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](/reporting/raw-data/using-raw-data-reporting.md).

## Video walkthrough

[https://www.loom.com/embed/437e2f91c48142ee959051d74cc1a458?hide\_owner=true\&hide\_share=true](https://www.loom.com/embed/437e2f91c48142ee959051d74cc1a458?hide_owner=true\&hide_share=true)

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](/settings/users-teams/adding-users.md).

* 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

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

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

3. 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

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

2. Select the users to include, or leave the field empty to include everyone. You can search by name or by team.

3. 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](https://mintcdn.com/fieldpulse/EVZ7fxj_8b1Ieq67/static/images/user-reports/01.png?fit=max\&auto=format\&n=EVZ7fxj_8b1Ieq67\&q=85\&s=7d927fe7ff3d5c64913f3b8552887f55)

## 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](https://mintcdn.com/fieldpulse/EVZ7fxj_8b1Ieq67/static/images/user-reports/02.png?fit=max\&auto=format\&n=EVZ7fxj_8b1Ieq67\&q=85\&s=6ae80699e64ac8165faaf4697b9901c6)

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](https://mintcdn.com/fieldpulse/EVZ7fxj_8b1Ieq67/static/images/user-reports/03.png?fit=max\&auto=format\&n=EVZ7fxj_8b1Ieq67\&q=85\&s=a22e5ebfbaf545a46298dfb95da8f4de)

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](/reporting/raw-data/using-raw-data-reporting.md) 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.

## Related articles

* [How to Use Raw Data Reporting](/reporting/raw-data/using-raw-data-reporting.md)
* [User Roles and Permissions Details](/settings/users-teams/user-roles.md)
* [How to Create Job Reports](/reporting/raw-data/job-reports.md)
* [How to Create Estimate Reports](/reporting/raw-data/estimate-reports.md)
* [How to Create Commission Reports](/reporting/raw-data/commission-reports.md)
* [How to Create Timesheet Reports](/reporting/raw-data/timesheet-reports.md)

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


## Related topics

- [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 Invoice Reports](/reporting/raw-data/invoice-reports.md)
- [How to Create Timesheet Reports](/reporting/raw-data/timesheet-reports.md)


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