> ## 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 Use Franchise Roll-Up Reporting > Run one roll-up report across every franchisee location in FieldPulse, save it for reuse or as a dashboard widget, and export the data as a CSV. > **Who uses this:** The franchisor, from the franchisor account, across every franchisee location. **Availability:** FieldPulse accounts set up with the franchise structure. Roll-up reporting gives the franchisor consolidated data from every franchisee location in one report. You pick the record type you want to report on, set a date range, and the report returns the matching records from across the franchise, with a **Company** column showing which franchisee each row came from. From there the report behaves like the rest of [FieldPulse reporting](https://www.fieldpulse.com/features/dashboards-and-reporting) — filter it, save it, or export it. ## Overview Roll-up reporting answers franchise-wide questions without opening each franchisee account one at a time. With access to accurate and up-to-date data across every location, the franchisor can make informed, data-driven decisions — identifying trends, understanding market dynamics, and determining the effectiveness of marketing strategies or operational changes. Roll-up reporting sits under the **Reporting** tab, and each record type has its own tab across the top of it — **Invoices**, **Estimates**, **Jobs**, **Assets**, **Maintenance Agreements**, **Tasks**, **Payments**, **Projects**, **Orders**, **Subtasks**, **Timesheets**, **Site Visits**, **Invoice Items**, and **Reminders** among them. Like other reporting done within FieldPulse, you can use filters and columns to customize any roll-up report further. ## Before you begin * Roll-up reporting is run by the franchisor, from the franchisor account. [Franchise Overview](/settings/account-structures/franchise-overview) covers the franchisee list the report draws on. * Decide which record type you want to report on — for example, all jobs created by each franchisee — and the date range you want the report to cover. ## Run a roll-up report 1. In the left-side menu, under **Management**, select **Reporting**. 2. Select **Roll-Up Reporting** in the top menu. 3. Select the tab for the record type you want to report on — **Jobs**, for example. 4. Set the **Date Type** and the **Date Range**. 5. Select the blue **Apply** button. The Roll-Up Reporting tab open on the Jobs record type, with Reporting highlighted in the left-side menu, the record type tabs and Date Range highlighted, and job rows listed under a Company column naming the franchisee Use **Filters** to narrow the report and **Columns** to choose which fields appear, the same way you would on any other FieldPulse report. See [How to Use Raw Data Reporting](/reporting/raw-data/using-raw-data-reporting) for how those controls work. ## Save and export the report Once the report is generated, save it for reuse or export the data. Select **Save** next to **Select Report**, then choose a saving option: * **Save Report as New** — saves the report under **Select Report** for easy access in the future. Title the report and save it. * **Save Report as Widget** — saves the report as a widget you can add to your customized [Pulse Dashboard Overview](/reporting/pulse/pulse-dashboard) in the future. Title the widget and save it. The Save menu open beside Select Report on the Roll-Up Reporting Jobs tab, listing Save Report as New, Save Report as Widget, and Export Report Config as JSON To take the data out of FieldPulse, select **Export CSV**. The franchisor can export the generated report in a CSV format for further analysis or for sharing with stakeholders. The Export CSV button highlighted at the right of the Roll-Up Reporting toolbar, beside Filters, Columns, Quick Reports, and Pivot Table ## Related articles * [Franchise Overview](/settings/account-structures/franchise-overview) * [Franchise Royalty Reporting Overview](/settings/account-structures/franchise-royalty-reporting) * [Master Account Overview](/settings/account-structures/master-account) * [How to Use Raw Data Reporting](/reporting/raw-data/using-raw-data-reporting) * [Pulse Dashboard Overview](/reporting/pulse/pulse-dashboard) Your roll-up report is working when you pick a record type and date range, select **Apply**, and get one table covering every franchisee location — ready to save under **Select Report**, keep as a Pulse dashboard widget, or export as a CSV. ## Related topics - [Franchise Overview](/settings/account-structures/franchise-overview.md) - [Account Structures & Franchises](/settings/account-structures/index.md) - [Franchise Royalty Reporting Overview](/settings/account-structures/franchise-royalty-reporting.md) - [Master Account Overview](/settings/account-structures/master-account.md)