> ## 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.

# Reminder Reports

> Report on reminders by related record, created date, or read status to confirm nothing slipped through.

Use the *Reminders* tab to create reports based on reminder data including related entity, created date, read date, and more.

***

# Create a Reminder Report

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## Date Range

Begin by selecting the start date range for which you’d like to report on. Click on the calendar icon to select a date range and click *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="Reminder Reports date range calendar with preset options and Load Data button" width="1642" height="794" data-path="static/images/_api/9500268-reminder-reports/01.png" />

* **Today:** From 12:00 AM to the current time

* **Yesterday:** Previous day from 12:00 AM to 11:59 PM

* **This Week:** From Monday through Sunday of the current week

* **Last Week:** Previous week

* **Last 7 Days:** Previous seven days, including today

* **This Month:** From the first of the current month to the current day

* **Last Month:** Entire month before the current month

* **Last 30 Days:** Previous 30 days, including today

* **Custom:** Use the calendar to select start and end dates

## Columns

<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="Click on Columns" width="1200" height="717" data-path="static/images/_api/9500268-reminder-reports/02.png" />

Select the columns to include in your report by clicking *Columns*. The reminder report includes these columns by default:

* **Title:** Reminder title

* **Created At:** Date and time reminder was created

* **Read At:** Date and time reminder was read

* **Related Entity:** Related record type

* **Related Entity Name:** Name of related record

## Filters

<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="Click on Filters" width="1200" height="723" data-path="static/images/_api/9500268-reminder-reports/03.png" />

Before running the report, set filters to narrow your results. From the *Filters* icon, select how you want to filter the report:

* **Title:** select title

* **Created At:** filter by date

* **Read At:** filter by date

* **Related Entity:** filter by contents

* **Related Entity Name:** filter by contents

When filtering by contents, you will need to choose an operator and then enter values to filter the data. Use the table below to learn more about each operator.

| **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          |

***

**Have additional questions?**

*Contact us at [support@fieldpulse.com](mailto:support@fieldpulse.com) or use the chat feature in the bottom right corner of your screen.*
