Generate reports from the FieldPromax reports library. Choose from default and custom report types, apply filters, and view results in an interactive grid with sorting and grouping.
Before you start:
- You must have an Administrator role or report viewing permissions.
- Reports pull live data, so ensure your work orders, timecards, and invoices are up to date for accurate results.
How to Access
Navigate to Reports from the main menu. The reports selection page shows all available report types organized by category.
Report Categories
Reports are organized into groups for easy navigation. The default reports include categories such as:
- Work Orders — open work orders, closed work orders, work order aging, and work order detail reports.
- Customers — customer lists, customer revenue, and customer activity reports.
- Service Providers — technician performance, hours worked, and job completion rates.
- Invoices & Payments — invoice aging, payment history, and revenue summaries.
- Timecards — timecard detail, timecard summary, and hours by job code.
- Estimates — estimate status, conversion rates, and estimate aging.
- Equipment — equipment service history and equipment usage reports.
Each group can be expanded or collapsed using the accordion controls. All groups are expanded by default when you first open the page.
Select and Run a Report
- On the Reports page, browse the report categories or use the search functionality.
- Click on the report name to select it (for example, "Work Order Detail Report").
- The report configuration page opens with filter options.
- Set your Date Range using the start and end date pickers.
- Apply additional filters as needed:
- Service Provider — filter by specific team members.
- Customer — limit results to a specific customer.
- Job Type — filter by job category.
- Status — show only work orders in a particular status.
- Click Generate or Run Report to view the results.
Result: The report loads in an interactive grid view with sortable columns, pagination, and the ability to expand grouped rows.
Default Reports vs. Custom Reports
The reports page has two main tabs:
- Default Reports — pre-built reports that cover the most common reporting needs. These cannot be deleted but can be favorited for quick access.
- Custom Reports — reports you or your team have created with custom configurations. These appear in a separate tab and can be edited or deleted.
View Report Descriptions
Click the Info icon next to any report name to toggle its description. This tells you exactly what data the report includes and how it is organized.
Tip: Start with the default reports to understand what data is available. Once you know which filters and columns you need most often, consider creating a custom report or using AI-Powered Reports for specialized queries.
Interact with Report Data
Once a report is generated, you can:
- Sort by clicking any column header.
- Group by dragging a column header to the grouping area.
- Search within the results using the search box.
- Paginate through large result sets using the pager at the bottom.
- View Charts — some reports include a chart view that visualizes the data as bar, line, or pie charts.
Next Steps
- AI-Powered Reports — generate reports using natural language prompts.
- Favorites & Exporting — save reports as favorites and export to PDF or Excel.
- Dashboard Overview — view key metrics at a glance.