{"id":16827,"date":"2023-01-11T19:28:22","date_gmt":"2023-01-11T19:28:22","guid":{"rendered":"https:\/\/fieldnation.com\/?p=16827"},"modified":"2025-02-03T05:32:07","modified_gmt":"2025-02-03T10:32:07","slug":"year-end-reports","status":"publish","type":"post","link":"https:\/\/fieldnation.com\/resources\/year-end-reports","title":{"rendered":"Field Insider: How to generate year-end reports"},"content":{"rendered":"<p><span style=\"font-weight: 400;\">At the start of the new year, many field service organizations want to create reports about the past year\u2019s activity. Here\u2019s a step-by-step guide to generating three of the most popular year-end reports on the Field Nation platform.\u00a0<\/span><\/p>\n<p><i><span style=\"font-weight: 400;\">If you need a refresh on generating reports, watch <\/span><\/i><a href=\"https:\/\/support.fieldnation.com\/s\/article\/Video-Work-order-activity-reports\" target=\"_blank\" rel=\"noopener\"><i><span style=\"font-weight: 400;\">this video<\/span><\/i><\/a><i><span style=\"font-weight: 400;\"> to learn how to run a work order activity report. (<\/span><\/i><a href=\"https:\/\/support.fieldnation.com\/s\/article\/Work-Order-Activity-Report\" target=\"_blank\" rel=\"noopener\"><i><span style=\"font-weight: 400;\">Click here<\/span><\/i><\/a><i><span style=\"font-weight: 400;\"> for the article version).\u00a0<\/span><\/i><\/p>\n<a name=\"getting-started-with-year-end-reporting\" class=\"fldn-table-of-contents-anchor\"><\/a><h2 id=\"getting-started-with-year-end-reporting\"><strong>Getting started with year-end reporting<\/strong><\/h2>\n<p><span style=\"font-weight: 400;\">Year-end reports can be produced at a high level or for specific clients or projects. Start by navigating to the Work Order Activity Report Management page. Select the Client and\/or Project you would like to report on. Or, keep both fields blank to understand your overall company metrics.<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-16830\" src=\"https:\/\/fieldnation.com\/wp-content\/uploads\/2023\/01\/Screen-Shot-2023-01-11-at-1.22.22-PM.png\" alt=\"\" width=\"958\" height=\"326\" srcset=\"https:\/\/fieldnation.com\/wp-content\/uploads\/2023\/01\/Screen-Shot-2023-01-11-at-1.22.22-PM.png 958w, https:\/\/fieldnation.com\/wp-content\/uploads\/2023\/01\/Screen-Shot-2023-01-11-at-1.22.22-PM-768x261.png 768w\" sizes=\"auto, (max-width: 958px) 100vw, 958px\" \/><\/p>\n<p><span style=\"font-weight: 400;\">Next, select <\/span><i><span style=\"font-weight: 400;\">Paid<\/span><\/i><span style=\"font-weight: 400;\"> from <\/span><i><span style=\"font-weight: 400;\">Current Status<\/span><\/i><span style=\"font-weight: 400;\"> to ensure the work orders in the report include finalized numbers only. Then, select the timeframe of the paid work. For this example, we have selected Date <\/span><i><span style=\"font-weight: 400;\">Paid<\/span><\/i><span style=\"font-weight: 400;\"> with a filter of <\/span><i><span style=\"font-weight: 400;\">Last Year<\/span><\/i><span style=\"font-weight: 400;\">. Next, click <\/span><i><span style=\"font-weight: 400;\">Configure Fields<\/span><\/i><span style=\"font-weight: 400;\">.<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-16831\" src=\"https:\/\/fieldnation.com\/wp-content\/uploads\/2023\/01\/Screen-Shot-2023-01-03-at-8.21.39-PM.png\" alt=\"\" width=\"1424\" height=\"664\" srcset=\"https:\/\/fieldnation.com\/wp-content\/uploads\/2023\/01\/Screen-Shot-2023-01-03-at-8.21.39-PM.png 1424w, https:\/\/fieldnation.com\/wp-content\/uploads\/2023\/01\/Screen-Shot-2023-01-03-at-8.21.39-PM-768x358.png 768w\" sizes=\"auto, (max-width: 1424px) 100vw, 1424px\" \/><\/p>\n<p><span style=\"font-weight: 400;\">From the Field Configuration page, follow the three guides below to create the right report for your needs.<\/span><\/p>\n<p><i><span style=\"font-weight: 400;\">Note: Some criteria will be listed as optional. If selected, the criteria will give you a better idea of where your spend originates versus just looking at your overall spend.<\/span><\/i><\/p>\n<a name=\"1-total-spend-report\" class=\"fldn-table-of-contents-anchor\"><\/a><h2 id=\"1-total-spend-report\"><strong>1. Total Spend Report<\/strong><\/h2>\n<p><span style=\"font-weight: 400;\">The Total Spend Report helps you see how much your company has spent on completed work orders.<\/span><\/p>\n<p><strong>Work Order:\u00a0<\/strong><\/p>\n<ul>\n<li><span style=\"font-weight: 400;\">Work Order ID<\/span><\/li>\n<li><span style=\"font-weight: 400;\">Client (optional)<\/span><\/li>\n<li><span style=\"font-weight: 400;\">Project (optional)<\/span><\/li>\n<li style=\"list-style-type: none;\"><\/li>\n<\/ul>\n<p><strong>Work Order Location &amp; Contact<\/strong><\/p>\n<ul>\n<li><span style=\"font-weight: 400;\">Location Name (optional)<\/span><\/li>\n<\/ul>\n<p><strong>Work Order Description:\u00a0<\/strong><\/p>\n<ul>\n<li><span style=\"font-weight: 400;\">Type of Work (optional)<\/span><\/li>\n<li><span style=\"font-weight: 400;\">Service Types (optional)<\/span><\/li>\n<\/ul>\n<p><strong>Work Order Completion Information:\u00a0<\/strong><\/p>\n<ul>\n<li><span style=\"font-weight: 400;\">Paid Hours (optional)<\/span><\/li>\n<\/ul>\n<p><strong>Work Order Payment<\/strong><\/p>\n<ul>\n<li><span style=\"font-weight: 400;\">Total Payment<\/span><\/li>\n<\/ul>\n<p><strong>Custom Fields:\u00a0<\/strong><\/p>\n<ul>\n<li><span style=\"font-weight: 400;\">Select any of your own custom fields that you feel are applicable<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">Once you have chosen the data to include, click Generate Report.\u00a0<\/span><\/p>\n<a name=\"2-pay-rate-breakdown-report\" class=\"fldn-table-of-contents-anchor\"><\/a><h2 id=\"2-pay-rate-breakdown-report\"><strong>2. Pay Rate Breakdown Report<\/strong><\/h2>\n<p><span style=\"font-weight: 400;\">The Pay Rate Breakdown report allows you to understand overall pay rates or pay rates for specific clients or projects.<\/span><\/p>\n<p><strong>Work Order:\u00a0<\/strong><\/p>\n<ul>\n<li><span style=\"font-weight: 400;\">Work Order ID<\/span><\/li>\n<li><span style=\"font-weight: 400;\">Client (optional)<\/span><\/li>\n<li><span style=\"font-weight: 400;\">Project (optional)<\/span><\/li>\n<li style=\"list-style-type: none;\"><\/li>\n<\/ul>\n<p><strong>Work Order Location &amp; Contact:<\/strong><\/p>\n<ul>\n<li><span style=\"font-weight: 400;\">Location Name (optional)<\/span><\/li>\n<\/ul>\n<p><strong>Work Order Description:\u00a0<\/strong><\/p>\n<ul>\n<li><span style=\"font-weight: 400;\">Type of Work (optional)<\/span><\/li>\n<li><span style=\"font-weight: 400;\">Service Types (optional)<\/span><\/li>\n<\/ul>\n<p><strong>Accounting:\u00a0<\/strong><\/p>\n<ul>\n<li><span style=\"font-weight: 400;\">Pay When Paid<\/span><\/li>\n<\/ul>\n<p><strong>Work Order Completion Information:\u00a0<\/strong><\/p>\n<ul>\n<li><span style=\"font-weight: 400;\">Paid Hours<\/span><\/li>\n<\/ul>\n<p><strong>Work Order Payment:\u00a0<\/strong><\/p>\n<ul>\n<li><span style=\"font-weight: 400;\">Work Pay<\/span><\/li>\n<li><span style=\"font-weight: 400;\">Approved Expenses Amount &#8211; All Categories<\/span><\/li>\n<li><span style=\"font-weight: 400;\">Total Payment<\/span><\/li>\n<li><span style=\"font-weight: 400;\">Service Fee<\/span><\/li>\n<\/ul>\n<p><strong>Custom Fields:\u00a0<\/strong><\/p>\n<ul>\n<li><span style=\"font-weight: 400;\">Select any of your own custom fields that you feel are applicable<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">Once all data is selected, click Generate Report.\u00a0<\/span><\/p>\n<a name=\"3-expense-review-report\" class=\"fldn-table-of-contents-anchor\"><\/a><h2 id=\"3-expense-review-report\"><strong>3. Expense Review Report<\/strong><\/h2>\n<p><span style=\"font-weight: 400;\">The Expense Review report provides an overview of expenses, including those for specific clients or projects.<\/span><\/p>\n<p><strong>Work Order:\u00a0<\/strong><\/p>\n<ul>\n<li><span style=\"font-weight: 400;\">Work Order ID<\/span><\/li>\n<li><span style=\"font-weight: 400;\">Client (optional)<\/span><\/li>\n<li><span style=\"font-weight: 400;\">Project (optional)<\/span><\/li>\n<\/ul>\n<p><strong>Work Order Location &amp; Contact<\/strong><\/p>\n<ul>\n<li><span style=\"font-weight: 400;\">Location Name (optional)<\/span><\/li>\n<\/ul>\n<p><strong>Work Order Description:\u00a0<\/strong><\/p>\n<ul>\n<li><span style=\"font-weight: 400;\">Type of Work (optional)<\/span><\/li>\n<li><span style=\"font-weight: 400;\">Service Types (optional)<\/span><\/li>\n<\/ul>\n<p><strong>Work Order Completion Information:\u00a0<\/strong><\/p>\n<ul>\n<li><span style=\"font-weight: 400;\">Approved Expenses &#8211; All Categories<\/span><span style=\"font-weight: 400;\"><br \/>\n<\/span><i><span style=\"font-weight: 400;\">*Note: You can also select the additional Approved Expense options (travel, personal material, etc.) if you would like a breakdown of your expenses<\/span><\/i><\/li>\n<li><span style=\"font-weight: 400;\">Total Payment<\/span><\/li>\n<\/ul>\n<p><strong>Custom Fields:\u00a0<\/strong><\/p>\n<ul>\n<li><span style=\"font-weight: 400;\">Select any of your own custom fields that you feel are applicable<\/span><\/li>\n<\/ul>\n<p><i><span style=\"font-weight: 400;\">*Reminder: Only select approved expenses as these numbers will be finalized in your report. Selecting any reported, pending, or possible expense options may result in inaccurate data as these are not finalized numbers.<\/span><\/i><\/p>\n<p><span style=\"font-weight: 400;\">Once all data is selected, click Generate Report.\u00a0<\/span><\/p>\n<a name=\"pro-tips-for-all-reports\" class=\"fldn-table-of-contents-anchor\"><\/a><h2 id=\"pro-tips-for-all-reports\"><strong>Pro tips for all reports<\/strong><\/h2>\n<p><span style=\"font-weight: 400;\">Export your CSV file to Excel, and create visualizations of your spend using pivot tables. Here you can use the optional fields to break out your spend based on client, project, locations, and more.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Below is an example of using pivot tables to find total spend broken down for each client, and each project for each client.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">1. Highlight your original data and create a pivot table.<\/span><span style=\"font-weight: 400;\"><br \/>\n<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-16832\" src=\"https:\/\/fieldnation.com\/wp-content\/uploads\/2023\/01\/Work-order-activity-excel_pivot-table.png\" alt=\"\" width=\"2460\" height=\"814\" srcset=\"https:\/\/fieldnation.com\/wp-content\/uploads\/2023\/01\/Work-order-activity-excel_pivot-table.png 2460w, https:\/\/fieldnation.com\/wp-content\/uploads\/2023\/01\/Work-order-activity-excel_pivot-table-768x254.png 768w, https:\/\/fieldnation.com\/wp-content\/uploads\/2023\/01\/Work-order-activity-excel_pivot-table-1536x508.png 1536w, https:\/\/fieldnation.com\/wp-content\/uploads\/2023\/01\/Work-order-activity-excel_pivot-table-2048x678.png 2048w\" sizes=\"auto, (max-width: 2460px) 100vw, 2460px\" \/><\/p>\n<p><span style=\"font-weight: 400;\">2. On the right hand side, select the columns of information you would like added to your pivot tables (Client, Project, Total Spend, etc.), then choose how you would like this information to display within your pivot table. Add a visual representation by selecting your chart from above.<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-16833\" src=\"https:\/\/fieldnation.com\/wp-content\/uploads\/2023\/01\/Work-Order-Activity-Excel.png\" alt=\"\" width=\"2486\" height=\"1314\" srcset=\"https:\/\/fieldnation.com\/wp-content\/uploads\/2023\/01\/Work-Order-Activity-Excel.png 2486w, https:\/\/fieldnation.com\/wp-content\/uploads\/2023\/01\/Work-Order-Activity-Excel-768x406.png 768w, https:\/\/fieldnation.com\/wp-content\/uploads\/2023\/01\/Work-Order-Activity-Excel-1536x812.png 1536w, https:\/\/fieldnation.com\/wp-content\/uploads\/2023\/01\/Work-Order-Activity-Excel-2048x1082.png 2048w\" sizes=\"auto, (max-width: 2486px) 100vw, 2486px\" \/><\/p>\n<a name=\"looking-for-more-insight-into-optimizing-your-field-nation-account\" class=\"fldn-table-of-contents-anchor\"><\/a><h2 id=\"looking-for-more-insight-into-optimizing-your-field-nation-account\"><strong>Looking for more insight into optimizing your Field Nation account?<\/strong><\/h2>\n<p><a href=\"https:\/\/support.fieldnation.com\/s\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Visit our Help Center<\/span><\/a><span style=\"font-weight: 400;\"> or <\/span><a href=\"https:\/\/fieldnation.com\/contact#section-3\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">contact our sales team<\/span><\/a><span style=\"font-weight: 400;\"> if you\u2019d like more tips to help your company stand out on the marketplace.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">We aim to create content that adds value. To help us iterate and improve, <\/span><a href=\"https:\/\/docs.google.com\/forms\/d\/e\/1FAIpQLSfAcDyIzOuD1xF1-57agB2KrrIeNH0Ra4BL2WHxNxys6JXKUQ\/viewform?usp=sharing\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">please take one minute to share your feedback on this piece.<\/span><\/a><span style=\"font-weight: 400;\"> Your feedback will inform the content we create for you and the market in the future<\/span><span style=\"font-weight: 400;\">.<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>At the start of the new year, many field service organizations want to create reports about the past year\u2019s activity. Here\u2019s a step-by-step guide to generating three of the most popular year-end reports on the Field Nation platform.\u00a0 If you need a refresh on generating reports, watch this video to learn how to run a [&hellip;]<\/p>\n","protected":false},"author":66,"featured_media":18822,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"xn-wppe-expiration":[],"xn-wppe-expiration-action":[],"xn-wppe-expiration-prefix":[],"footnotes":""},"content-group":[],"class_list":["post-16827","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","fldn_content_category-best-practices","fldn_content_type-blog"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.4 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Field Insider: How to generate year-end reports | Field Nation<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/fieldnation.com\/resources\/year-end-reports\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Field Insider: How to generate year-end reports | Field Nation\" \/>\n<meta property=\"og:description\" content=\"At the start of the new year, many field service organizations want to create reports about the past year\u2019s activity. 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