I'd like to be able to generate a task report from the Account level that consists of tasks from multiple projects. Am I able to do so?
Yes! Fieldwire now allows Account Managers on Pro and Business Plans or above to generate .CSV reports that consist of tasks from multiple projects.
How to Generate an Account Report
As mentioned previously, in order to generate an account report, you must be at least an Account Manager. If you are not an Account Manager, you’ll need to ask one on your Account in order to generate the report. You can see who is an Account Manager by going to the Account level 'People' tab.
If you are an Account Manager and would like to generate an account report, you'll need to click on the 'Generate reports' button from the project dashboard.
After clicking on 'Generate reports', you'll see a pop-up where you can select '+ New report', or you can click on the hyperlinked text, 'Create a new report'.
Once you select '+ New report', you'll see many options similar to the ones when generating a project-level task report.
You can edit the name of the report by clicking the pencil icon, and you can add email addresses to the Recipients section with your email address added by default.
In addition, you have the ability to choose which projects you'd like to pull tasks from. To do so, simply click on the checkbox next to the project's name or select the checkbox next to "My Projects" to select all of your projects.
Just like on your individual project task reports, you have the ability to sort and filter your tasks on your account-level reports as well. However, in regards to sorting your tasks on the account-level report, you'll notice that the first sorting option always needs to be 'Project'.
In terms of filters, you can choose 'Last modified', 'Created', 'Start date', 'End date', or 'Overdue'. Then, you can choose 'All time' or within the last number of days, weeks, or months.
Lastly, you can schedule when the report will be sent out under the "Schedule report" section. If you'd like this report to be sent Weekly or Monthly, please make sure to click the "Save" button. Otherwise, any changes you made to the template will be lost. If you choose the option, "Now", you'll notice that the "Save" button changes to "Email report".
Here are a few additional articles that go into Reports: