All Fields for Custom Reports
Below you will find a list of all fields available to be added as data columns in custom reports. The fields are sorted by their associated entities.
Any custom fields created under Admin/Configure/Client Settings or Project settings will also appear options to select when building custom reports, listed under the entity with which the custom field is associated.
Client Entity Fields
Active
Address Line 1
Address Line 2
Appointment Set Date
Best Contact Method
Best Contact Time
Building Type
City
Client Account
Close Probability
Company
Created Date
Demo Date
Dialer Status
Display Name
Do Not Contact
Email Address
Estimated Value
External ID
First Name
Home Number
Job Sold Date
Last Modified Date
Last Name
Latest Activity Log Entry
Lead Issued Date
Lead Setter First Name
Lead Setter Last Name
Lead Source
Lead Source Category
Lead Status
Lead Status Category
Next Appointment
Office Number
Opportunity Type
Phone Number
Project Type
Registered
Sales Person 2 First Name
Sales Person 2 Last Name
Sales Person First Name
Sales Person Last Name
State
Zip/postal code
Project Entity Fields
Active
Balance
Client Account
Client Company
Client Email
Client First Name
Client Home Phone
Client Last Name
Client Mobile Phone
Client Office Phone
Completion Date
Contracted Amount
Created Date
Credit Amount
Description
Discount Amount
Duration In Business Days
Equipment Cost
Estimated Contract Value
Estimated Finish Date
Estimated Start Date
Estimated Value
Foreman First Name
Foreman Last Name
Invoice Fee Amount
Invoice Fee Tax Amount
Invoiced Amount
Invoiced Non Contract Amount
Is Cancelled
Is Complete
Labor Cost
Last Modified Date
Last Payment Date
Material Cost
Min Sold Date
Paid Amount
Project Manager First Name
Project Manager Last Name
Project Name
Project Status
Project Status Category
Project Type
Refunded Amount
Sales Person First Name
Sales Person Last Name
Sequence Number
Subcontractor Cost
Subtotal Amount
Tax Amount
Total Commission Amount
Total Fee Amount
Total Subcontractor Purchase Order Amount
Total Subcontractor Purchase Order Paid Amount
Work Site Address
Work Site Address 2
Work Site City
Work Site State
Work Site Zip/Postal Code
Write Off Amount