Overview
Once field technicians submit checklists through the FieldPulse mobile app, administrators and dispatchers can view, filter, and export responses from the web interface. This article covers the location of submitted checklist data, available filtering options, and export formats.
Accessing Checklist Responses
Submitted checklist data is accessed through two primary paths:
- Work Order Detail View — Responses are displayed within the Checklists tab of an individual work order
- Checklist Responses Report — Aggregated responses are accessed via Reports > Checklist Responses
Work Order Detail View
To view responses attached to a specific job:
- Navigate to Work Orders and open the desired work order
- Select the Checklists tab
- Each submitted checklist is displayed as a card with the template name, submission timestamp, and technician name
- Click View Responses to expand the full response data
Photos and signatures captured during checklist completion are rendered as thumbnails. Click to expand to full resolution.
Checklist Responses Report
For cross-work-order analysis, use the dedicated report:
- Go to Reports > Checklist Responses
- Apply filters as needed:
- Date Range — Submission date filter (defaults to last 30 days)
- Template — Filter by specific checklist template
- Technician — Filter by submitting technician
- Customer — Filter by associated customer
- Click Generate Report
Response Data Display
The report view presents checklist responses in a tabular format with the following columns:
| Column | Description |
|---|---|
| Work Order ID | Link to parent work order |
| Checklist Template | Name of the submitted template |
| Submitted | Timestamp of submission (user time zone) |
| Technician | User who submitted the checklist |
| Status | Complete / Incomplete / Requires Review |
| Actions | View Details, Export PDF |
Filtering and Search
The Filter panel supports multi-select for all dropdown fields. Text search scans checklist template names and customer names.
Note: Free-text responses within checklist fields are not indexed for search. To locate specific response content, export to CSV and search externally.
Export Options
Checklist responses can be exported in two formats:
- CSV — Structured data with one row per question-response pair; suitable for spreadsheet analysis
- PDF — Formatted replica of the checklist as submitted; suitable for customer delivery or compliance documentation
To export: select responses via checkboxes, then click Export and choose format. Bulk export is limited to 500 records per request.
Conditional Logic Responses
Checklists utilizing conditional logic display only the questions that were presented to the technician based on prior answers. Hidden questions are marked as "Not Applicable" in export data.
Photo and Attachment Access
Photos captured within checklists are stored in the Files section of the parent work order and referenced from the checklist response. Photos are retained according to the account's data retention settings.
See Also
- Creating a Custom Checklist Template
- Assigning Checklists to Work Orders
- Completing a Checklist in the Field
- Overview of FieldPulse Reports