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Report showing all jobs completed by specific technician?

Rachel Nguyen

I need to generate a report for audit purposes that shows all work orders completed by a specific technician over a defined date range. I have confirmed that the technician has completed 47 jobs in the past quarter, but I cannot locate a report template that filters by both technician assignment and completion status simultaneously.

Current environment:
— FieldPulse web application, version 3.2.1
— User role: Administrator
— Date range required: 2025-05-01 through 2025-07-31

I have attempted the following without success:

  1. Work Order Summary Report — allows date filtering but does not expose technician assignment as a filter criterion
  2. Technician Performance Report — shows aggregate metrics but does not list individual work orders
  3. Custom Report builder — technician field appears in available columns but not in filter conditions

Can someone confirm whether this specific reporting scenario is supported? If so, which report template and filter combination should I use? I can reproduce this limitation consistently across Chrome 128 and Firefox 130.

Additionally, is there a method to export the resulting data to CSV or Excel format for further analysis?

  • 0

    Hi Rachel, happy to help!

    The Work Order Summary Report actually does support this — the technician filter is nested under Advanced Filters rather than the main filter bar. Here is the step-by-step:

    1. Navigate to Reports > Work Order Summary
    2. Click Advanced Filters (located to the right of the date range selector)
    3. Under Assigned Technician, select the specific technician from the dropdown
    4. Set your date range to May 1, 2025 – July 31, 2025
    5. Under Status, select Completed
    6. Click Generate Report

    For export, use the Export to CSV button in the top right of the results table. Excel format is available via CSV import.

    I have confirmed this workflow with your account version. Let me know if the Advanced Filters section does not appear — this would indicate a permissions issue we can resolve.

  • 0

    Pro tip: after you run that report, save it as a Scheduled Report if this is something your auditors need monthly. We have ours auto-deliver to our compliance team every quarter and it saves a ton of manual work.

    Also, Technician Performance Report won't give you the raw list, but the Job Completion Time breakdown can be useful cross-checking if there are any anomalies in those 47 jobs — like completions that happened outside business hours or took significantly longer than estimated. Worth running alongside your main audit report.

  • 0 in reply to Priya Nair (Staff)

    Thank you, Priya. I have located the Advanced Filters section and can confirm the technician filter is present. I generated the report successfully and exported to CSV.

    I have noted that the export includes all columns by default. Is there a method to restrict the export to specific columns only, or must this filtering occur in Excel post-export?

  • 0
    • For column restriction: no built-in column picker on export
    • Workaround: create a saved view with only needed columns visible, then export — most unnecessary columns suppress automatically
    • Alternative: API call to /work_orders with technician_id and status=completed filters, specifying only required fields in include parameter

    We use the API route for automated audit pipelines. YMMV depending on your technical resources.

  • 0

    Just to add — if you need signatures or photo verification attached to those completed jobs, the CSV export won't include those. You'll need to pull the work order detail report individually for any jobs that need documentation.

    We learned this the hard way during our last audit. The summary report proves completion; the individual work order PDF proves the work was actually done.

    Pro tip: batch download from the mobile app admin panel if you need photoproof — way faster than one-by-one.