Report showing all jobs completed by specific technician?

Question

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:

Work Order Summary Report — allows date filtering but does not expose technician assignment as a filter criterion
Technician Performance Report — shows aggregate metrics but does not list individual work orders
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?

Priya Nair (Staff) · Accepted Answer

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

Gwen Albright · Answer

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.