View all submitted checklists for date range?

Question

From a governance perspective, our organization is required to conduct quarterly audits of safety checklist compliance across all field operations. I have been tasked with identifying whether FieldPulse provides a consolidated view of submitted checklist responses within a specified date range.

Specifically, I require the following capabilities:

Filtering checklist submissions by date range (e.g., Q4 2025: October 1 – December 31)
Exporting the aggregated data for external audit review
Verifying completion rates by technician and by job type

It is worth noting that individual work order review is not scalable for our volume—approximately 2,400 jobs per quarter. I have confirmed that the standard work order export does not include embedded checklist response data in a parseable format.

Is there a dedicated reporting interface for checklist aggregation, or must this be constructed via the API? If API access is required, I would appreciate guidance on the appropriate endpoint and any rate limiting considerations for bulk retrieval.

Thank you for your assistance.

Priya Nair (Staff) · Accepted Answer

Hi Fatima, happy to help with this! Great question for audit purposes.

Yes, there is a dedicated path for this. Here's what I recommend:

Option 1: Built-in Checklist Report (Recommended)

Navigate to Reports → Checklist Responses
Select your date range using the Date Filter dropdown
Optionally filter by Checklist Template, Technician, or Job Type
Click Export to CSV for your audit documentation

This report includes: checklist name, submission timestamp, technician, job reference, completion status, and individual question responses in a flattened format suitable for analysis.

Option 2: API (if you need deeper integration)

The endpoint is GET /v2/checklist-responses with start_date and end_date parameters. Rate limit is 100 requests/minute; paginate with limit=100 and offset. For 2,400 records, you'd need ~24 calls—well within limits.

See this article for full steps on viewing submitted checklist responses.

Josh Mercer · Answer

Pro tip: if you're doing this quarterly, save yourself the clicks and bookmark the filtered report URL once you set it up. The date range won't persist but your other filters will, so it's just two dropdowns each quarter. Also, if your auditors want photos attached to checklist items, those export separately—make sure you grab the Attachments Report from the same menu and cross-reference by job ID.