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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?

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  • 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.

Reply
  • 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.

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