Run a Technician status report
The Technician status reports report shows how much time a technician spent on a job compared to what was estimated.
In the report, jobs that were started late, finished late, or took longer than scheduled are shown in red.
This article describes the following:
To run a Technician status report, select Reports from the taskbar at the top of the page and click Technicians status.
A start time coloured in red means that the actual start time was later than the scheduled time.
The report displays a complete history for your technicians, using information from Reveal Field. This includes:
-
Contact: Customer’s contact person name, and the name of the company
-
Job details: Job To Do and address of job
-
Scheduled start: Scheduled start time
-
Scheduled hours: How many hours job was scheduled to take
-
On My Way: The time that the technician set their status to "On My Way"
-
Travel: Travel time to the job
-
Started: Time that the job started
-
Actual hours: How many hours was actually spent at the job
-
Finished: The time that the job finished
-
In the upper part of the report, click EDIT REPORT.
-
To include a technician in the report, select the name from the Technicians drop-down list.
-
To choose a different time frame for the report, select an option from the Time frame drop-down list. Select Custom to enter a custom time frame of up to 90 days in length.
-
To search for jobs by customer, add a customer name to the Contact field, or leave it blank to see all jobs for the chosen technician.
-
Select the Hide technicians with no jobs check box to exclude technicians with no jobs in that time frame from the report.
-
To generate the report, click RUN REPORT.
At the top of the report click CSV to download the report as a spreadsheet in CSV format.
To ensure that all information displays correctly when importing a CSV file with Excel, follow these steps:
-
Open the file with Excel and click the Data tab.
-
In the Get & Transform Data group, click From Text/CSV.
-
In File Explorer, double-click the CSV file that you want to import. An example of the spreadsheet is displayed in read-only view.
-
Click Load to load the data into Excel.
Learn how to Run a Scheduler technician report.