Technician status report

This report shows how much time a technician spent on a job compared to what was estimated. Use this information when auditing payrolls, billing for time traveling to and spending on a job.

The report displays a complete history for your technicians using information from Reveal Field. This includes contact information, job details, scheduled start time, scheduled hours, time spent traveling to a job site, and the actual hours worked.

img-en-us__technician_status_report.png

Note: A start time colored in red means that the actual start time was later than the scheduled time.

 

Edit and run a technician status report

  1. In the upper part of the report, click EDIT REPORT.
  2. To include a technician in the report, select the name from the drop-down list under Technicians.
  3. To choose a different time frame for the report, select it from the Time frame drop-down. Custom allows you to enter a custom time frame up to a maximum of 90 days.
  4. To search for jobs by customer, include a customer name in the box under Contact, or leave it blank to see all jobs for the chosen technician.
  5. Use the Hide technicians with no jobs check box to remove those technicians from the time frame.
  6. To generate the report, click RUN REPORT.

 

How to export a report

Go to the top of the report and click CSV. Then, export the report as a spreadsheet in CSV format.

 

Import a CSV file with Excel

To ensure that all information displays correctly when importing a CSV file with Excel, follow these steps:

  1. Open the file with Excel and click the Data tab.
  2. In the Get & Transform Data group, click From Text/CSV.
  3. In the Import Data dialog box, locate and double-click the text file that you want to import, and click Import.
  4. From the newly-opened window, choose Delimited, and for the file origin choose Unicode (UTF-8). Then click Next.

Was this article helpful?


0 out of 1 found this helpful