Scheduler technician report

The Scheduler technician report displays a complete history of your technicians onsite and offsite activities using information from Reveal Field, including:

  • Contact information
  • Job details
  • Scheduled start time
  • On my way status (technicians)
  • Started status (technicians)
  • Finished status (technicians)
  • Time on site (vehicle GPS)
  • Time off site (vehicle GPS)

scheduler-status-report_us-eng.png

 

Use the View Replay link on the report to see vehicle journeys on a map with plotted stops and a timeline of starts and stops.

scheduler-status-report-replay_us-eng.png

In the report, time statuses display in the following ways...

  • Start Time colored in red means that the actual start time was later than the scheduled time.
  • Time on Site colored in red means that the actual time spent on a site was longer than the scheduled time.
  • Time on Site and Travel Time will only display for technicians who are assigned to a vehicle.

 

Edit and run a scheduler technician 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 report 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.

 

 


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