Field Pro Job Recordings report

Overview

The Field Pro Job Recordings report shows jobs alongside the Field Pro recording activity captured for those jobs. It combines Jobs data with Field Pro: Job Recordings data so you can see which jobs were recorded, who recorded them, and how long the recordings ran.

Use cases

Example Field Pro Job Recordings reports:

• Spot jobs that were not recorded so you can coach technicians on recording habits

• Cross-reference job type, status, and revenue against recording activity for the same jobs

• Review which technicians captured recordings on completed jobs in a given period

Things to know

• This is a multi-template report. The From - To date range applies to both templates as a common filter. Under each template heading you can set template-specific filters that apply only to that template's data. For more on multi-template behavior, see Create and run multi-template reports.

• To apply filters separately to each template instead of using the common date range, toggle Independent Filters. 

FIlter and run the report

1. Go to the navigation bar and click Reports.

2. Click the Field Pro Job Recordings report.        

   Tip: In the search field, enter a few letters from the report title for quick access.

        

3. Click the From - To field to select a date range to report on. You can:        

   1. Use the calendar to select a specific date range and then click Apply.

   2. Use the left menu to select a preset date range:                

      • Today: From 12:00 AM to the current time.

      • Yesterday: Previous day, from 12:00 AM to 11:59 PM.

      • This Week: From Monday through Sunday of the current week.

      • Week to Date: From Monday through the current date of the current week.

      • Last 7 Days: Previous seven days, including today.

      • Last 14 Days: Previous 14 days, including today.

      • Last 30 Days: Previous 30 days, including today.

      • Month to Date: From the first of the current month to the current day.

      • Last Month: Entire month before the current month. For example, if the date is February 5, the entire month of January.

      • Last 90 Days: Previous 90 days, including today.

      • This Quarter: Current quarter, including future dates. For example, if the date is April 25, from April 1 - June 30.

      • Last Quarter: Entire quarter before the current quarter. For example, if the date is April 25, from January 1 - March 31.

      • Quarter to Date: From the first day of the current quarter to the current day.

      • Year to Date: From January 1 of the current year to the current day.

      • Last 365 Days: Previous 365 days, including today.

      • Last Year: From January 1 of the previous year to December 31.

4. Under Jobs Filters, use the following filters:        

   1. Filter by: Choose the date field to apply the date range to:                

      1. Invoice Date: Date on the invoice

      2. Job Completion Date: Date the job was marked completed

      3. Job Creation Date: Date the job was booked

      4. Job Start Date: Date the job is scheduled to begin

      5. Last Paid On Date: Most recent date that payment was made on the invoice

      6. First Dispatch: Date a technician was first dispatched to the job

      7. Jobs with Appt Date: Jobs with at least one appointment date that takes place within the filtered date range. Start and end dates do not need to fall within the filter dates.                        

         Note: This filter considers the entire range of the job. For example, if a job's first appointment is 4/27 and its last appointment is 4/30, the entire range of the job is considered from 4/27–4/30. If the Jobs with Appt Date filter is set to 4/28, this job displays on the report even though no appointments are scheduled for 4/28.

      8. Jobs with Next Appt Start Date: Displays all jobs with a next appointment start date within the selected date range

      9. Cancelled Date: Date the job was cancelled 

   2. (Optional) Business Unit: Filter jobs by business unit (BU). You can select multiple BUs. By default, the report runs for all BUs.

   3. (Optional) Include Adjustment Invoices: Select the checkbox to include adjustment invoices. 

5. Under Field Pro: Job Recordings Filters, use the following filters:        

   1. Technician: Filter recordings to specific technicians.

   2. Processing Status: Filter by the processing state of the recording: Complete, In Progress, Error. You can select multiple options.

   3. Has Issues: Filter to recordings flagged with issues: Yes or No. 

6. When you are finished setting filters, click Run Report.

Report report results

The Field Pro Job Recordings report includes the following columns:

• Job ID: Unique identifier for the job

• Job #: Job number

• Job Type: Job type listed on the job record, such as Service Call or Installation

• Status: Current status of the job

• Opportunity: Indicates if the job is not marked as No Charge, Warranty, or Recall, or has an invoice subtotal that is greater than or equal to the sold threshold

• Jobs Total: Total on the invoice

• Completion Date: Date the job was marked complete

• Assigned Technicians: Technicians assigned to the job

• Recording Title: Title of the Field Pro recording linked to the job

• Technician: Technician who captured the recording

• Recording Duration (Minutes): Length of the recording in minutes 

After you run the report, you can export your report results to use in spreadsheets and other documents

Customize and schedule your report

You can arrange and filter your results to narrow the focus of your report.

You can also schedule the report to be delivered by email on a regular basis.

Want to learn more?

• See Run, filter, and export reports

• See Schedule reports