Technician Location Exception reportLast updated on 03/22/2022
Run the Technician Location Exception report to see GPS location details of your technicians’ timesheet events. Use the report to validate timesheets when your technicians are based out of the office.
Things to know
The Technician Location Exception report is based on the Timesheets custom report template with the technician geolocation columns enabled.
The report results include the GPS coordinates where the technician clocked in and out of a time clock event as well as their distance from the service location when dispatched on a job.
Make sure you have enabled native GPS for technician tracking on your technicians’ mobile devices.
GPS is accurate within 3-10 meters. If GPS is unavailable, cellular triangulation is used which is accurate within 500 meters, or about 1/3 of a mile.
Before running your report, set filters to get the most relevant information for your needs:
Go to the navigation bar and click Reports. In the side menu, click All Reports.
Click Technician Location Exception Report to open it. Tip: In the search field, enter a few letters from the report title for quick access.
Click the From - To field to set a range of dates to run the report on. You can:
Use the calendar to select a specific date range and click Apply.
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
Last 7 Days: Previous seven days, including the current date
Last 14 Days: Previous 14 days, including the current date
Last 30 Days: Previous 30 days, including the current date
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 the current date
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 the current date
In the Business Unit dropdown, select the employee business units (BUs) you want to report on. Note: By default, the report runs for all BUs. You can filter your report by business units or business unit categories:
Click the Employee Business Unit dropdown to select individual BUs.
To report on BU categories, click Filter , select the BU categories you want to include, and click Filter.
From the Employees dropdown, select which employees you want to include in the report. Note: If you add BU filters, make sure the employees you select are in the filtered BUs.
When you’re done setting your filters, click Run Report.
Read report results
Your report results display in a table based on the filters you set. By default, the report includes the following columns:
Name—Name of the employee
Timesheet Activity Date—Date of the timesheet event
Timesheet Activity—Timesheet event type
Start Time—Time the employee clocked into the event
End Time—Time the employee clocked out of the event
Duration (Decimal)—Duration in hours of the event
Start Coordinate—GPS coordinates at the start time of the eventNote: Click an entry to open a new tab showing the location in Google Maps.
End Coordinate—GPS coordinates at the end time of the event
Start Distance—Distance in meters from the job service location at the start time of the event
End Distance—Distance in meters from the job service location at the end time of the event
Filter for clock in distance exceptions
You can filter your report results for events when a technician taps Arrive for a job when they aren’t physically at the service location. You can use these events to coach your technicians on proper time clock management:
In the header of the Timesheet Activity column, click the Filter icon. The Filter pop-up opens.
Click the first dropdown and select Is one of.
Click the next field and select Working from the dropdown.
In the header of the Start Distance column, click the Filter icon.
In the Filter pop-up, click the first dropdown and select Is greater than.
In the next field, enter the distance from the job service location you want to filter for. For example, if you want to filter for all clock ins that occur more than a mile from the service location, enter 1,600 which, in meters, is almost a mile. Note: GPS is accurate within 3-10 meters. If GPS is unavailable, cellular triangulation is used which is accurate within 500 meters, or about 1/3 of a mile.
The report results update automatically.
Customize and schedule the report
For further customization, you can also arrange and filter your results.
You can also schedule the report to be delivered by email on a regular basis.
Want to learn more?
Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.
Disclaimer: Information provided in this article is for informational purposes only and it should not be construed to be legal advice. Information provided in this article may also not constitute the most up-to-date legal or other information. You should not act or refrain from acting on the basis of any information in this article to meet any compliance requirements without seeking independent legal or other professional advice.