Overview
The Field Pro Standard: Atlas Questions report template helps you monitor how your technicians are using Atlas in Field Pro. This report shows the types of questions technicians ask, the equipment they reference, and when questions are submitted.
Who uses this feature
Administrators and managers
Applies to all business types
Feature configuration
Account configuration is required to use this feature. Please contact Technical Support for details.
To get started with Field Pro, request a demo on our Pro Products page, or reach out to your Customer Success Manager (CSM) or Pro Account Manager (PAM).
Creating custom reports is available only to contractors on the Works package or Legacy/Non-Packaged contractors. Contractors on the Starter and Essentials packages have access to built-in reports.
Use cases
Understand how your team engages with Atlas and encourage low-usage technicians to benefit from AI assistance.
See what knowledge your team is seeking in the field, from troubleshooting help to equipment guidance, so you can identify where additional training or documentation may be needed.
Create a Field Pro Standard: Atlas Questions report
Go to the navigation bar and click Reports.
Click Create Report.
On the New Report screen, for the report type, click Others.
For the Select a report template, click Field Pro Standard - Atlas Questions.
Note: You may see this report listed as Reports / Field Pro Standard - Atlas Questions. The name depends on your account's configuration. Both refer to the same report.
The template has the following columns selected by default:
Business Unit: The business unit the technician is assigned to.
Technician Name: The name of the technician.
Question Module: Field Pro module where the question originated, equipment information or troubleshooting.
Question Date: The date the question was asked.
Question Text: The actual question asked by the technician.
Question Feedback: Whether the technician rated the answer with a thumbs up or thumbs down.
Equipment Model #: The model number of the equipment selected when the question was asked.
Click Next.
In the Name field, enter a name for your report.
Click the Category dropdown and select a category where your report will be listed.
(Optional) Adjust sharing settings as needed.
Click Save.
Run the Field Pro Standard: Atlas Questions report
After you save your report, run it to see technician questions:
Click the From - To field to set date filters. You can:
Use the calendar to select a specific date range and then click Apply.
Use the left menu to select a preset date range.
(Optional) Click the Business Unit dropdown to filter the report by business unit (BU).
Tip: You can select multiple business units if needed.
(Optional) Click the Technician dropdown to filter the report by specific technicians.
Tip: You can select multiple technicians if needed.
When finished, click Run Report.
You can export the report, edit the columns shown in the report, and drag column headers to group by that column. For more, see Run, filter, and export reports.