How many work orders or jobs did each technician complete?
Reports > RTA Standard Reports > Employee
Fleet360 does not have a report column that shows a count of work orders (WOs) or jobs completed per technician. The standard Employee reports total hours, not counts. You can still get the count: run the report in detail mode, export it, and count the rows. This article shows which report to use and what one row means, so the number you arrive at is defined the same way every time.
Which report to use
You want to count | Use | What one detail row is |
|---|---|---|
Jobs (work order lines) closed that a technician was assigned to, whether or not the shop uses Paperless Shop | Mechanic Efficiency — leave Enter T For Totals Only blank | One work order line that closed in the date range, for one technician assigned to that line (Mechanic Number, Name, WO Number, Line Number, Scheduled Time, Actual Time, Efficiency %). |
Jobs completed in Paperless Shop (technician clocked on and completed the job on the shop floor) | Mechanic Accountability — answer No to Show totals only? | One Paperless Shop event. Count only the rows whose Job Status is Completed Job; Begin Shift, lunch and indirect labor rows are not jobs. |
Labor postings a technician made, by posting date | One labor transaction posted to a work order line. A technician who posts labor to the same line twice appears twice, so this is a count of postings, not of jobs. |
Steps: count completed jobs per technician
Open Reports > RTA Standard Reports > Employee > Mechanic Efficiency.
Leave Enter T For Totals Only blank so the report lists every line. Totals-only mode adds up hours and does not show a count.
Set the filters: Facility, the Date range you want to measure (this is the date the work order line was closed), and Mechanic Number (leave the full range for all technicians).
Run the report and export it to Excel.
Count the rows per Mechanic Number — for example with a pivot table, or by filtering the sheet on one mechanic and reading the row count. Each row is one job. For a count of work orders instead of jobs, count the distinct WO Number values for each mechanic.
To get the same number every time, run the report on a schedule with the same filters; refer to Scheduling Reports. If you build reports yourself, a custom Advanced Report can total the count for you with the AggCount() function in the mechanic group footer; refer to Aggregate Functions and Advanced Reports.
What “completed” means in each report
Report | Unit counted | Date the row falls under | Included when |
|---|---|---|---|
Mechanic Efficiency | Work order line (job) per assigned technician | Date the work order line was closed | The technician is listed as a mechanic on the line. A job with two technicians appears once for each of them; a technician on three lines of one work order appears three times. |
Mechanic Accountability | Paperless Shop event | Job start date (the shift the event belongs to) | The technician completed the job in Paperless Shop. Jobs finished outside Paperless Shop, or still in progress, do not have a Completed Job row. |
Work Order Labor | Labor transaction | Date the labor was posted | Labor was posted to the line by, or for, the technician. The work order may still be open. |
Because the three reports count different things on different dates, they will not agree with each other. Pick one, state which one you used, and keep using it.
Common questions
Why does the same job show under two technicians? Both were assigned to the line, so each gets credit for it. If you need one technician per job, count only the technician you consider primary in the exported sheet.
Does closing the work order count as completing all of its jobs? In Mechanic Efficiency the date is the line close date; lines that were closed earlier keep their own date. A work order closed today with five lines closed last month puts those five jobs in last month.
Can the count appear on the report itself? Not in the standard reports. Use the export and pivot steps above, or a custom Advanced Report with AggCount(). Ask support@rtafleet.com only if the exported rows do not match what you see on the work orders.