See a report for one technician.

Open the Sales or Jobs report, pick the technician from the All technicians list and click Apply. The totals, the chart and the table then cover only the jobs assigned to that technician.

Steps

1. Open Reports from the menu and click Sales or Jobs.
2. Pick the period you want from the period list just above the table.
3. Open the All technicians list next to it and pick a name.
4. Click Apply.
5. To see the whole team again, pick All technicians and click Apply.

Good to know

The list appears on Sales and Jobs only, and it shows active technicians. If you have not added a technician yet, the list does not appear.

Export CSV keeps the technician you picked, so the file holds only that person's work. Print / PDF does the same for a printed copy.

If Reports shows a card with a See plans button instead, reports are not included in your current plan.