Refrigerant compliance report and CSV export

Overview#

The report summarizes your refrigerant records for any period, ready for an audit or your own review. The CSV export includes every log entry with the technician's certification number and any issues.

Before you start#

• Needs compliance.read (Owner, Admin, Dispatcher, Customer service, Accounting, Viewer).

Steps#

1. Go to Purchasing › Refrigerant Compliance › Report.

2. Set the period (default: January 1 to today) and click Run.

3. Read the sections:

   • By refrigerant: added, recovered and number of entries.

   • By technician: with EPA 608 numbers (None when missing).

   • Exceptions: entries without a valid certification, and charges without a cylinder.

   • Leak cases opened in the period or still open.

   • Chronically leaking appliances (year).

   • Cylinders in service: balances by refrigerant and kind, and how many need re-weighing.

4. Click Download CSV for every entry (file name refrigerant-log-{from}-to-{to}.csv), with columns for time, kind, refrigerant, amount (oz and lb), unit, customer, job, cylinder, technician, EPA 608 cert, cert issue, leak rate and warnings.

5. Use Previous year: run for last year's report.

Settings that change this#

• Leak engine settings on the Leak cases tab affect which units appear in leak cases.

Tips#

• Clear the Exceptions before an audit: add missing certifications and link cylinders.

• Keep records at least 3 years.

Troubleshooting#

• "Pick a period." → set both dates.

• "You don't have access to compliance records." → you need compliance.read.

FAQ#

Does TradesWork file reports with the EPA? No. The report and CSV are for your records and filings.

Coming from ServiceTitan#

• Where it lived: ServiceTitan refrigerant reports; Refrigerant Compliance › Report in TradesWork.