--- title: "Appointments report" slug: "appointments-report" updated: 2026-10-15T01:19:10Z published: 2026-10-15T01:19:10Z canonical: "help.servicetitan.com/appointments-report" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt > Use this file to discover all available pages before exploring further. # Appointments report ## Overview Appointments are used to schedule technician visits for a job. Use the Appointments report to run reports on appointment-related metrics. Example reports: - Report on appointments going out for a given day - Report on the number of trucks that rolled out on appointments for the month - Schedule weekly delivery of reports on the number of unique jobs with appointments --- ### #### Who uses this feature - Office employees ## ## Things to know - Each line in the report represents a job. If a job has multiple appointments, you can drill down to view individual appointment details. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/appointments-report-image-2glq3x5x.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A46%3A27Z&se=2026-10-31T02%3A46%3A27Z&sr=c&sp=r&sig=MQAN9FRRgcWjf3qn1lmCNrJqo2F%2FLBjjFiMT4tLYOXk%3D) - To schedule reports to be emailed at preset times, click **More Actions** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-more-vert.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A46%3A27Z&se=2026-10-31T02%3A46%3A27Z&sr=c&sp=r&sig=MQAN9FRRgcWjf3qn1lmCNrJqo2F%2FLBjjFiMT4tLYOXk%3D) next to the report name and select **Schedule**. For more, see [Schedule reports](/construction/docs/schedule-reports). ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/appointments-report-image-6xd0yola.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A46%3A27Z&se=2026-10-31T02%3A46%3A27Z&sr=c&sp=r&sig=MQAN9FRRgcWjf3qn1lmCNrJqo2F%2FLBjjFiMT4tLYOXk%3D) ## Run report 1. Go to the navigation bar and click **Reports**. 2. Click the **Appointments** report. > [!TIP] > **Tip:** In the search field, enter a few letters from the report title for quick access. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/appointments-report-image-v4rkwlyp.jpg?sv=2026-02-06&spr=https&st=2026-10-31T01%3A46%3A27Z&se=2026-10-31T02%3A46%3A27Z&sr=c&sp=r&sig=MQAN9FRRgcWjf3qn1lmCNrJqo2F%2FLBjjFiMT4tLYOXk%3D) The report opens. 3. From the **Filter by** dropdown, select how you want to filter the report: 1. **Invoice Date**: Date on the invoice 2. **Job Completion Date**: Date the job was completed 3. **Job Creation Date**: Date the job was booked 4. **Job Start Date**: Date the job is scheduled to begin 5. **Last Paid On Date**: Most recent date that payment was made on the invoice 6. **First Dispatch**: Date a technician was first dispatched to the job 7. **Jobs with Appt Date**: Jobs with at least one appointment date that takes place within the filtered date range. Start and end dates do not need to fall within the filter dates. > [!NOTE] > **Note:** This filter considers the entire range of the job. For example, if a job's first appointment is 4/27 and its last appointment is 4/30, the entire range of job is considered from 4/27-4/30. If the Jobs with Appt Date filter is set to 4/28, this job displays on the report even though no appointments are scheduled for 4/28. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/appointments-report-image-57hs56x0.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A46%3A27Z&se=2026-10-31T02%3A46%3A27Z&sr=c&sp=r&sig=MQAN9FRRgcWjf3qn1lmCNrJqo2F%2FLBjjFiMT4tLYOXk%3D) 4. Click the **From - To** field to select a date range to report on. You can: - Use the calendar to select a specific date range and then click **Apply**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/date-picker.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A46%3A27Z&se=2026-10-31T02%3A46%3A27Z&sr=c&sp=r&sig=MQAN9FRRgcWjf3qn1lmCNrJqo2F%2FLBjjFiMT4tLYOXk%3D) - 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. - **This Week:** From Monday through Sunday of the current week. - **Week to Date:** From Monday through the current date of the current week. - **Last 7 Days:** Previous seven days, including today. - **Last 14 Days:** Previous 14 days, including today. - **Last 30 Days:** Previous 30 days, including today. - **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 today. - **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 today. - **Last Year:** From January 1 of the previous year to December 31. 5. From the **Business Unit** dropdown, select the job business units (BUs) you want to report on. By default, the report runs for all BUs. You can filter your report by business units or business unit categories: - Click the dropdown to select individual BUs. ![Dropdown menu showing selected business units including HVAC options and plumbing services.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/bu-filter.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A46%3A27Z&se=2026-10-31T02%3A46%3A27Z&sr=c&sp=r&sig=MQAN9FRRgcWjf3qn1lmCNrJqo2F%2FLBjjFiMT4tLYOXk%3D) - To report on BU categories such as trade or division, click **Filter** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-filter-alt.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A46%3A27Z&se=2026-10-31T02%3A46%3A27Z&sr=c&sp=r&sig=MQAN9FRRgcWjf3qn1lmCNrJqo2F%2FLBjjFiMT4tLYOXk%3D), select the BU categories you want to include, and click **Filter**. ![Filter options for Business Unit including Trade and Division selections.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/bu-category-filter.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A46%3A27Z&se=2026-10-31T02%3A46%3A27Z&sr=c&sp=r&sig=MQAN9FRRgcWjf3qn1lmCNrJqo2F%2FLBjjFiMT4tLYOXk%3D) > **Note:** How BU filters are applied depends on the key performance indicator (KPI). Hover over a column header for details. *![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/new-customers-report-image-zalqx68l.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A46%3A27Z&se=2026-10-31T02%3A46%3A27Z&sr=c&sp=r&sig=MQAN9FRRgcWjf3qn1lmCNrJqo2F%2FLBjjFiMT4tLYOXk%3D)* 6. Select **Include Adjustment Invoices** to include any invoice adjustments in your report results. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/appointments-report-image-ksjmoebh.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A46%3A27Z&se=2026-10-31T02%3A46%3A27Z&sr=c&sp=r&sig=MQAN9FRRgcWjf3qn1lmCNrJqo2F%2FLBjjFiMT4tLYOXk%3D) 7. When you're done setting your filters, click **Run Report**. ## Read report results Each line of the Jobs with Upcoming Appointments report represents a job with at least one appointment scheduled within the date filters. The report includes the following columns: - **Job Type**: Job type listed on the job record - **Business Unit**: Business unit attached to the job - **Invoice #**: Invoice number associated with the job - **Jobs Total**: Total dollar amount on the invoice - **Total Appointments**: Count of all active appointments attached to the job - **First Appt Date**: Date of the first appointment on the job - **Next Appt Start Date**: Date of the next scheduled appointment - **Next Appt Start Time**: Time of the next appointment - **Next Appt Technicians**: Technicians assigned to the next appointment - **Last Appt Date**: Date of the appointment with the latest start date and time - **Appointments to Date**: Count of all active appointments within date filters - **Completion Date**: Date the job was completed - **Customer Name**: Name of the customer billed on the job - **Location Address**: Service location on the job - **Next Appt Confirmed**: Whether or not the next appointment in the future tied to this job has been confirmed > [!TIP] > **Tip:** You can [arrange report columns and apply filters](/construction/docs/run-filter-and-export-reports#filter-and-arrange-a-report) for further customization. ## Drill down into appointments After you run your report, you can drill down into appointment details. #### Open a job record In the report results, click a *Job #* to open the job record in a new tab. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/rd-upcoming-appointments-expand-job.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A46%3A27Z&se=2026-10-31T02%3A46%3A27Z&sr=c&sp=r&sig=MQAN9FRRgcWjf3qn1lmCNrJqo2F%2FLBjjFiMT4tLYOXk%3D) The job record includes all appointments attached to the job. #### View appointment details To view appointment details for a report entry: 1. In an appointments-related column, click an entry. For example, click the entry for *Total Appointments*. The column highlights in blue. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/rd-appointments-highlight.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A46%3A27Z&se=2026-10-31T02%3A46%3A27Z&sr=c&sp=r&sig=MQAN9FRRgcWjf3qn1lmCNrJqo2F%2FLBjjFiMT4tLYOXk%3D) 2. In the highlighted entry, click **Expand** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-keyboard-arrow-right.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A46%3A27Z&se=2026-10-31T02%3A46%3A27Z&sr=c&sp=r&sig=MQAN9FRRgcWjf3qn1lmCNrJqo2F%2FLBjjFiMT4tLYOXk%3D). A drilldown opens with appointment details for that entry, including appointment numbers, relevant dates, and more. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/rd-appointments-drilldown.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A46%3A27Z&se=2026-10-31T02%3A46%3A27Z&sr=c&sp=r&sig=MQAN9FRRgcWjf3qn1lmCNrJqo2F%2FLBjjFiMT4tLYOXk%3D) Want to learn more? - Visit ServiceTitan Academy to enroll in [ServiceTitan Appointments](https://servicetitan.docebosaas.com/academy/learn/learning-plans/39/ServiceTitan-Appointments) - See [Edit custom reports](/construction/docs/edit-custom-reports) - See [Run, filter, and export reports](/construction/docs/run-filter-and-export-reports)