Product overview
See Built-in Reports in action
Built-in reports are organized by business function and accessible directly from the Reports menu. Use the Created By filter set to ServiceTitan to view the full list of available reports.
Setup
Built-in reports are standardized reports provided out-of-the-box to all contractors. These reports are designed to deliver valuable business insights without the need for custom report creation.
How it works
Access from the Reports menu
Most built-in reports are automatically available when you go to Reports in the main navigation menu.
Filter by Created By → ServiceTitan
View all built-in reports by using the Created By filter and filtering for ServiceTitan.
Organized by business function
Built-in reports are organized by the business function they report on. For example, any built-in report that deals with technician data is located in the Technician section.
Each report includes a description
Each report includes a brief description to help you understand the data shown in the report.
Included for all contractors
Built-in reports are available out-of-the-box with your ServiceTitan subscription — no additional setup required.
Ready to use immediately
Navigate to Reports in the main navigation and filter by ServiceTitan to find and run any built-in report right away.
Built-in report guides
Browse all built-in reports organized by business function.
Accounting reports
Payment reconciliation, AR transactions, and export error tracking.
Business Unit reports
Revenue dashboards by business unit.
Commercial reports
Job costing and service agreement tracking.
Financing reports
Third-party financing partner reporting.
Marketing reports
Customer list management and email delivery tracking.
Operations reports
Appointments, invoicing, follow-up, and call tracking.
Other reports
Year-over-year trend analysis.
Payment reports
ProfitStars and TSYS settlement and transaction reporting.
Payroll and timesheets reports
Master pay file and timesheet exception tracking.
Technician reports
Revenue dashboards and location exception tracking.