--- title: "Campaign Summary report template" slug: "campaign-summary-report-template" updated: 2026-10-15T01:19:45Z published: 2026-10-15T01:19:45Z canonical: "help.servicetitan.com/campaign-summary-report-template" --- > ## 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. # Campaign Summary report template ## ## Overview Use the Campaign Summary template to create reports on the performance of your marketing campaigns. In the Campaign Summary report template, you can track campaign: - Sales performance - Call volume details - Booking rates - Revenue metrics - and more --- ### #### Who uses this feature - Administrators, marketing managers, business owners, other marketers on your team, and office employees - Primarily benefits Commercial Service & Replacement and Residential Service & Replacement business types - Applies to all trades #### Feature configuration - The ability to create custom reports depends on the ServiceTitan package your company is subscribed to. If you don’t have the option to create a custom report, it may not be included in your package. Contact [Technical Support](http://go.servicetitan.com/ask) for details. - Account configuration is required to use this feature. Please contact [Technical Support](http://go.servicetitan.com/ask) for details. ## Things to know - Walk-ins, repeat customers, and referrals can be considered for marketing campaigns. For more, see [Add marketing campaigns in ServiceTitan](/construction/docs/add-marketing-campaigns-in-servicetitan). - If a report item is underlined, select it and 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=2026-10-30T23%3A47%3A09Z&se=2026-10-31T00%3A47%3A09Z&sr=c&sp=r&sig=mz2LS%2BfdDkj1XNKrktDinFDH7OiDAODXeyS66hY1%2FKw%3D) to drill down and view additional details. ![Campaign summary report table.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/campaign-summary-report-template-image-rfqqwmi1.gif?sv=2026-02-06&spr=https&st=2026-10-30T23%3A47%3A09Z&se=2026-10-31T00%3A47%3A09Z&sr=c&sp=r&sig=mz2LS%2BfdDkj1XNKrktDinFDH7OiDAODXeyS66hY1%2FKw%3D) - If you’re unsure which columns you want to include in your report, use the [Reporting Dictionary](/construction/docs/learn-about-report-data-fields-in-the-reporting-dictionary-2) to search for appropriate data fields. - You can use this template to create as many custom reports as you need. Each report created from the template is independent and can be run or scheduled without needing to recreate it from the original template. ## Report examples - Report on which campaigns have the highest number of incoming calls from new customers. This focuses on call volume details and new customer acquisition. ![Overview of campaigns with incoming calls and percentage from new customers data.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/campaign-summary-report-template-image-wqc8in1v.png?sv=2026-02-06&spr=https&st=2026-10-30T23%3A47%3A09Z&se=2026-10-31T00%3A47%3A09Z&sr=c&sp=r&sig=mz2LS%2BfdDkj1XNKrktDinFDH7OiDAODXeyS66hY1%2FKw%3D) - Schedule regular delivery of reports on marketing campaigns that generate the most revenue. This emphasizes sales performance and revenue metrics. - Report on campaign performance by technician or employee. This allows for analysis of individual performance metrics like sales, close rates, and booking rates related to specific campaigns. ## Create a Campaign Summary report To create a custom report based on the Campaign Summary template: 1. Go to the navigation bar and click **Reports**. 2. On the screen that opens, click **Create Report**. 3. On the *Report Builder* that opens, select **Marketing** from the *Choose report type* side menu. 4. In the *Select a report template* menu, select **Campaign Summary**. 5. In the *Campaign Summary template* that opens, select the columns you want to customize your report by. 6. Click **Next**, then add the **Name**, **Category**, and **Description** of the new report. 7. When finished, click **Save**. This takes you to the report details screen. For more, see [Create custom reports](/construction/docs/create-custom-reports). ## Review the Campaign Summary template The Campaign Summary template has the following columns selected by default: - **Campaign Name:** The name of the marketing campaign. - **Advertised Number:** The phone number assigned to the campaign. You can customize the report by selecting additional columns from the following sections: - **Campaigns Basics:** Details on the campaign. - **Call Metrics:** Counts of different call types. - **Job Totals:** Job and conversion details related to the campaign. - **Revenue and Sales Performance:** Sales, conversion rates, lead details, and revenue for jobs booked from the campaign. - **Technician and Employee Performance:** Top performers in sales, close rates, revenue, and booking rates for the campaign. - **Marketing Metrics:** Campaign click rates and sent email details. > **Note:** You can see this section if you use Marketing Pro. - **Ads Analytics:** Ad performance details related to the campaign such as campaign cost, campaign leads, and expense to the income ratio. > **Note:** If you use Marketing Pro, your report displays additional default columns. ## Run a report On the *Report Details* screen, set filters for dates and Business Units (BUs) before running your report: 1. Use the **From** and **To** calendar fields to set a range of dates to run the report on. > [!NOTE] > **Note:** Date filters are applied depending on the report column. Hover over a column header to view details. *![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/campaign-summary-report-template-image-vfz30o4q.png?sv=2026-02-06&spr=https&st=2026-10-30T23%3A47%3A09Z&se=2026-10-31T00%3A47%3A09Z&sr=c&sp=r&sig=mz2LS%2BfdDkj1XNKrktDinFDH7OiDAODXeyS66hY1%2FKw%3D)* - Use the calendar to select a specific date range and then click **Apply**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/campaign-summary-report-template-image-kz1ue94j.png?sv=2026-02-06&spr=https&st=2026-10-30T23%3A47%3A09Z&se=2026-10-31T00%3A47%3A09Z&sr=c&sp=r&sig=mz2LS%2BfdDkj1XNKrktDinFDH7OiDAODXeyS66hY1%2FKw%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. 2. Select **Include Inactive** to include inactive campaigns in your report results. ![Checkbox for including inactive items in a report generation interface.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/campaign-summary-report-template-image-p0mz3zq0.png?sv=2026-02-06&spr=https&st=2026-10-30T23%3A47%3A09Z&se=2026-10-31T00%3A47%3A09Z&sr=c&sp=r&sig=mz2LS%2BfdDkj1XNKrktDinFDH7OiDAODXeyS66hY1%2FKw%3D) 3. Click the **Business Unit** dropdown, then select the BUs you want to report on. By default, the report runs for all BUs. > [!NOTE] > **Note:** BU filters are applied depending on the report column. Hover over a column header to view details. 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/campaign-summary-report-template-image-7s24htam.png?sv=2026-02-06&spr=https&st=2026-10-30T23%3A47%3A09Z&se=2026-10-31T00%3A47%3A09Z&sr=c&sp=r&sig=mz2LS%2BfdDkj1XNKrktDinFDH7OiDAODXeyS66hY1%2FKw%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=2026-10-30T23%3A47%3A09Z&se=2026-10-31T00%3A47%3A09Z&sr=c&sp=r&sig=mz2LS%2BfdDkj1XNKrktDinFDH7OiDAODXeyS66hY1%2FKw%3D), select the BU categories you want to include, and click **Filter**. ![Filter options for business units including trade and division selections.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/campaign-summary-report-template-image-ykcop511.png?sv=2026-02-06&spr=https&st=2026-10-30T23%3A47%3A09Z&se=2026-10-31T00%3A47%3A09Z&sr=c&sp=r&sig=mz2LS%2BfdDkj1XNKrktDinFDH7OiDAODXeyS66hY1%2FKw%3D) 4. When finished, click **Run Report**. > [!TIP] > **Tip:** Click **Edit Columns** to add and remove columns. You can [arrange report columns and apply filters](/construction/docs/run-filter-and-export-reports#filter-and-arrange-a-report) for further customization. ## --- ### FAQ #### **Why does a customer show up twice in my campaign report under the Jobs booked from New customers column?** The *Jobs booked from New customers* column shows the total number of jobs booked from customers whose records were created within the selected date range. When a customer has multiple jobs with different business units, they appear once for each job. This is expected behavior because the report counts jobs, not customers. ## Want to learn more? - See [Create custom reports](/construction/docs/create-custom-reports) - See [Edit custom reports](/construction/docs/edit-custom-reports) - See [Run, filter, and export reports](/construction/docs/run-filter-and-export-reports) ServiceTitan's integrated marketing automation platform for email, SMS, direct mail, and digital ad campaigns. **What it does:** Drives new customer acquisition and repeat revenue by automating targeted campaigns across multiple channels — all tied to actual job revenue. **Also called:** ST Marketing, Marketing automation **Tags:** Marketing Pro [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)