---
title: "Can I make a report that tracks open jobs and payment status?"
slug: "can-i-make-a-report-that-tracks-open-jobs-and-payment-status"
updated: 2026-10-15T01:22:40Z
published: 2026-10-15T01:22:40Z
canonical: "help.servicetitan.com/can-i-make-a-report-that-tracks-open-jobs-and-payment-status"
---

> ## 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.

# Can I make a report that tracks open jobs and payment status?

## Problem

You need a single report that shows multiple job statuses. You want to see open jobs, completed jobs that haven't been billed, completed jobs with no invoice task items, and jobs with payments taken.

## Solution

### Workflow Summary

Create a custom report based on the Jobs template to track job statuses. The report shows open jobs, billing status, and payments.

### Create a Jobs report

1. Go to **Reports** in the main navigation menu.
2. On the *Reports* screen that opens, click **Create Report**.
3. Follow the [instructions to create a custom report](/construction/docs/create-custom-reports) based on the Jobs template.
  1. Under *Report Type*, select **All**.
  2. Under *Report Templates*, select **Jobs**.
  3. In the *Columns to be displayed in the report* section, select the following:
    1. Job #
    2. Job Type
    3. Business Unit
    4. Invoice #
    5. Status
    6. Jobs Total
    7. Completion Date
    8. Jobs Payments
    9. Assigned Technicians **Note:** *The report will not display any deactivated technicians.*
4. Enter a name and select a category for the report, then click **Save**.
5. On the report screen that opens, set the *Filter by* field to **Job Completion Date**. If you want to filter by a specific business unit, use the **Business Unit** filter. See the [Jobs report template](/construction/docs/jobs-report-template) article for more information.
6. When you're ready, click **Run Report**.

### Read report results

After setting filters and running the report, the report results display in a table.

### To find open jobs:

1. In the *Filter by* field, select **Job Start Date**. Then, click **Run Report** to update the report results.
2. In the *Status* column, click **Filter ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/can-i-make-a-report-that-tracks-open-jobs-and-payment-status-image-ynt4pw7u.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A50%3A48Z&se=2026-10-31T02%3A50%3A48Z&sr=c&sp=r&sig=0NtfJFC6TYdyKL4F5KvP2TdUX05eJmmfH4UbMsWWlTI%3D)**.
3. Select the first *Contains* field to open the dropdown menu, then select **Does not contain**.
4. Type in **Completed**.
5. In the second *Contains* field, select **Does not contain**, then type in **Canceled**.
6. Click **Filter**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/can-i-make-a-report-that-tracks-open-jobs-and-payment-status-image-aop0w0s3.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A50%3A48Z&se=2026-10-31T02%3A50%3A48Z&sr=c&sp=r&sig=0NtfJFC6TYdyKL4F5KvP2TdUX05eJmmfH4UbMsWWlTI%3D)
7. The report results will update, showing all jobs that are not in *Completed* or *Canceled* status.

### To find completed jobs that haven't been billed:

1. In the *Filter by* field, select **Job Completion Date**. Then, click **Run Report** to update the report results.
2. Compare the *Jobs Total* and *Jobs Payments* columns. If the Jobs Payment doesn't match the Jobs Total column, the job still has remaining payments that haven't been billed.

### To find completed jobs with no invoice task items:

1. In the *Filter by* field, select **Invoice Date**. Then, click **Run Report** to update the report results.
2. Click **Edit Report**.
3. In the Edit Report screen that opens, select **Empty Invoices**. Then click **Apply**.
4. Click **Run Report** to update the report results.
5. In the Status column, click **Filter ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/can-i-make-a-report-that-tracks-open-jobs-and-payment-status-image-vsinz8l9.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A50%3A48Z&se=2026-10-31T02%3A50%3A48Z&sr=c&sp=r&sig=0NtfJFC6TYdyKL4F5KvP2TdUX05eJmmfH4UbMsWWlTI%3D)**.
6. Under the first *Contains* field, type in **Completed**. Then click **Filter**.
7. The report results will update, displaying all Completed jobs. Any jobs with a check mark in the **Empty Invoice** column do not have any invoice task items on the invoice. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/can-i-make-a-report-that-tracks-open-jobs-and-payment-status-image-g0rwavtd.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A50%3A48Z&se=2026-10-31T02%3A50%3A48Z&sr=c&sp=r&sig=0NtfJFC6TYdyKL4F5KvP2TdUX05eJmmfH4UbMsWWlTI%3D)

### To find jobs with payments taken:

1. In the *Filter by* field, select **Last Paid On Date**. Then, click **Run Report** to update the report results.
2. The report results will update, displaying all jobs that have had payments taken. You can compare the *Jobs Total* column with the *Jobs Payments* column to see if there are any remaining payments left for the job.