--- title: "Create a report" slug: "create-a-report" updated: 2026-10-15T00:32:39Z published: 2026-10-15T00:32:39Z canonical: "help.servicetitan.com/create-a-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. # Create a report ## Overview You can use Rollup Reporting to create custom reports using data across all your tenants and networks. ## Access Rollup Reporting In *Enterprise Hub*, click **Rollup Reporting**. ![Overview of Enterprise Hub modules including User Management and Rollup Reporting sections.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-a-report-image-h67fngnu.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A46%3A26Z&se=2026-10-31T02%3A46%3A26Z&sr=c&sp=r&sig=VYZRbUvMzEG5knJmNaBPJqCCKpDEVXMXTspMJjtKxjY%3D) *All Reports* opens. > [!NOTE] > **Note:** By default, reports in the All Reports section are displayed on cards in a grid. ![ServiceTitan report interface showing Accounting section with BuPerf and Jobs reports.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-a-report-image-du6h90ax.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A46%3A26Z&se=2026-10-31T02%3A46%3A26Z&sr=c&sp=r&sig=VYZRbUvMzEG5knJmNaBPJqCCKpDEVXMXTspMJjtKxjY%3D) > [!TIP] > **Tip:** To view reports in a list, click **List view** at the top of the All Reports section. ![User clicking the 'Create Report' button in a software interface.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-a-report-image-uviv3kpu.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A46%3A26Z&se=2026-10-31T02%3A46%3A26Z&sr=c&sp=r&sig=VYZRbUvMzEG5knJmNaBPJqCCKpDEVXMXTspMJjtKxjY%3D) Each card includes the report name, details, and the template the report is based on. Depending on your reporting permissions and the report’s sharing settings, you can perform the following actions: - Click the report name to open the report. - Click **Bookmark** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-book.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A46%3A26Z&se=2026-10-31T02%3A46%3A26Z&sr=c&sp=r&sig=VYZRbUvMzEG5knJmNaBPJqCCKpDEVXMXTspMJjtKxjY%3D) to add the report to your *Bookmarks* screen. For more information, see [Bookmark reports](/construction/docs/bookmark-reports). - Click **Calendar** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-calendar-month.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A46%3A26Z&se=2026-10-31T02%3A46%3A26Z&sr=c&sp=r&sig=VYZRbUvMzEG5knJmNaBPJqCCKpDEVXMXTspMJjtKxjY%3D) to schedule the report. For more information, see [Schedule reports](/construction/docs/schedule-reports). - Click **More** ![](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%3A26Z&se=2026-10-31T02%3A46%3A26Z&sr=c&sp=r&sig=VYZRbUvMzEG5knJmNaBPJqCCKpDEVXMXTspMJjtKxjY%3D) to edit, share, duplicate, or delete the report. ![Jobs report card with options to edit, share, duplicate, or delete the report.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-a-report-image-66kb0oht.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A46%3A26Z&se=2026-10-31T02%3A46%3A26Z&sr=c&sp=r&sig=VYZRbUvMzEG5knJmNaBPJqCCKpDEVXMXTspMJjtKxjY%3D) ## Create a report 1. In the *All reports* section, click **Create Report**. ![User clicks on 'Create Report' button in a web application interface.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-a-report-image-h0zj52nc.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A46%3A26Z&se=2026-10-31T02%3A46%3A26Z&sr=c&sp=r&sig=VYZRbUvMzEG5knJmNaBPJqCCKpDEVXMXTspMJjtKxjY%3D) 2. On the *Report Builder* screen that opens, choose a report type to see related templates. For example, if you’re building a report on marketing campaigns, click **Marketing**. Or, click **All** to view all templates. ![Dropdown menu showing various report types with 'Marketing' selected.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-a-report-image-jiq0aom1.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A46%3A26Z&se=2026-10-31T02%3A46%3A26Z&sr=c&sp=r&sig=VYZRbUvMzEG5knJmNaBPJqCCKpDEVXMXTspMJjtKxjY%3D) 3. Under *Select a report template*, click a template to use for your report. A report template lets you know which dataset the report uses. ![User selects the 'Campaign Summary' report template from a dropdown menu.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-a-report-image-9i9qc92x.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A46%3A26Z&se=2026-10-31T02%3A46%3A26Z&sr=c&sp=r&sig=VYZRbUvMzEG5knJmNaBPJqCCKpDEVXMXTspMJjtKxjY%3D) 4. Under *Columns to be displayed in the report*, select which columns you want to include in your report. > [!TIP] > **Tip**: The *Tenant ID, Tenant Name,* and *Tenant Official Name* columns are important for each dataset, so make sure to select them while creating a report. > [!NOTE] > **Note:** You can always add and remove columns later. ![User selects completed revenue and total sales in campaign summary report.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-a-report-image-87y37s9a.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A46%3A26Z&se=2026-10-31T02%3A46%3A26Z&sr=c&sp=r&sig=VYZRbUvMzEG5knJmNaBPJqCCKpDEVXMXTspMJjtKxjY%3D) > [!TIP] > **Tip:** Enter a few letters of the column you’re looking for in the search bar to find it. ![Campaign summary showing cost options and selected daily cost checkbox for reporting.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-a-report-image-7ljpopiv.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A46%3A26Z&se=2026-10-31T02%3A46%3A26Z&sr=c&sp=r&sig=VYZRbUvMzEG5knJmNaBPJqCCKpDEVXMXTspMJjtKxjY%3D) > [!TIP] > **Tip:** If you're unsure which column you want to include in a report, you can use the Reporting Dictionary to learn more about data fields (columns). See [Learn about report data fields in the Reporting Dictionary](/construction/docs/learn-about-report-data-fields-in-the-reporting-dictionary-2) for more. 5. When you’re done selecting columns, click **Next**. 6. In the *Set Details* screen that opens, in the **Name** field, enter the name of your report. 7. From the **Category** dropdown, select a category where you want your report to be listed. 8. (Optional) In the **Description** field, enter a report description. ![Form for setting details of a marketing report including name, category, and sharing options.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-a-report-image-j42cg60l.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A46%3A26Z&se=2026-10-31T02%3A46%3A26Z&sr=c&sp=r&sig=VYZRbUvMzEG5knJmNaBPJqCCKpDEVXMXTspMJjtKxjY%3D) 9. When you’re done, click **Next**. 10. On the *Members & Access* screen that opens, select members who can access your report. ![List of members with access permissions displayed in a user interface.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-a-report-image-a5sf7936.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A46%3A26Z&se=2026-10-31T02%3A46%3A26Z&sr=c&sp=r&sig=VYZRbUvMzEG5knJmNaBPJqCCKpDEVXMXTspMJjtKxjY%3D) > [!NOTE] > **Note:** You can always edit the sharing settings later and give individual permissions to each member. For more information, see [Edit report sharing settings](/construction/docs/edit-report-sharing-settings). 11. When you’re done, click **Save**. You can see the report you created. ## Want to learn more? - See [Run, filter and export Rollup reports](/construction/docs/run-filter-and-export-rollup-reports) - See [Edit report sharing settings](/construction/docs/edit-report-sharing-settings) - See [Schedule Rollup reports](/construction/docs/schedule-rollup-reports)