---
title: "Create and run multi-template reports"
slug: "create-and-run-multi-template-reports"
updated: 2026-10-15T01:18:26Z
published: 2026-10-15T01:18:26Z
canonical: "help.servicetitan.com/create-and-run-multi-template-reports"
---

> ## 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 and run multi-template reports

## 

## Overview

Multi-template reports allow you to combine separate report templates into a single report, increasing the visibility of business performance while enhancing operational efficiency.

---

### 

#### Who uses this feature

- Administrators, office employees, managers, accountants, and bookkeepers
- Applies to all business types

#### Feature configuration

- Account configuration is required to use this feature. Please contact your Customer Success Manager (CSM) for details.
- Creating custom reports is available only to contractors on the Works package or Legacy/Non-Packaged contractors. Contractors on the Starter and Essentials packages have access to [built-in reports](/construction/docs/built-in-reports-home).

## 

## Things to know

- You can currently combine only two templates.
- You can’t create multi-template reports from Legacy reports or extended reports. Most extended reports are labeled with “EXT” at the end of the name.
- When you create multi-template reports, you *join* two templates through a related ID-based column called a join entity. You can only join templates that share join entities. For example, you can join the *Invoices* and *Jobs* templates because both templates contain the same ID-based *Customer ID* column. See the [Joins through data fields for multi-template reports](/construction/docs/create-and-run-multi-template-reports#joins-through-data-fields-for-multitemplate-reports) section for a list of all join entities.
- There are a few instances where joins aren’t available:
  - The *Join Template* button is disabled when creating a report. This means the selected template has no columns defined as joinable or no other templates with a matching joinable column.
  - The template is unavailable as a second template option for joining. In this case, you can’t join the initial template with the second one you selected. This occurs when the first template has one or more joinable columns, but none of these columns are present in the second template you want to join.
  - The *Customers* and *Customer Memberships* templates tend to have many rows when running the report, so they may not run when attempting to join them to another template.
- You may get unintended results in your reports when the join entities don’t match 100% in the templates you want to join. For example, if you’re joining two templates using the *Item BU* ID join entity. If in Template A, the *Item BU ID* is a 1-to-1 match, and in Template B, the *Item BU ID* is a 1-to-many match, the results may not be accurate. If this happens, you can [change the join entity](/construction/docs/create-and-run-multi-template-reports#edit-columns-and-join-via-column) on the report to get a 1-to-1 match on your data.

## Use cases

- Creating a multi-template report to join the *Jobs* and *Invoices* templates lets you view job-related information, such as costs, alongside the invoice status.
- Creating a multi-template report to join the *Technician Performance* and *Business Performance* templates lets you see how well your technicians performed on jobs in each business unit.
- Creating a multi-template report to join the *Jobs* and *Equipment* templates lets you see what equipment you keep visiting during a specific period. Additionally, you can see how many customers you’ve visited over a certain period have the same types of equipment.

## Create multi-template reports

1. Go to the navigation bar and click **Reports**.
2. In the *All Reports* section, click **Create Report**.![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-and-run-multi-template-reports-image-zy9x042e.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A06Z&se=2026-10-31T01%3A42%3A06Z&sr=c&sp=r&sig=m07SWu6jRBGR9Jd7nM9D5h69ANcSNQK6VKLELdK%2BvCg%3D)
3. On the *Create Report* screen that opens, choose a report type to see related templates. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-and-run-multi-template-reports-image-s33tgclu.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A06Z&se=2026-10-31T01%3A42%3A06Z&sr=c&sp=r&sig=m07SWu6jRBGR9Jd7nM9D5h69ANcSNQK6VKLELdK%2BvCg%3D)
4. Under *Select a report template*, click a template for your report. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-and-run-multi-template-reports-image-9y5c2hmd.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A06Z&se=2026-10-31T01%3A42%3A06Z&sr=c&sp=r&sig=m07SWu6jRBGR9Jd7nM9D5h69ANcSNQK6VKLELdK%2BvCg%3D)
5. Under *Columns to be displayed in the report*, select which columns you want to include.

> [!NOTE]
> **Note**: You can always add and remove columns later.

*![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-and-run-multi-template-reports-image-tfogx42b.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A06Z&se=2026-10-31T01%3A42%3A06Z&sr=c&sp=r&sig=m07SWu6jRBGR9Jd7nM9D5h69ANcSNQK6VKLELdK%2BvCg%3D)*
6. If you’re unsure which columns you want to include in your report, use the [Reporting Dictionary](/v1/docs/reporting-dictionary) to search for appropriate data fields.
7. When you’re done selecting columns, click **Join Template**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-and-run-multi-template-reports-image-1e0ndd6c.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A06Z&se=2026-10-31T01%3A42%3A06Z&sr=c&sp=r&sig=m07SWu6jRBGR9Jd7nM9D5h69ANcSNQK6VKLELdK%2BvCg%3D)
8. On the *Join New Template* screen that opens, in the *Select another template* section, click the **Available templates** dropdown to select a template to join with your first template. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-and-run-multi-template-reports-image-jb9p34bq.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A06Z&se=2026-10-31T01%3A42%3A06Z&sr=c&sp=r&sig=m07SWu6jRBGR9Jd7nM9D5h69ANcSNQK6VKLELdK%2BvCg%3D)

> [!NOTE]
> **Note**: Not all templates are joinable. See [Joins through data fields for multi-template reports](/construction/docs/create-and-run-multi-template-reports#joins-through-data-fields-for-multitemplate-reports) for more.
9. Select which columns you want to include in your report. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-and-run-multi-template-reports-image-oafqizld.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A06Z&se=2026-10-31T01%3A42%3A06Z&sr=c&sp=r&sig=m07SWu6jRBGR9Jd7nM9D5h69ANcSNQK6VKLELdK%2BvCg%3D)
10. When you’re done selecting columns, click **Next**.
11. In the *Set Details* screen that opens, enter the name of your report in the **Name** field.
12. From the **Category** dropdown, select a category where you want your report to be listed.
13. (Optional) In the **Description** field, enter a report description. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-and-run-multi-template-reports-image-6on6z3et.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A06Z&se=2026-10-31T01%3A42%3A06Z&sr=c&sp=r&sig=m07SWu6jRBGR9Jd7nM9D5h69ANcSNQK6VKLELdK%2BvCg%3D)
14. When finished, click **Save**.

You can see the report you created.

## Run and filter multi-template reports

1. Click the name of the report you want to run.

> [!TIP]
> **Tip**: *Enter the first few letters of the report title in the search bar to filter the list of reports.* *![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-and-run-multi-template-reports-image-flnfn57o.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A06Z&se=2026-10-31T01%3A42%3A06Z&sr=c&sp=r&sig=m07SWu6jRBGR9Jd7nM9D5h69ANcSNQK6VKLELdK%2BvCg%3D)*
2. With multi-template reports, you must filter each template differently. Filters applied to each reporting template apply to that reporting template specifically. For example, if a multi-template report contains the *Jobs* and *Invoices* templates, you can filter the *Jobs* data by *Job Completion Date* while filtering the *Invoices* data by *Invoice Date*. In the default view of multi-template reports, there are two levels for filtering: common filters and template-specific filters.
  1. Common filters are filters that are available in both the original report templates. For example, many reports include a *Business Unit* or a *Date* filter. These are common filters. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-and-run-multi-template-reports-image-87wdowbk.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A06Z&se=2026-10-31T01%3A42%3A06Z&sr=c&sp=r&sig=m07SWu6jRBGR9Jd7nM9D5h69ANcSNQK6VKLELdK%2BvCg%3D)
  2. Template-specific filters are top-level filters that only one of the two templates had originally. For example, in a report that combines the *Jobs* and *Invoices* templates, you can filter the *Jobs* columns by *Jobs with Next Appt Start Date* and also filter the *Invoices* columns by *Last Paid On Date*. In this example, the *Jobs* template-specific filter you select would only affect columns from the *Jobs* report template. The *Invoices* template-specific filter you select would only affect the columns from the *Invoices* report template. *![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-and-run-multi-template-reports-image-387a34b6.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A06Z&se=2026-10-31T01%3A42%3A06Z&sr=c&sp=r&sig=m07SWu6jRBGR9Jd7nM9D5h69ANcSNQK6VKLELdK%2BvCg%3D)*
3. You can also separate the filtering for each of the joined templates. To separate filtering, click **Independent Filters** and set the filters you wish. Using the *Independent Filters* toggle lets you set individual filters for each template instead of having the common and template-specific filter default view. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-and-run-multi-template-reports-image-lja4197d.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A06Z&se=2026-10-31T01%3A42%3A06Z&sr=c&sp=r&sig=m07SWu6jRBGR9Jd7nM9D5h69ANcSNQK6VKLELdK%2BvCg%3D)
4. Once you have set your filters, click **Run Report**.

### Read report results

Your report results are displayed in a table. Some things to know about multi-template reports:

- You can use the bottom scroll bar to view additional columns, or you can use the side scroll bar to view additional rows.
- You can drill down in reports to get additional details. For more information, see [Drill down in reports](/construction/docs/run-filter-and-export-reports#drill-down-in-reports).
- You can edit the columns on multi-template reports and change the column you join the reports through. See [Edit columns and Join Via column](/construction/docs/create-and-run-multi-template-reports#edit-columns-and-join-via-column) for more.
- You can change the join type and swap the template positions. See [Change join type and swap positions](/construction/docs/create-and-run-multi-template-reports#change-join-type-and-swap-positions) for more.
- You can customize your report's display and add column filters to narrow your results. For more information, see [Filter and arrange report](/construction/docs/run-filter-and-export-reports#filter-and-arrange-a-report).
- You can export your report results to use in spreadsheets and other documents. For more information see [Export a report](/construction/docs/run-filter-and-export-reports#export-a-report).
- You may get unintended results in your reports when the join entities don’t match 100% in the templates you want to join. For example, if you’re joining two templates using the *Item BU ID* join entity. If in Template A, the *Item BU ID* is a 1-to-1 match, and in Template B, the *Item BU ID* is a 1-to-many match, the results may not be accurate.

## Edit columns and Join via column

With multi-template reports, you can:

- Edit the columns from both templates you want to include in your report results.
- Edit the column you want to use to join the templates.

### Edit columns

1. Click on the name of the report you want to run.
2. Click **Edit Columns**.
3. On the *Edit Columns* screen that opens, check the box next to the columns you want to display in your report results.

> [!TIP]
> **Tip:** *The columns for both report templates appear on the* Edit Columns *screen. Click* ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-keyboard-arrow-up.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A06Z&se=2026-10-31T01%3A42%3A06Z&sr=c&sp=r&sig=m07SWu6jRBGR9Jd7nM9D5h69ANcSNQK6VKLELdK%2BvCg%3D) *next to the template name to hide the columns from that template after selecting the columns you want to display in your report results from that template.*
> 
> ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-and-run-multi-template-reports-image-8p8yuz3t.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A06Z&se=2026-10-31T01%3A42%3A06Z&sr=c&sp=r&sig=m07SWu6jRBGR9Jd7nM9D5h69ANcSNQK6VKLELdK%2BvCg%3D)
4. When finished, click **Apply**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-and-run-multi-template-reports-image-mk69dwa8.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A06Z&se=2026-10-31T01%3A42%3A06Z&sr=c&sp=r&sig=m07SWu6jRBGR9Jd7nM9D5h69ANcSNQK6VKLELdK%2BvCg%3D)

### Edit Join via column

1. Click on the name of the report you want to run.
2. Click **Edit Columns**.
3. On the *Edit Columns* screen that opens, click **Edit** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-edit.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A06Z&se=2026-10-31T01%3A42%3A06Z&sr=c&sp=r&sig=m07SWu6jRBGR9Jd7nM9D5h69ANcSNQK6VKLELdK%2BvCg%3D) next to **Join via column**.
4. Use the dropdown to select a new column to join the two report templates. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-and-run-multi-template-reports-image-93cstic7.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A06Z&se=2026-10-31T01%3A42%3A06Z&sr=c&sp=r&sig=m07SWu6jRBGR9Jd7nM9D5h69ANcSNQK6VKLELdK%2BvCg%3D)
5. Click ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-check.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A06Z&se=2026-10-31T01%3A42%3A06Z&sr=c&sp=r&sig=m07SWu6jRBGR9Jd7nM9D5h69ANcSNQK6VKLELdK%2BvCg%3D) to save your changes.
6. Repeat steps 2-4 for the second template if needed.
7. When you’re finished, click **Apply** to apply your changes to the multi-template report.
8. To see the report results, click **Run Report.**

## Change join type and swap positions

With multi-template reports, you can edit how you want the data joined. You can also swap the positions of the templates.

### Change join type

1. Click on the name of the report you want to run.
2. Click **Edit Columns**.
3. On the *Edit Columns* screen that opens, scroll to the **Join Types & Swapping** section.
4. Select which join type you want to use for the multi-template report:
  1. **Left Join:** Using left join will return all rows of data from the first template and only the rows in the second template that match. Multi-template reports use left join by default.
  2. **Inner Join:** Using inner join combines the two tables based on a shared key.

> [!NOTE]
> **Join type example**
> 
> For example, you want to run a multi-template report combining the Jobs and Invoices templates. You’re joining these templates through the Job ID column.
> 
> 1. The Jobs template contains columns for *Job ID* and *Customer Name*.
> 2. The Invoices template contains columns for *Job ID* and *Invoice Amount*.
> 
> A **left join** returns all the jobs from the Jobs template, whether or not they have a matching invoice in the Invoices template. If there’s no invoice in the Invoices template for a job, it will still show the job details but with a blank or null value for the Invoice Amount. An **inner join** returns the jobs with a *matching job number* in both the Jobs and Invoices templates. You only get records for jobs that have an invoice associated with them.

![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-and-run-multi-template-reports-image-i5oil9km.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A06Z&se=2026-10-31T01%3A42%3A06Z&sr=c&sp=r&sig=m07SWu6jRBGR9Jd7nM9D5h69ANcSNQK6VKLELdK%2BvCg%3D)
5. When finished, click **Apply**.

### Swap template positions

Click ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-and-run-multi-template-reports-image-vj2i3ax1.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A06Z&se=2026-10-31T01%3A42%3A06Z&sr=c&sp=r&sig=m07SWu6jRBGR9Jd7nM9D5h69ANcSNQK6VKLELdK%2BvCg%3D) between the two templates to switch template positions. This changes the position of the main or first selected template and the secondary template.

For example, if you initially selected the *Jobs* template when creating the multi-template report, each row in the report shows data about a different job. If you want the report to show data about a different invoice, you can swap the positions of the templates instead of creating a brand-new report.

> [!NOTE]
> **Note:** The Join Type does not change if you swap the templates.

![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-and-run-multi-template-reports-image-d6pigdis.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A06Z&se=2026-10-31T01%3A42%3A06Z&sr=c&sp=r&sig=m07SWu6jRBGR9Jd7nM9D5h69ANcSNQK6VKLELdK%2BvCg%3D) When you’re finished, click **Apply**.

## Joins through data fields for multi-template reports

In the tables below, you can see all data fields, or columns, available for creating multi-template reports and the data fields, or columns, you can use to join the templates.

### Business Unit ID

| **Template Name** | **Data Field Name used on template** |
| --- | --- |
| Invoices | Invoice Business Unit ID |
| Jobs | Business Unit ID |
| Estimates | Business Unit ID |
| Technician Performance | Technician Business Unit ID |
| Business Unit Performance | Business Unit ID |
| Office Performance | Employee Business Unit ID |
| Invoice Items | Item Business Unit ID Job Business Unit ID |
| Invoice Items by Technician | Item Business Unit ID Job Business Unit ID Business Unit ID |
| Project Job Costing | Sold Estimate Business Unit ID |
| Applied Payments | Job Business Unit ID Invoice Business Unit ID |
| Calls | Job Business Unit ID |
| Inventory Line Items | Business Unit ID |
| Campaign Summary | Campaign Business Unit ID |
| Recurring Service Events | Recurring Service Business Unit ID |
| Nexstar Coaching and Tracking | Job Business Unit ID |
| Purchasing | Business Unit ID |
| Inventory | Business Unit ID |
| Reviews | Business Unit ID |

### Customer ID

| **Template Name** | **Data Field Name used on template** |
| --- | --- |
| Invoices | Customer ID |
| Jobs | Customer ID |
| Estimates | Customer ID |
| Master Pay File | Customer ID |
| Invoice Items | Customer ID |
| Invoice Items by Technician | Customer ID |
| Customers | Customer ID |
| Project Job Costing | Customer ID |
| Equipment | Customer ID |
| Applied Payments | Customer ID |
| Calls | Customer ID |
| Inventory Line Items | Customer ID |
| Locations | Customer ID |
| Customer Memberships | Customer ID |
| Recurring Service Events | Customer ID |
| Forms | Customer ID |
| Purchasing | Customer ID |
| Inventory | Customer ID |
| Reviews | Customer ID |
| Form Submissions | Customer ID |

### Export ID

| **Template Name** | **Data Field Name used on template** |
| --- | --- |
| Invoices | Export ID |
| Applied Payments | Export ID |

### Invoice ID

| **Template Name** | **Data Field Name used on template** |
| --- | --- |
| Invoices | Invoice ID Base Invoice ID |
| Jobs | Invoice ID |
| Estimates | Invoice ID |
| Master Pay File | Invoice ID |
| Timesheets | Invoice ID |
| Invoice Items | Invoice ID |
| Invoice Items by Technician | Invoice ID |
| Applied Payments | Invoice ID |

### Location ID

| **Template Name** | **Data Field Name used on template** |
| --- | --- |
| Invoices | Location ID |
| Jobs | Location ID |
| Estimates | Location ID |
| Master Pay File | Location ID |
| Invoice Items | Location ID |
| Invoice Items by Technician | Location ID |
| Project Job Costing | Location ID |
| Equipment | Location ID |
| Applied Payments | Location ID |
| Calls | Location ID |
| Locations | Location ID |
| Customer Memberships | Location ID |
| Recurring Service Events | Location ID |
| Forms | Location ID |
| Form Submissions | Location ID |

### Payroll ID

| **Template Name** | **Data Field Name used on template** |
| --- | --- |
| Technician Performance | Payroll ID |
| Master Pay File | Payroll ID |
| Invoice Items by Technician | Payroll ID |

### Job ID

| **Template Name** | **Data Field Name used on template** |
| --- | --- |
| Invoices | Job ID |
| Jobs | Job ID |
| Estimates | Parent Job ID |
| Master Pay File | Job Id |
| Timesheets | Job Id |
| Invoice Items | Job ID |
| Invoice Items by Technician | Job ID |
| Applied Payments | Job ID |
| Calls | Job ID |
| Recurring Service Events | Job ID |
| Office Audit Trail | Job ID |
| Activity Tracker | Job ID |
| Reviews | Job id |

Multi-template report examples

- You can create a multi-template report using the Jobs and Technician Performance templates because they share the same *Business Unit ID* data field. Even though the data field on the Technician Performance template is called Technician Business Unit ID, it is the same as Business Unit ID, with a different name.
- You can’t create a multi-template report using the Jobs and Master Pay File template using the *Business Unit ID* data field. The Master Pay File template doesn’t contain that data field. However, if you select the **Location ID** data field, you can join the templates because both contain the Location ID data field.

## Want to learn more?

- See [Create custom reports](/construction/docs/create-custom-reports)
- See [Run, filter, and export reports](/construction/docs/run-filter-and-export-reports)
- See [Schedule reports](/construction/docs/schedule-reports)

When sold, a customer membership is configured from the membership type. You add customer-specific details like billing information, service location, and recurring services.

[Learn more →](https://help.servicetitan.com/docs/memberships-glossary) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)