--- title: "Create custom reports for service agreements" slug: "create-custom-service-agreements-reports" updated: 2026-10-15T01:27:18Z published: 2026-10-15T01:27:18Z canonical: "help.servicetitan.com/create-custom-service-agreements-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 custom reports for service agreements ## Overview You can create custom reports based on your Service Agreements data. --- ### ****Who uses this feature**** - Administrators, accountants, estimators, project managers, and operations managers - Primarily benefits Commercial Service and Replacement business types - Applies to all trades ## Service Agreements report template You can create custom reports based on the *Service Agreements* report dataset. Example Service Agreements reports include: - Expiring agreements - Auto-renewing agreements - Service agreements created in the previous calendar month Follow the steps to [create a custom report](/construction/docs/create-custom-reports) based on the *Service Agreements* template and select the columns to include in your report. The *Service Agreements* template has these columns selected by default: - **ID:** Unique ID for the service agreement - **Status:** Status of the service agreement: *Draft*, *Sent*, *Rejected*, *Accepted*, *Activated* - **Location Names:** Name of the location(s) on the service agreement - **Name:** Name of the service agreement - **Customer Name:** Name of the customer on the service agreement - **Account Manager:** Name of the account manager on the service agreement - **Duration Length (Months):** Duration of the service agreement in months - **Auto-renew:** Whether auto-renew is set to *Enabled* or *Disabled* for the service agreement - **Start Date:** Start date of the service agreement - **End Date:** End date of the service agreement - **Total Agreement Price:** Total price of the service agreement You can customize the report by selecting additional columns from these sections: - **Service Agreement:** Details about the service agreement such as *Created On* date, *Created By*, *Created By Method*, *Modified On* date, *Modified By*, *Business Unit*, *Summary*, *Service Agreement Template*, and *Status as of Date.* > [!NOTE] > **Note:** If your company is using ServiceTitan CRM (ST CRM), you can also include *Opportunity ID* and *Opportunity Name.* Then, when you run the report, you can click the **Opportunity ID** or **Opportunity Name** to open the linked opportunity in ServiceTitan CRM in a new tab. If no opportunity is linked, these columns remain blank. ServiceTitan CRM is currently in Early Access and is subject to change. If you want to enable this feature for your account, reach out to your customer success manager (CSM) for details. - **Service Agreement Scheduling:** Details about the scheduling for the service agreement such as *Number of Visits*, *Remaining Visits*, *Completed Visits*, and *Visit Completion %* - **Service Agreement Pricing:** Details about the pricing for the service agreement such as *Labor Markup Percentage*, *Material Markup Percentage*, *Labor Surcharge*, *Material Surcharge*, *Total Travel Cost (Estimated)*, *Total Labor Cost (Estimated)*, *Total Material Cost (Estimated)*, *Gross Margin % (Estimated)*, *Gross Margin $ (Estimated)*, and *Client-specific Pricing Rule* - **Service Agreement Billing:** Details about the billing for the service agreement such as *Billing Schedule*, *Payment Term*, *Payment Method*, *Revenue Recognition*, *Imported Deferred Amount*, *Imported Recognized Amount*, *Deferred revenue*, *Recognized Revenue*, *Deferred Revenue Balance*, *Billed Amount*, *Remaining Billing Amount*, and *Billing Completion %* - **Service Agreement Profitability:** Details about the profitability of the service agreement such as *Labor Cost (Estimated)*, *Labor Cost (Actual)*, *Labor Cost Variance*, *% of Labor Budget Used*, *Labor Hours (Estimated)*, *Labor Hours (Actual)*, *Burden Cost (Actual)*, *Performance Pay (Actual)*, *Payroll Adjustments (Actual)*, *Material Cost (Actual)*, *Material Cost Variance*, *% of Material Budget Used*, *PO Costs (Actual)*, *Equipment Costs (Actual)*, *Total Cost (Estimated)*, *Total Cost (Actual)*, *Gross Margin $ (Actual)*, *Gross Margin $ Variance*, *% of Gross Margin $ Budget Used*, *Gross Margin % (Actual)*, *Gross Margin % Variance*, *% of Gross Margin % Budget Used*, *Gross Margin/Labor (Estimated)*, *Gross Margin/Labor (Actual)*, *Gross Margin/Labor Variance*, and *% of Gross Margin/Labor Budget Used* After you create the report, use the filters at the top to filter your data: - **Business Unit:** Search for or select the *Business Unit* from the list. - **Status:** Search for or select the service agreement status from the list. - **Account Manager:** Search for or enter the name of the Account Manager assigned to the service agreement. - **Filter By:** Select the method the report will be filtered by. Options include: *Agreement Start/End Date*, *Agreement Start Date*, *Agreement End Date*, or *Agreement Status Change Date*. - **From - To:** Use the calendar to select the from and to date used by the *Filter By* filter. - **Deferred Revenue As of Date:** Use the calendar to select a date. The report calculates deferred revenue for invoices on or before the selected date. - **Deferred Revenue Invoice Status:** Select the invoice statuses you want to report on. Options include: *Pending*, *Posted*, or *Exported*. When finished setting filters, click **Run Report**. The report loads below the filters with the columns you selected displayed. You can: - Click the **ID** to open the service agreement in a new tab. - Click the **Customer Name** to open the Customer Record. - Customize the report to suit your needs. For more, see [Run, filter, and export reports](/construction/docs/run-filter-and-export-reports). ![Table displaying customer agreements with statuses and details for each entry.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-custom-service-agreements-reports-image-f6r7apd4.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A32%3A11Z&se=2026-10-31T03%3A32%3A11Z&sr=c&sp=r&sig=BRC2GJ8O64OIFgbmf9exqFEuXXGc0aMVsxHryKvHq8Y%3D) ## Service Agreement Visits report template You can create a custom report based on the *Service Agreements Visits* report dataset. Follow the steps to [create a custom report](/construction/docs/create-custom-reports) based on the *Service Agreements Visits* template and select the columns to include in your report. The *Service Agreements Visits* template has these columns selected by default: - **Service Agreement ID:** Unique ID for the service agreement - **Service Agreement Name:** Name of the service agreement - **Service Agreement Status:** Status of the service agreement, *Draft*, *Sent*, *Rejected*, *Accepted*, *Activated* - **Customer Name:** Name of the customer on the service agreement - **Location Names:** Name of the location(s) on the service agreement - **Visit Name:** The name of the visit - **Visit ID:** Unique ID for the visit - **Visit Status:** Status of the visit - **Visit Window From:** Date the visit window begins - **Visit Window To:** Date the visit window ends You can customize the report by selecting additional columns from these sections: - **Service Agreement:** Details about the service agreement, such as *Business Unit* - **Service Agreement Visit Invoice:** Details about the invoice for the visit, such as *Item Type*, *Item Code*, *Item Name*, *Item Qty*, *Item Unit Cost*, *Item Unit Price*, *Primary Vendor*, *Equipment Name*, and *Invoice Item ID* - **Other available columns:** Details about the job the visit is scheduled under, such as *Job ID*, *Job Number*, *Job Scheduled Date*, *Job Completed Date*, and *Job Tags* After you create the report, use the filters at the top to filter your data: - **Business Unit:** Search for or select the *Business Unit* from the list. - **Service Agreement Status:** Search for or select the service agreement status from the list. Options include: *Draft*, *Sent*, *Rejected*, *Accepted*, *Activated*. - **Visit Status:** Select the status of the visit. Options include: *Unscheduled, Dismissed, Job: Scheduled, Job: In Progress, Job: Hold, Job: Completed, Job: Canceled*. - **Visit Window From - Visit Window To:** Use the calendar to select the start and end date of the visit window. When finished setting filters, click **Run Report**. The report loads below the filters with the columns you selected displayed. You can: - Click the **Service Agreement Name** to open the service agreement in a new tab. - Click the **Customer Name** to open the customer record. - Click the **Location Name** to open the Location Record. - Customize the report to suit your needs. For more, see [Run, filter, and export reports](/construction/docs/run-filter-and-export-reports). ## Want to learn more? - Visit ServiceTitan Academy and enroll in [Creating & Managing Service Agreements](https://servicetitan.docebosaas.com/academy/learn/courses/242/Creating-&-Managing-Service-Agreements) - See [Run, filter, and export reports](/construction/docs/run-filter-and-export-reports) - See [Schedule reports](/construction/docs/schedule-reports) Deferred revenue is used in accrual accounting to manage advanced payment for upcoming services. After accepting payment, you only recognize it as income upon delivery of services, when the revenue is earned. Memberships use deferred revenue to account for recurring services included with a membership. [Learn more →](https://help.servicetitan.com/docs/memberships-glossary) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) **a.k.a.** deferred income The top-level account in ServiceTitan representing a property owner or account holder, containing all locations, jobs, and history. **What it does:** Serves as the single source of truth for all customer interactions, history, and financial data. **Also called:** Customer account, Client record **Tags:** Core [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) A physical service address associated with a customer, containing all jobs, equipment, and history for that property. **What it does:** Separates service history by property so businesses serving customers with multiple locations can track work at each site. **Also called:** Service address, Property record **Tags:** Core [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)