Build tailored reports for every part of your business — from tracking technician performance to reconciling financials — using flexible templates that let you choose the KPIs, filters, and layout that matter most.
Custom reports are reports you create based on report templates. Each template focuses on a specific part of your business and covers several key performance indicators (KPIs). Select which KPIs to include, apply advanced filters, and configure the report layout.
Ensure users have the right access levels to view and manage custom reports.
Required access
The ability to create custom reports is dependent on your ServiceTitan Package. For custom reports access, please contact your Customer Success Manager.
Once setup is complete
Build reports tailored to any business function — track technician performance, reconcile financials, monitor memberships, and analyze trends over time.
Revenue is based primarily on completed job invoices, but also includes membership billing, point of sale, Progress Billing, and adjustment invoices.
For example, a sales technician builds and presents an estimate to a customer for a $1500 install. If the customer agrees to the work, the estimate is considered sold and the estimate subtotal of $1500 counts towards the Total Sales key performance indicator (KPI). No money is exchanged because no work is performed.
Revenue is only counted after the install job is completed. If a job is booked off the sold estimate and an install team completes the job, then the invoice subtotal of $1500 that the customer pays is counted as revenue.
What's the difference between a closed job and a Converted job?
A closed job — also known as a Sold job — is a sales job where the subtotal of at least one sold estimate on the job meets the Sold threshold.
A converted job is a service, maintenance, or install job where the invoice subtotal meets the sold threshold.
The following KPIs can be found in the Technician Performance and Business Unit Performance report templates:
Opportunity Conversion Rate
Total Conversion Rate
Note: This measures technicians' conversions for all jobs, and not just opportunities. We recommend using the Opportunity Conversion Rate instead, to adhere to industry best practices.
Converted Jobs
Converted Jobs
Opportunities
Completed Jobs
Tip: Use the Completed Jobs KPI only with the Total Conversion Rate.
Note: A pre-built Revenue report with these columns can be found in the Technician Dashboard and Business Unit Dashboard report categories.
Where can I find Close Rates in reporting?
The following KPIs can be found in the Technician Performance and Business Unit Performance report templates:
Close Rate
Closed Opportunities
Sales Opportunities
Note: A pre-built Sales report with these columns can be found in the Technician Dashboard and Business Unit Dashboard report categories.
Related workflows
Explore neighboring areas of ServiceTitan that connect with Custom Report Templates.
Reporting Permissions
Control who can view and manage reports across your organization.