---
title: "Daily Huddle Legacy Report"
slug: "daily-huddle-legacy-report"
updated: 2026-10-15T01:21:29Z
published: 2026-10-15T01:21:29Z
canonical: "help.servicetitan.com/daily-huddle-legacy-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.

# Daily Huddle Legacy Report

## Overview

This report provides a summary of main KPIs. Each KPI is broken down by current date, current week, previous week, current month, previous month, and year-to-date. Most data is based on job completion dates.

Common uses for this report

- Use this report to view service requests, revenue, job average, jobs completed, recalls, conversion rate, and other KPI data.

---

### 

#### Who uses this feature

- Administrators and managers

## Things to know

- We recommend using the **Daily Huddle** built-in report for enhanced customization, consistent KPIs, and improved scheduling and filtering options.

## 

## How to find this report

1. Click **Reports** in the main navigation menu.
2. On the *Reports* screen that opens, click **Legacy Reports**.
3. In the *Search* field, search for Daily Huddle.
4. Click the report name. Then you will be able to set filters and run the report.

![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/daily-huddle-report-guide-image-k6ziaan7.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A36%3A25Z&se=2026-10-31T02%3A36%3A25Z&sr=c&sp=r&sig=WK2HINLvbiOTSFs78VFN4sdOH0Ns0Pac3VilFhCBgcA%3D)

## Report filters

![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/daily-huddle-report-guide-image-jvuhzh5j.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A36%3A25Z&se=2026-10-31T02%3A36%3A25Z&sr=c&sp=r&sig=WK2HINLvbiOTSFs78VFN4sdOH0Ns0Pac3VilFhCBgcA%3D)

### Business Units

Filter by job business units. This report can be run by a single business unit or all business units.

![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/daily-huddle-report-guide-image-y0xe83gk.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A36%3A25Z&se=2026-10-31T02%3A36%3A25Z&sr=c&sp=r&sig=WK2HINLvbiOTSFs78VFN4sdOH0Ns0Pac3VilFhCBgcA%3D)

### Date

Filter by date. Use the calendar to select a date.

![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/daily-huddle-report-guide-image-ull0rbsh.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A36%3A25Z&se=2026-10-31T02%3A36%3A25Z&sr=c&sp=r&sig=WK2HINLvbiOTSFs78VFN4sdOH0Ns0Pac3VilFhCBgcA%3D)

## View or download the report

Click **Update** to view the report.

![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/daily-huddle-report-guide-image-5tr32016.jpg?sv=2026-02-06&spr=https&st=2026-10-31T01%3A36%3A25Z&se=2026-10-31T02%3A36%3A25Z&sr=c&sp=r&sig=WK2HINLvbiOTSFs78VFN4sdOH0Ns0Pac3VilFhCBgcA%3D)

The report can be downloaded in three different formats:

- **Download PDF**
- **Export to Excel (*.xlsx)** (click the dropdown arrow next to **Download PDF**)
- **Export to Comma separated (*.csv)** (click the dropdown arrow next to **Download PDF**)

![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/daily-huddle-report-guide-image-2tf5h6ln.jpg?sv=2026-02-06&spr=https&st=2026-10-31T01%3A36%3A25Z&se=2026-10-31T02%3A36%3A25Z&sr=c&sp=r&sig=WK2HINLvbiOTSFs78VFN4sdOH0Ns0Pac3VilFhCBgcA%3D)

## Explanation of report columns

![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/daily-huddle-report-guide-image-83f082ic.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A36%3A25Z&se=2026-10-31T02%3A36%3A25Z&sr=c&sp=r&sig=WK2HINLvbiOTSFs78VFN4sdOH0Ns0Pac3VilFhCBgcA%3D)

The report includes the following columns:

| **Today** | Date of the report. This is the date entered in the Date field when you run the report. |
| --- | --- |
| **Wtd** | Week-to-date (the current business week). Includes the most recent Monday through the set report date. |
| **Last Week** | Includes the full week, Monday through Sunday, before the week of the set report date. |
| **Mtd** | Month to date. Includes the first of the month of the set report date through the set report date. |
| **Last Month** | Includes the entire month before the set report date. For example, if the set report date is February 5, the report includes data for the entire month of January. |
| **Ytd** | Year-to-date. Includes the first of the year of the set report date through the set report date. |

## Explanation of report rows

This report includes the following rows:

![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/daily-huddle-report-guide-image-ac6x9lkk.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A36%3A25Z&se=2026-10-31T02%3A36%3A25Z&sr=c&sp=r&sig=WK2HINLvbiOTSFs78VFN4sdOH0Ns0Pac3VilFhCBgcA%3D)

| **Service Requests** | Number of jobs created within the date range that are not *No Charge* (the job does not have to be completed): Today, Week-to-Date, Last Week, Month-to-Date, Last Month, Year-to-Date. Service requests are booked convertible jobs (the job does not have to be completed). |
| --- | --- |
| **Jobs Cancelled** | Number of jobs scheduled to start in the date range that are now cancelled (excludes *No Charge* jobs): Today, Week-to-Date, Last Week, Month-to-Date, Last Month, Year-to-Date. |
| **Jobs Completed** | Number of jobs completed in the date range (excludes *No Charge* jobs with $0 subtotal): Today, Week-to-Date, Last Week, Month-to-Date, Last Month, Year-to-Date. |
| **Revenue** | Income from jobs in the Jobs Completed row: Today, Week-to-Date, Last Week, Month-to-Date, Last Month, Year-to-Date. **Calculation - Revenue:** [Sum of income items from [Jobs Completed]] |
| **Job Avg** | Job average. Average invoice total for completed jobs: Today, Week-to-Date, Last Week, Month-to-Date, Last Month, Year-to-Date. **Calculation - Job Avg:** [Total invoice totals for [Jobs Completed]] / [Jobs Completed] |
| **Job Avg No Estimates** | Job average, excluding estimates. Average invoice total of completed jobs, excluding estimates (completed jobs that fall below the sold threshold): Today, Week-to-Date, Last Week, Month-to-Date, Last Month, Year-to-Date. **Calculation - Job Avg No Estimates:** [Sum of invoice totals for ([Jobs Completed] - [Estimates])] / ([Jobs Completed] - [Estimates]) **How to configure - Sold threshold:** By default, sold threshold is set at $0. To adjust your sold threshold, go to **Settings** > **Job Types** > **Edit Job Type**. Enter your threshold in the **Sold Threshold** field, then click **Save**. |
| **Goal** | Revenue goal for the date range: Today, Week-to-Date, Last Week, Month-to-Date, Last Month, Year-to-Date. **Calculation - Goal:** [Daily Goal] x [# of days in the date range] **How to configure - Goal:** To set your daily revenue goal, navigate to **Settings** > **Business Units** > **Edit Business Unit**. Enter your daily revenue goal in the Goal field, then click **Save**. |
| **Pace** | Revenue pace: Week-to-Date, Month-to-Date, Year-to-Date. Pace is calculated from prorated current revenue figures. **Calculation - Pace, Wtd (Revenue pace, Week-to-Date):** ([Wtd Revenue] / [Number of days that have passed in the current week, as of the date of the report]) *7. **Calculation - Pace, Mtd (Revenue pace, Month-to-Date):** ([Mtd Revenue] / [Number of days that have passed in the current month, as of the date of the report]) *(Number of days in the current month). **Calculation - Pace, Ytd (Revenue pace, Year-to-Date):** ([Ytd Revenue] / [Number of days that have passed in the current year, as of the date of the report]) *365. |
| **Estimates** | Number of completed jobs whose total falls below the sold threshold: Today, Week-to-Date, Last Week, Month-to-Date, Last Month, Year-to-Date. |
| **Recalls** | Number of *Recall* jobs completed in the date range: Today, Week-to-Date, Last Week, Month-to-Date, Last Month, Year-to-Date. |
| **No Charges** | Number of *No Charge* jobs completed in the date range: Today, Week-to-Date, Last Week, Month-to-Date, Last Month, Year-to-Date. |
| **Conversion Rate** | Job conversion rate. This percentage will tell you how many jobs were converted by technicians, out of all jobs that were completed. If a technician completes a job whose total that falls below the sold threshold, the job conversion rate will be reduced accordingly. **Calculation - Conversion Rate:** ([Jobs Completed] - [Estimates]) / [Jobs Completed] * 100 |
| **Replacement Rate** | Percentage of jobs with an invoice total greater than $3,000.00. **Calculation - Replacement rate:**[Jobs Completed whose Total >= 3000] / [Jobs Completed] * 100 |