--- title: "Edit custom reports" slug: "edit-custom-reports" updated: 2026-10-15T01:18:26Z published: 2026-10-15T01:18:26Z canonical: "help.servicetitan.com/edit-custom-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. # Edit custom reports ## ## Overview You can easily change a custom report's details, sharing settings, and columns. You can also add filters to columns and arrange their order. When you save your changes, the report keeps them for the next time you run it. --- ### #### Who uses this feature - Administrators and office employees #### Feature configuration - 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 - Make sure you have [reporting permissions](/construction/docs/set-reporting-permissions) to edit the template the report is based on *and* to edit reports in the category the report is assigned to. For example, to edit a campaign summary report in the *Marketing* section, you need permission to edit reports based on the Campaign Summary template as well as permission to edit reports assigned to the *Marketing* category. - Any changes made to a report are visible to all office employees who have permission to view it. - You can also [group and summarize report data](/construction/docs/aggregate-report-data) to find column totals, averages, total numbers of entries, unique entries, or maximum and minimum values for items in a column. ## Edit custom report details 1. Go to the navigation bar and click **Reports**. The Reports home screen will open, showing all your reports. 2. Find the report you want to edit. Click **More** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-more-vert.png?sv=2026-02-06&spr=https&st=2026-10-30T23%3A47%3A06Z&se=2026-10-31T00%3A47%3A06Z&sr=c&sp=r&sig=6Sn8WVRc0y7Z9dy23wDyrwAYyADVq%2BfAN1UfRsoUxGQ%3D) next to it, then select **Edit**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/edit-custom-reports-image-s6ycmcmx.png?sv=2026-02-06&spr=https&st=2026-10-30T23%3A47%3A06Z&se=2026-10-31T00%3A47%3A06Z&sr=c&sp=r&sig=6Sn8WVRc0y7Z9dy23wDyrwAYyADVq%2BfAN1UfRsoUxGQ%3D) > [!TIP] > **Tip:** You can also edit a report after you've opened it. Just click **More** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-more-vert.png?sv=2026-02-06&spr=https&st=2026-10-30T23%3A47%3A06Z&se=2026-10-31T00%3A47%3A06Z&sr=c&sp=r&sig=6Sn8WVRc0y7Z9dy23wDyrwAYyADVq%2BfAN1UfRsoUxGQ%3D) next to the report name and select **Edit**. > > *![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/edit-custom-reports-image-h47vz3vz.png?sv=2026-02-06&spr=https&st=2026-10-30T23%3A47%3A06Z&se=2026-10-31T00%3A47%3A06Z&sr=c&sp=r&sig=6Sn8WVRc0y7Z9dy23wDyrwAYyADVq%2BfAN1UfRsoUxGQ%3D)* 3. Make any necessary edits: 1. **Name**: Give the report a new name. 2. **Category**: Choose a new category for the report from the dropdown menu. 3. **Description**: Update the report's description. 4. (Optional) Adjust the sharing settings. For more details, see [Manage report sharing settings](/construction/docs/manage-report-sharing-settings). 5. When you’re finished, click **Save Report**. ## Edit report columns Your report results appear in a table. You can customize which columns you want to include: 1. Click **Edit Report**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/edit-custom-reports-image-j3xek85o.png?sv=2026-02-06&spr=https&st=2026-10-30T23%3A47%3A06Z&se=2026-10-31T00%3A47%3A06Z&sr=c&sp=r&sig=6Sn8WVRc0y7Z9dy23wDyrwAYyADVq%2BfAN1UfRsoUxGQ%3D) 2. On the *Edit Report* screen, select the items you want to add as columns in your report and deselect any items you want to remove. > [!TIP] > **Tip:** Start typing the column name in the search bar to quickly find column options. > > ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/edit-custom-reports-image-m64msh3k.png?sv=2026-02-06&spr=https&st=2026-10-30T23%3A47%3A06Z&se=2026-10-31T00%3A47%3A06Z&sr=c&sp=r&sig=6Sn8WVRc0y7Z9dy23wDyrwAYyADVq%2BfAN1UfRsoUxGQ%3D) 3. When you're finished, click **Apply**. 4. To use these columns every time you run the report, click **Save Changes**. 5. Click **Run Report** to see your updated results. ## Arrange and filter a report You can customize how your report displays and add column filters to narrow down your results: - Interact with column headers to change how the report displays: - Drag a column header to change its order in the report. - Drag a column header and drop it on the bar above the report to group your results by that column. For example, if you drag the *Location City* header, the results group by city name. > [!NOTE] > **Note:** This feature is not available for every column type. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/rd-group-columns.gif?sv=2026-02-06&spr=https&st=2026-10-30T23%3A47%3A06Z&se=2026-10-31T00%3A47%3A06Z&sr=c&sp=r&sig=6Sn8WVRc0y7Z9dy23wDyrwAYyADVq%2BfAN1UfRsoUxGQ%3D) - Drag the right edge of a column header to change the column width. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/rd-column-width.png?sv=2026-02-06&spr=https&st=2026-10-30T23%3A47%3A06Z&se=2026-10-31T00%3A47%3A06Z&sr=c&sp=r&sig=6Sn8WVRc0y7Z9dy23wDyrwAYyADVq%2BfAN1UfRsoUxGQ%3D) - Click a column name to sort the report. For example, click a column of dates to sort the report chronologically. An arrow will show you the sorting order. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/rd-column-sort.png?sv=2026-02-06&spr=https&st=2026-10-30T23%3A47%3A06Z&se=2026-10-31T00%3A47%3A06Z&sr=c&sp=r&sig=6Sn8WVRc0y7Z9dy23wDyrwAYyADVq%2BfAN1UfRsoUxGQ%3D) - To filter a column: - Click **Filter** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-filter-alt.png?sv=2026-02-06&spr=https&st=2026-10-30T23%3A47%3A06Z&se=2026-10-31T00%3A47%3A06Z&sr=c&sp=r&sig=6Sn8WVRc0y7Z9dy23wDyrwAYyADVq%2BfAN1UfRsoUxGQ%3D) next to the column name. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/rd-click-filter-icon.png?sv=2026-02-06&spr=https&st=2026-10-30T23%3A47%3A06Z&se=2026-10-31T00%3A47%3A06Z&sr=c&sp=r&sig=6Sn8WVRc0y7Z9dy23wDyrwAYyADVq%2BfAN1UfRsoUxGQ%3D) - In the filter menu, use the dropdowns and fields to set how you want to filter the column. For example, if you only want to see invoices with a positive value, add a filter to the *Total* column. Select **Is greater than** and enter '0' in the next field. - Use the **And/Or** dropdown to apply multiple filters to a single column. - When filtering a column of percentages, use decimals. For example, for 25%, enter '.25'. - Click **Filter**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/rd-apply-filter.png?sv=2026-02-06&spr=https&st=2026-10-30T23%3A47%3A06Z&se=2026-10-31T00%3A47%3A06Z&sr=c&sp=r&sig=6Sn8WVRc0y7Z9dy23wDyrwAYyADVq%2BfAN1UfRsoUxGQ%3D) The table automatically updates, and the filter icon highlights to show that a filter was applied. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/rd-filter-applied.png?sv=2026-02-06&spr=https&st=2026-10-30T23%3A47%3A06Z&se=2026-10-31T00%3A47%3A06Z&sr=c&sp=r&sig=6Sn8WVRc0y7Z9dy23wDyrwAYyADVq%2BfAN1UfRsoUxGQ%3D) > [!NOTE] > **Note:** *To remove a filter, click* ***Filter*** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-filter-alt.png?sv=2026-02-06&spr=https&st=2026-10-30T23%3A47%3A06Z&se=2026-10-31T00%3A47%3A06Z&sr=c&sp=r&sig=6Sn8WVRc0y7Z9dy23wDyrwAYyADVq%2BfAN1UfRsoUxGQ%3D) *and click* ***Clear****.* - To keep your filters and other settings for the next time you run the report, click **Save Changes**. --- ### FAQ #### How can I add or remove columns (e.g., “First Appt Date”) in reports? Follow the instructions to [edit report columns](/construction/docs/edit-custom-reports#edit-report-columns) to add or remove columns from your report. You can also edit columns once added to your report: - Group the report by a specific column - Drag and drop the column to a new location in the report - Sort the column ascending or descending order - Change the size of the column to display more information - Filter a column to only display specific results Want to learn more? - Visit ServiceTitan Academy to enroll in [Navigating Reports](https://servicetitan.docebosaas.com/academy/learn/courses/377/Navigating-Reports) - See [Run, filter, and export reports](/construction/docs/run-filter-and-export-reports) - See [Set reporting permissions](/construction/docs/set-reporting-permissions)