---
title: "GreenSky® report template"
slug: "greensky-report-template"
updated: 2026-10-15T01:19:59Z
published: 2026-10-15T01:19:59Z
canonical: "help.servicetitan.com/greensky-report-template"
---

> ## 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.

# GreenSky® report template

## Overview

The GreenSky® report provides a list of all GreenSky® applications and related information, giving you a comprehensive look at customers who have been approved, declined, or have incomplete applications.

---

### 

#### Who uses this feature

- Administrators, office employees, and managers

#### Feature configuration

- Account configuration required. To set up this feature, contact the ServiceTitan Financing team at [financing@servicetitan.com](mailto:financing@servicetitan.com).

## Create a GreenSky® report

Follow the steps to create a [custom report based](/construction/docs/create-custom-reports) on the GreenSky® report template.

## Run the GreenSky® report

1. Use the *From* and *To* calendar fields to set a range of dates for the report. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/greensky-report-guide-image-vocucr08.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A41%3A11Z&se=2026-10-31T02%3A41%3A11Z&sr=c&sp=r&sig=TuBTu3qDWOo0eUcFFYHwtfbHzoVYOOkFjeXbvP5vWxM%3D)
2. Enter an **Application Id** to look for a particular application, or leave blank to include all applications for your date range.
3. Click **Run**. The GreenSky® report generates. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/greensky-report-guide-image-lwj12rgf.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A41%3A11Z&se=2026-10-31T02%3A41%3A11Z&sr=c&sp=r&sig=TuBTu3qDWOo0eUcFFYHwtfbHzoVYOOkFjeXbvP5vWxM%3D)

> **Note**: This report includes more columns than can be displayed at once. Use the horizontal scroll bar on the bottom of the report to view all of the columns.

## Read report results

Your report results display in a table based on the filters you set. By default, the GreenSky® report includes the following columns:

| ## Report column | ## Description |
| --- | --- |
| Application Date | Date of application |
| Decision | Whether the application was approved or declined |
| Application ID | GreenSky® application ID |
| State | Applicant's state of residence |
| Technician | The technician who submitted the loan application |
| Loan Amount | The total amount approved |
| Request Amount | The total amount requested in the application |
| Credit Limit | The maximum potential amount the applicant could have |
| APR | The loan annual percentage (APR) rate for the loan |
| Term Name | The GreenSky® loan plan name |
| Applicant Last Name | The last name of the applicant |
| Co-Applicant Name | The last name of the co-applicant if applicable |
| Expiration Date | the expiration date of the loan filter |
| Open Spend | Available open spend credit |
| Application Status | Status of the application. Status can be - Active: The loan was approved and the purchase window has not expired. - Inactive: Can mean either that the loan was declined, or that the loan was approved but the purchase window has expired. - Pending: The loan is still being processed by GreenSky®. |
| Customer Name | The Bill To name for the loan in ServieTitan |

## Customize your report

You can add and remove columns related to GreenSky® for more specialized reporting. For further customization, you can also arrange and filter your results to narrow the focus of your report.

**Add and remove columns**

1. Above the report results, click **Edit Columns**.
2. In Edit Columns, select or deselect the items you want added to or removed from your report. Hover over a field to view a description of that column.

You can edit the GreenSky® report to show the following fields:

- **Loan Term**: The purchase window of the loan.

## Want to learn more?

- See [Overview: GreenSky® Custom Financing in ServiceTitan](/construction/docs/overview-greensky-custom-financing-in-servicetitan)
- View [Use GreenSky® Financing in ServiceTitan Mobile](/construction/docs/use-greensky-financing-in-servicetitan-mobile)

Integration with third-party financing partners (e.g., GreenSky, Wisetack) that lets customers apply for financing on large jobs.

**What it does:** Increases average ticket size and close rates by removing price barriers for customers who can't pay upfront.

**Also called:** Customer financing, Payment plans

**Tags:** Core

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

**a.k.a.** Customer Financing