---
title: "How can I track CSR actions in ServiceTitan?"
slug: "how-can-i-track-csr-actions-in-servicetitan"
updated: 2026-10-15T01:23:41Z
published: 2026-10-15T01:23:41Z
canonical: "help.servicetitan.com/how-can-i-track-csr-actions-in-servicetitan"
---

> ## 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.

# How can I track CSR actions in ServiceTitan?

## Introduction

Use the office Audit Trail report to track specific CSR actions. Go to Reports, select the Office Audit Trail template, and choose the columns to display. Save the report for future use.

## Problem

You want to track CSR actions and activities in ServiceTitan but you're not sure how.

## Solution

### Create a custom report

The office audit trail report in ServiceTitan can help track some CSR activities. However, it only records if they take specific actions. Here's how to use it:

1. Go to the navigation bar and click **Reports**.
2. Click **Create Report**.
3. Choose the *report type* and the *report template* as **Employees > Office Audit Trail**.
4. Select the columns to be displayed in the report and click **Next**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/how-can-i-track-csr-actions-in-servicetitan-image-1rii0nsh.jpg?sv=2026-02-06&spr=https&st=2026-10-31T01%3A49%3A31Z&se=2026-10-31T02%3A49%3A31Z&sr=c&sp=r&sig=WAJnGZnFKRcmkDLJtimDmFSCx0mMHGHnP27jA%2Bia7q0%3D)
5. Set the report details and click **Save**.

Remember, this report might not show everything since it only records specific actions taken by CSRs.

A downloadable log of who changed what record and when.

**What it does:** Provides change history for accountability, error investigation, and compliance across teams.

**Also called:** Change history

**Tags:** Core

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