---
title: "How do I run a sales call report by technician in ServiceTitan?"
slug: "how-do-i-run-a-sales-call-report-by-technician-in-servicetitan"
updated: 2026-10-15T01:22:29Z
published: 2026-10-15T01:22:29Z
canonical: "help.servicetitan.com/how-do-i-run-a-sales-call-report-by-technician-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 do I run a sales call report by technician in ServiceTitan?

## Problem

You need a report showing sales calls run within the past year by location sales technicians with customer information. This helps offices reach back out to customers who did not purchase anything.

## Solution

### Workflow Summary

Use the Jobs reporting template in ServiceTitan. Filter by date, job type, and technician to get sales call data.

### Create a Jobs report

1. Go to **Reports** in the main navigation menu.
2. Click **Create Report**.
3. Under *Choose report type*, select **All**.
4. Under *Select a report template*, select **Jobs**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/how-do-i-run-a-sales-call-report-by-technician-in-servicetitan-image-wm3c6mlv.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A50%3A15Z&se=2026-10-31T02%3A50%3A15Z&sr=c&sp=r&sig=hYZKtYxAshcfAprstW7yjGwglwZSFTJQtcmgSisJW%2BE%3D)
5. In the *Columns to be displayed in the report* section, add the following columns:
  1. Job Type
  2. Business Unit
  3. Job Number
  4. Invoice Number
  5. Status
  6. Jobs Total
  7. Customer Name
  8. Location Name
  9. Primary Technician
6. Add or remove additional columns from your report, then click **Next**.
7. Give the report a name, select the category where the report displays on the main Reports screen, and provide an optional description for the report.
8. When you're finished, click **Save**.
9. Use the filters to select which type of date you want to filter on, a time frame for the report, and if you want to filter the report by business unit. Then click **Run Report**.
10. In the *Job Type* column, click **Filter ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/how-do-i-run-a-sales-call-report-by-technician-in-servicetitan-image-3g2sxybz.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A50%3A15Z&se=2026-10-31T02%3A50%3A15Z&sr=c&sp=r&sig=hYZKtYxAshcfAprstW7yjGwglwZSFTJQtcmgSisJW%2BE%3D)**.
11. Set the filter to *Sales Calls* (or the Job Type that matches Sales Calls in your system), and click **Filter**.
12. The report data refreshes, showing all Sales Call jobs with the primary technician and location information.