Setup
Legacy reports are the original, built-in reports that predate the newer built-in reports. We recommend using upgraded built-in reports or creating custom reports instead — they offer enhanced features such as drilldowns, consistent KPIs, better customization, and improved scheduling options.
Setup checklist
Control who can access and run legacy reports via report permissions and report category permissions.
Understand legacy vs. built-in reports
Many legacy reports have been upgraded or replaced. Review which reports are still in use for your specific workflows before migrating.
Schedule reports for delivery
Legacy reports can be scheduled to run and deliver to select recipients, even without granting full report access.
Included with ServiceTitan
Legacy reports are a Core product available to all ServiceTitan customers — no additional subscription required.
Upgrade when ready
Built-in reports and custom reports offer drilldowns, consistent KPIs, better customization, and improved scheduling. Upgrade at any time.
Key workflows
Browse legacy report guides by category.
Accounting report guides
Invoice-based financial data including AR, payroll, revenue, and tax reports.
Operations report guides
Job performance, membership, dispatching, and day-to-day operations data.
Marketing report guides
Customer spend history, memberships, surveys, and web booking performance.
Technician report guides
Cross-sales, close rates, dispatch activity, performance boards, and timesheets.
Sold By report guides
Employee and technician membership sales performance.
Troubleshooting & FAQ
Quick solutions to common issues and answers to frequently asked questions.
Frequently Asked Questions
Common questions about Legacy Reports.