--- title: "Legacy reports Home" slug: "legacy-reports-home-1" updated: 2026-10-15T01:21:03Z published: 2026-10-15T01:21:03Z canonical: "help.servicetitan.com/legacy-reports-home-1" --- > ## 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. # Legacy reports Home
Core Product

Legacy Reports

The original built-in reports covering marketing, operations, technician performance, accounting, and payments — for teams that rely on specific legacy workflows or data.

New to Legacy Reports? Start here Jump to key workflows

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

Set reporting permissions

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 Operations Marketing Technician Sold By

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.

Why can't I share Legacy reports?

Legacy reports don't have the same sort of sharing settings as built-in or custom reports do. They are instead controlled by report permissions and report category permissions, which determine who can access the reports to run. You can schedule Legacy reports to be run and delivered to select recipients, but they won't have access to run the report themselves unless they're granted the specific report or category permission. See Set reporting permissions for more.

 Deferred revenue is used in accrual accounting to manage advanced payment for upcoming services. After accepting payment, you only recognize it as income upon delivery of services, when the revenue is earned. Memberships use deferred revenue to account for recurring services included with a membership. [Learn more →](https://help.servicetitan.com/docs/memberships-glossary) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) **a.k.a.** deferred income The calculation of actual costs (labor, materials, overhead) against revenue for each job to determine true profitability. **What it does:** Shows which job types, technicians, or BUs are truly profitable after accounting for all costs, not just top-line revenue. **Also called:** Job profitability, Cost tracking **Tags:** Core [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)