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Reports Home

  • Updated on Jun 10, 2026
  • Published on Apr 29, 2026
  • 5 minute(s) read
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Core Product

Reports

Access powerful analytics through built-in and customizable reports tailored to your specific business needs — run, filter, and schedule reports to gain actionable insights.

Product overview

See Reports in action

This video walks through how to access, run, and customize reports in ServiceTitan — including built-in reports, custom report templates, and scheduling options.

Setup

Reports gives you access to powerful analytics through built-in and customizable reports. Control access permissions, track key performance indicators, and schedule reports to keep your team informed.

Setup checklist

Identify which report templates to use

Learn which report templates can help you create specific reports — a good starting point before building custom reports.

Set view and edit report permissions

Control who has access to view or edit individual reports and report templates.

Bulk set view and edit report permissions

Set permissions for multiple employees at once to save time when onboarding your team.

Set reports related permissions for office employees

Protect access to sensitive reporting details by configuring office employee permissions.

No special setup required

You can begin running reports right away — Most reports are available to all ServiceTitan customers without additional configuration.

Enterprise customers

Enterprise Hub customers can also access Rollup Reporting for multi-location reporting across all your business units.

Advanced Setup — Reports

Business units: Since many reports include business unit-level filters, make sure your business units are set up and mapped to the proper trades or divisions of your business.

Report sharing: Manage your report sharing settings for built-in reports to manage report access on an individual basis.

Key workflows

Core workflows for using Reports in ServiceTitan.

Built-in reports

Ready-made reports included with your account to perform popular reporting tasks.

Legacy reports

The basic reports that originally launched with ServiceTitan — filterable but not customizable.

Troubleshooting & FAQ

Quick solutions to common issues and answers to frequently asked questions.

Frequently Asked Questions

Common questions about finding, using, and troubleshooting reports in ServiceTitan.

How do I find reports?

Go to Reports > All Reports. Reports are arranged on cards by category.

To find a specific report, enter a few letters from the report name in the search bar at the top of the screen.

Reports search bar

You can also use the Categories, Templates, and Created By dropdowns to filter the reports displayed.

Reports filter dropdowns
Why can't I find the report I'm looking for?

To access a report, you must have view permissions enabled for the:

• Report template the report is based on

• Category the report is listed under on the All Reports screen

Contact your account administrator for help in setting your reporting permissions.

What are the differences between legacy reports, custom reports, and built-in reports?

Legacy reports are the basic reports that originally launched with ServiceTitan. They can be filtered but are not customizable.

Custom reports are reports that you create based on report templates. Each report template focuses on a specific part of your business and covers several key performance indicators (KPIs). You can select which KPIs to include as columns in a custom report.

Built-in reports are pre-built reports included with ServiceTitan that track commonly used business metrics.

How can I find more information about a report?

Go to Reports > All Reports. Click on a card under the report name.

Report card in All Reports view

A report details screen opens that shows: the report description, who created the report, the report template it's based on, KPIs included in the report, and office employees who have access to the report.

Report details screen
Some report columns include a Total at the bottom. Why isn't this available for all columns?

We have a feature that allows you to aggregate report column data. You can configure columns to calculate sums, averages, and more. Please contact Technical Support for details.

Why are my reports not loading or showing errors?

If your reports are failing to load or you receive an error such as Object reference not set to an instance of an object, there are a few things you can check:

Step 1: Ensure you have the appropriate reporting permissions for the template you're trying to use. See Set reporting permissions for more.

Step 2: You may need to clear your browser cache. See Clearing your cache for more.

Step 3: You may be trying to run a report that contains too many results, which is causing delays in report generation. You can reduce the scope of your report by using filters to narrow down the report results.

Why am I receiving an Unauthorized access error when trying to access detailed view/drilldown in a report?

If you're receiving an error Action cancelled, Unauthorized access when trying to view drilldown details in a report, you may be missing the necessary permissions. To resolve, an administrator at your company must:

Step 1: Go to Settings in the top toolbar.

Step 2: In the side panel, go to People > Employees.

Step 3: Click Edit next to the employee having the issue.

Step 4: Click the Permissions tab.

Step 5: Locate the Allow view, share, and edit all reports and dashboards permission and check the box next to it.

Step 6: Click Save to apply the changes.

Step 7: Have the employee log out and then log back into ServiceTitan.

Step 8: When they access the report next, they should be able to access the report drilldown without errors.

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