--- title: "Reviews report template" slug: "reviews-report-template" updated: 2026-10-15T01:20:45Z published: 2026-10-15T01:20:45Z canonical: "help.servicetitan.com/reviews-report-template" --- > ## 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. # Reviews report template ## Overview This report provides detailed information about the ratings and reviews that customers have written about your business. Use this report to manage and boost your reputation online. Example reports: - Identify trends in your reviews that you can use to improve your business - Follow up with customers who wrote negative reviews - Monitor customer ratings by technician, job type, or location --- ### #### Who uses this feature - Administrators, marketing managers, business owners, other marketers on your team, and office employees - Applies to all business types #### Feature configuration - This feature is only available with [Marketing Pro Reputation](/construction/docs/get-started-with-marketing-pro-reputation-management). - To get started with Marketing Pro Reputation, request a demo on our [Pro Products page](https://www.servicetitan.com/features/pro), or reach out to your Customer Success Manager (CSM) or Pro Account Manager. - The ability to create custom reports is dependent on your [ServiceTitan Package](https://www.servicetitan.com/pricing). For custom reports access, please contact your Customer Success Manager. Things to know - Some columns in this report only populate information for verified reviews. To verify a review, you can [manually match the review](/construction/docs/match-reviews) or use the [Auto-verify reviews feature](/construction/docs/match-reviews#autoverify-reviews-with-review-auto-verification). - Blue text in the report results represents a hyperlink. You can click a hyperlink to open the associated record. For example, click a Customer's Name to open the Customer Record. The same is true for Review ID and Job ID. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/reviews-report-template-image-gtj3sfe1.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A09Z&se=2026-10-31T01%3A42%3A09Z&sr=c&sp=r&sig=WPZ%2Fd5PcV8D%2Br9PBAIEtmiDloSTQz2wkwkbTJNUQ1Wo%3D) - This report includes both external and internal reviews. - If you’re unsure which columns you want to include in your report, use the [Reporting Dictionary](/v1/docs/reporting-dictionary) to search for appropriate data fields. - You can use this template to create as many custom reports as you need. Each report created from the template is independent and can be run or scheduled without needing to recreate it from the original template. ## Create a Reviews report Follow the steps to [create a custom report](/construction/docs/create-custom-reports) based on the Reviews template and select the columns to include in your report. The template has the following columns selected by default: - **Publish Date** and time of the review - **Location Name** of the location in Reputation Management that received the review - **Address** of the location in Reputation Management that received the review - **Platform** where the review was published - **Author Name** - **Rating** of the review - **Review** contents - **Review Response** left by you or your team - **Technician Full Name** (Includes the names of all technicians on the job) - **Technician ID** (Includes the IDs of all technicians on the job) - **Customer Name** of the person who wrote the review You can customize the report by selecting additional columns from these sections: - **Review Basics**: Details about the review, such as Tenant Name and Author Email - **Job Details**: Job-related details for the review - **Review Verification**: Details related to the review's verification ## Run a report Before running your report, set filters for dates and Business Units (BUs): 1. Click the **From - To** field to set date filters. You can: - Use the calendar to select a specific date range and then click **Apply**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/date-picker.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A09Z&se=2026-10-31T01%3A42%3A09Z&sr=c&sp=r&sig=WPZ%2Fd5PcV8D%2Br9PBAIEtmiDloSTQz2wkwkbTJNUQ1Wo%3D) - Use the left menu to select a preset date range: - **Today:** From 12:00 AM to the current time. - **Yesterday:** Previous day, from 12:00 AM to 11:59 PM. - **This Week:** From Monday through Sunday of the current week. - **Week to Date:** From Monday through the current date of the current week. - **Last 7 Days:** Previous seven days, including today. - **Last 14 Days:** Previous 14 days, including today. - **Last 30 Days:** Previous 30 days, including today. - **Month to Date:** From the first of the current month to the current day. - **Last Month:** Entire month before the current month. For example, if the date is February 5, the entire month of January. - **Last 90 Days:** Previous 90 days, including today. - **This Quarter:** Current quarter, including future dates. For example, if the date is April 25, from April 1 - June 30. - **Last Quarter:** Entire quarter before the current quarter. For example, if the date is April 25, from January 1 - March 31. - **Quarter to Date:** From the first day of the current quarter to the current day. - **Year to Date:** From January 1 of the current year to the current day. - **Last 365 Days:** Previous 365 days, including today. - **Last Year:** From January 1 of the previous year to December 31. 2. From the **Business Unit** dropdown, select the business units (BUs) you want to report on. By default, the report runs for all BUs. You can filter your report by business units or business unit categories: - Click the dropdown to select individual BUs. ![Dropdown menu showing selected business units including HVAC options and plumbing services.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/bu-filter.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A09Z&se=2026-10-31T01%3A42%3A09Z&sr=c&sp=r&sig=WPZ%2Fd5PcV8D%2Br9PBAIEtmiDloSTQz2wkwkbTJNUQ1Wo%3D) - To report on BU categories such as trade or division, click **Filter** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-filter-alt.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A09Z&se=2026-10-31T01%3A42%3A09Z&sr=c&sp=r&sig=WPZ%2Fd5PcV8D%2Br9PBAIEtmiDloSTQz2wkwkbTJNUQ1Wo%3D), select the BU categories you want to include, and click **Filter**. ![Filter options for Business Unit including Trade and Division selections.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/bu-category-filter.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A09Z&se=2026-10-31T01%3A42%3A09Z&sr=c&sp=r&sig=WPZ%2Fd5PcV8D%2Br9PBAIEtmiDloSTQz2wkwkbTJNUQ1Wo%3D) > **Note:** How BU filters are applied depends on the key performance indicator (KPI). Hover over a column header for details. *![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/new-customers-report-image-zalqx68l.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A09Z&se=2026-10-31T01%3A42%3A09Z&sr=c&sp=r&sig=WPZ%2Fd5PcV8D%2Br9PBAIEtmiDloSTQz2wkwkbTJNUQ1Wo%3D)* 3. When you’re done setting your filters, click **Run Report**. Want to learn more? - See [Edit custom reports](/v1/docs/edit-custom-reports) - See [Run, filter, and export reports](/v1/docs/run-report) - See [Schedule reports](/v1/docs/schedule-reports) ServiceTitan's integrated marketing automation platform for email, SMS, direct mail, and digital ad campaigns. **What it does:** Drives new customer acquisition and repeat revenue by automating targeted campaigns across multiple channels — all tied to actual job revenue. **Also called:** ST Marketing, Marketing automation **Tags:** Marketing Pro [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) The top-level account in ServiceTitan representing a property owner or account holder, containing all locations, jobs, and history. **What it does:** Serves as the single source of truth for all customer interactions, history, and financial data. **Also called:** Customer account, Client record **Tags:** Core [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) Tools for requesting, monitoring, and responding to online reviews across Google, Yelp, and other platforms. **What it does:** Protects and grows a business's online reputation — the primary driver of inbound calls — by automating review requests and responses. **Also called:** Review management, Online reviews **Tags:** Marketing Pro [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)