---
title: "Survey Legacy Report"
slug: "survey-legacy-report"
updated: 2026-10-15T01:21:39Z
published: 2026-10-15T01:21:39Z
canonical: "help.servicetitan.com/survey-legacy-report"
---

> ## 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.

# Survey Legacy Report

## Overview

The Survey Report provides a summary of completed customer surveys. Use this report to view customer survey responses, average rating per technician, number of survey responses per technician, comments, and other information.

---

### 

#### Who uses this feature

- Administrators and Managers

## Things to know

- Data is based on survey completion dates.
- See [Schedule reports](/construction/docs/schedule-legacy-reports) to receive this report automatically.

## Run the Report

1. Go to the navigation bar and click **Reports**.
2. Go to **Legacy Reports**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/survey-report-guide-image-ebi1ey3f.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A41%3A37Z&se=2026-10-31T02%3A41%3A37Z&sr=c&sp=r&sig=T%2B3YkMdqE3d5DuSpCP4e7YUoOiYG%2BIFHaGgmVm%2Fp%2FIM%3D)
3. Search for **Survey Report**, and then click the report name.
4. Filter the report using the following fields:
  1. **Technician**: filter by assigned technician. This report run filtering by one or all technicians. If the technician filter is set to none, the report runs for all technicians.
  2. **Business Unit**: filter by the business unit of the job for which the survey was completed. You can run this report using a single business unit, or all business units.
  3. **From**: date the report begins. Date range corresponds to survey completion dates.
  4. **To**: date the report ends. Date range corresponds to survey completion dates.
5. Click **Update**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/survey-report-guide-image-1l0pmvqq.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A41%3A37Z&se=2026-10-31T02%3A41%3A37Z&sr=c&sp=r&sig=T%2B3YkMdqE3d5DuSpCP4e7YUoOiYG%2BIFHaGgmVm%2Fp%2FIM%3D)

## Report metrics

The report includes the following metrics:

- **Job**: job number of the job for which the survey was completed
- **Job Type**: job type for which the survey was completed
- **Customer**: customer name. The customer listed here is the customer in the "Bill to" field on the customer invoice.
- **Email**: customer email. This is the Bill To customer email address.
- **Job Completed On**: the survey send date. The Job Completed On date will not change if the job is rescheduled and completed again or the job completion date is changed manually.
- **Completed On**: date of survey completion
- **Rating**: rating the customer submitted
- **Comments**: comments entered by the customer when they submitted the survey
- **# of surveys**: sum of all surveys completed in the date range across all technicians
- **Average Rating**: average rating across all technicians. Calculation: [Sum of all survey ratings in the report] / [# of Surveys in the report] ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/survey-report-guide-image-23sfnpcg.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A41%3A37Z&se=2026-10-31T02%3A41%3A37Z&sr=c&sp=r&sig=T%2B3YkMdqE3d5DuSpCP4e7YUoOiYG%2BIFHaGgmVm%2Fp%2FIM%3D)

## Want to learn more?

- See [Legacy Reports](/construction/docs/legacy-reports-home)