--- title: "YOY Trends reports" slug: "yoy-trends-reports" updated: 2026-10-15T01:19:26Z published: 2026-10-15T01:19:26Z canonical: "help.servicetitan.com/yoy-trends-reports" --- > ## 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. # YOY Trends reports ## Overview The YOY Trends reports let you build year-over-year graphs for the following key performance indicators (KPIs): completed revenue, completed jobs, lead calls, canceled jobs, and future scheduled jobs. You can view multiple years on one graph, giving you a visual tool for tracking business performance. --- ### #### Who uses this feature - Administrators and managers ## ## Run report Select the report and set filters before you run it: 1. Go to the navigation bar and click **Reports**. The *All Reports* screen opens. 2. Click one of the following reports to open it: > [!TIP] > **Tip:** In the search field, enter a few letters from the report title for quick access. *![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/yoy-trends-reports-image-siy5t3ol.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A41%3A41Z&se=2026-10-31T02%3A41%3A41Z&sr=c&sp=r&sig=vFhHrMzcJOaeAOVmFursOVfdBWRG7q0du2naDrBKliU%3D)* 1. **YOY Trends - Canceled Jobs**: Reports on number of jobs scheduled within the selected date range that are canceled 2. **YOY Trends - Completed Jobs**: Reports on number jobs completed within the selected date range 3. **YOY Trends - Future Scheduled Jobs**: Reports on all jobs created within the selected date range that are not canceled 4. **YOY Trends - Completed Revenue**: Reports on completed revenue which is the subtotal of income items for completed jobs 5. **YOY Trends - Lead Calls**: Reports on number of calls lasting at least 60 seconds and are not classified as *excused* 3. Click the **Period** dropdown and select the time unit you want to report on: *Day*, *Week*, or *Month*. 4. Click the **From - To** field to select a date range to report on. 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=2026-10-31T01%3A41%3A41Z&se=2026-10-31T02%3A41%3A41Z&sr=c&sp=r&sig=vFhHrMzcJOaeAOVmFursOVfdBWRG7q0du2naDrBKliU%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. > [!TIP] > **Tip:** The results display in a year-long graph. Enter a range that spans at least two years. For example, if you enter 1/1/18 to 12/31/19, the report graphs results from 2019 and 2018 on the same timeline for you to compare. 5. From the **Business Unit** dropdown, select the job business units (BUs) you want to report on. By default, the report runs for all BUs. You can filter your report by BUs or BU 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=2026-10-31T01%3A41%3A41Z&se=2026-10-31T02%3A41%3A41Z&sr=c&sp=r&sig=vFhHrMzcJOaeAOVmFursOVfdBWRG7q0du2naDrBKliU%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=2026-10-31T01%3A41%3A41Z&se=2026-10-31T02%3A41%3A41Z&sr=c&sp=r&sig=vFhHrMzcJOaeAOVmFursOVfdBWRG7q0du2naDrBKliU%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=2026-10-31T01%3A41%3A41Z&se=2026-10-31T02%3A41%3A41Z&sr=c&sp=r&sig=vFhHrMzcJOaeAOVmFursOVfdBWRG7q0du2naDrBKliU%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=2026-10-31T01%3A41%3A41Z&se=2026-10-31T02%3A41%3A41Z&sr=c&sp=r&sig=vFhHrMzcJOaeAOVmFursOVfdBWRG7q0du2naDrBKliU%3D)* 6. When you’re done setting your filters, click **Run Report**. Read report results The report graphs metrics for each year on one timeline: ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/yoy-trends-reports-image-qgdv063z.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A41%3A41Z&se=2026-10-31T02%3A41%3A41Z&sr=c&sp=r&sig=vFhHrMzcJOaeAOVmFursOVfdBWRG7q0du2naDrBKliU%3D) On the side of the graph is a color-coded key showing the metric and year. Below the graph is a table of the graph values. To interact with the graph: - Hover over a metric to highlight the points on the corresponding graph line. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/yoy-trends-reports-image-a7sajoh6.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A41%3A41Z&se=2026-10-31T02%3A41%3A41Z&sr=c&sp=r&sig=vFhHrMzcJOaeAOVmFursOVfdBWRG7q0du2naDrBKliU%3D) - Click a metric to toggle the corresponding graph line on and off. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/yoy-trends-reports-image-hqa8ebul.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A41%3A41Z&se=2026-10-31T02%3A41%3A41Z&sr=c&sp=r&sig=vFhHrMzcJOaeAOVmFursOVfdBWRG7q0du2naDrBKliU%3D) - Hover over a point on the line to view its value. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/yoy-trends-reports-image-t7ia6nib.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A41%3A41Z&se=2026-10-31T02%3A41%3A41Z&sr=c&sp=r&sig=vFhHrMzcJOaeAOVmFursOVfdBWRG7q0du2naDrBKliU%3D) - If your report includes multiple metrics, deselect **Single Y-axis** to show the Y-axes for all metrics. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/yoy-trends-reports-image-6rv5rtrl.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A41%3A41Z&se=2026-10-31T02%3A41%3A41Z&sr=c&sp=r&sig=vFhHrMzcJOaeAOVmFursOVfdBWRG7q0du2naDrBKliU%3D) > [!NOTE] > **Note:** For best results, report on a single metric at a time. To save the report graph to your computer, click the **Export** dropdown and select **Export Chart to PDF**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/yoy-trends-reports-image-wnkkb7ew.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A41%3A41Z&se=2026-10-31T02%3A41%3A41Z&sr=c&sp=r&sig=vFhHrMzcJOaeAOVmFursOVfdBWRG7q0du2naDrBKliU%3D) ## Customize report table You can also [arrange and filter your results](/construction/docs/run-filter-and-export-reports#filter-and-arrange-a-report) to customize the report results table. > **Note:** Customizing the report results table does not affect the graph. ## Want to learn more? - See [Run, filter, and export reports](/construction/docs/run-filter-and-export-reports) - Go to ServiceTitan Academy to enroll in [Navigating Reports](https://servicetitan.docebosaas.com/academy/learn/courses/377/navigating-reports)