--- title: "Create and edit report modules for custom dashboards" slug: "create-and-edit-report-modules-for-custom-dashboards" updated: 2026-03-31T18:38:41Z published: 2026-03-31T18:38:41Z --- > ## 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. # Create and edit report modules for custom dashboards ## Overview Use report modules to edit and run custom reports on custom dashboards. You can edit report columns, arrange and filter reports, and control display settings. --- ### #### Who uses this feature - Office employees - This feature is available in the ServiceTitan Works package. ## Things to know - To create or edit a dashboard module, make sure you have the correct [dashboard permissions](/v1/docs/manage-global-dashboard-permissions) enabled. Contact your account administrator for help. - You build report modules based on custom reports that you have access to. Make sure the report creator has [shared it](/v1/docs/create-custom-reports#add-sharing-settings) with you and that you have the correct [reporting permissions](/v1/docs/set-reporting-permissions). Or you can [create a custom report](/v1/docs/create-custom-reports). - You can also add [multi-template reports](/v1/docs/create-and-run-multi-template-reports) as a report module on custom dashboards. - After you build a report module based on a custom report, edits made to the custom report *do not* affect your module. - If you edit a report module, it does not affect the report it’s based on. ## Create a report module 1. While creating or editing a custom dashboard, click **Add Module**. 2. Under *Module Type*, click the dropdown and select **Report**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-and-edit-report-modules-for-custom-dashboards-image-zduku5cp.png) 3. Click the **Template** dropdown and select the report template you want to use for your module. > [!TIP] > **Tip:** Use the search bar to find a specific template by name. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-and-edit-report-modules-for-custom-dashboards-image-c91rcrxd.png) 4. A list opens of reports based on that template. > **Note:**If you don’t see the report you’re looking for listed, make sure the report creator has shared it with you and that you have the correct reporting permissions. 5. Select the report you want to use and click **Next**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-and-edit-report-modules-for-custom-dashboards-image-dp64r0mt.png) 6. By default, the module uses the same name and description as the report it’s based on. Edit the **Module Name** and **Description** fields as needed and click **Add**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-and-edit-report-modules-for-custom-dashboards-image-l2zkx5qe.png)The module displays in your custom dashboard with the columns and filters of the report it’s based on. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-and-edit-report-modules-for-custom-dashboards-image-o317z159.png) > [!TIP] > **Tip:** For information about the report the module is based on, click **Info**![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-info-outline.png) next to the module name. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-and-edit-report-modules-for-custom-dashboards-image-ntysdnh8.png) 7. If all looks good, click **Save** or, if you want to make changes, you can [edit the report module](/v1/docs/create-and-edit-report-modules-for-custom-dashboards#edit-a-report-module). ## Edit a report module 1. Go to the navigation bar and click **Dashboard**. 2. Click the **Modular Dashboard** dropdown and select the dashboard with the module you want to edit. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-and-edit-report-modules-for-custom-dashboards-image-bni7ace4.png) 3. Click **Edit Dashboard**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-and-edit-report-modules-for-custom-dashboards-image-r9169ggu.png) 4. Edit the report module as needed 1. Arrange and filter the module columns as you would in a report. 2. To hide the filters on the dashboard, click **Hide Filters**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-and-edit-report-modules-for-custom-dashboards-image-4qcm1k2j.gif) 3. To edit the columns of the module, click **Edit Columns**. 4. To edit the module name and KPIs, click **Settings**![A simple icon representing a settings gear.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-settings-inactive.png) in the module header. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-and-edit-report-modules-for-custom-dashboards-image-1n1nhrhl.png) 5. To edit the default report filters, click **Filter**![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-filter-alt.png)****. > **Note:** Some date range and business unit filters are set by the dashboard’s custom filters and cannot be edited unless you [exclude them from the custom filter](/v1/docs/manage-custom-dashboard-filters). For details on how filters are applied to a report template, see the corresponding [report template guide](/v1/docs/custom-reports). 6. To delete the module, click **Delete**![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-delete.png)****. 5. When you’re finished editing the module, click **Save**. Want to learn more? - Visit ServiceTitan Academy to enroll in [Modular Dashboard](https://servicetitan.docebosaas.com/academy/learn/courses/320/Modular-Dashboard) - See [Create custom reports](/v1/docs/create-custom-reports)