--- title: "Create custom reports" slug: "create-custom-reports" updated: 2026-03-27T20:54:06Z published: 2026-03-27T20:54:06Z canonical: "help.servicetitan.com/create-custom-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. # Create custom reports ## Overview You can use the report builder to create custom reports for every aspect of your business. With customizable templates, you can track marketing costs, payroll, purchasing, payments, and more. You also control who can access your reports. [Create a Custom Report - KB Video](https://fast.wistia.net/embed/iframe/06egfk2lbd?web_component=true&seo=true&videoFoam=false) --- ### #### Who uses this feature - Administrators and office employees #### Feature configuration - Creating custom reports is available only to customers on the Works package or Legacy/Non-Packaged customers. - Permissions are required to use this feature. See [Set reporting permissions](/v1/docs/set-reporting-permissions) for more information. ## Things to know - All office employees can view or edit your report if they have permissions to view or edit both the template the report is based on and the category the report is assigned to. For example, if a campaign summary report is listed in the Marketing section, an employee with permissions to view campaign summary reports but without access to reports in the Marketing section will not be able to view it. - You can share reports with office employees as long as they have viewing permissions for the template the report is based on and the category assigned to the report. - Hover over the **Info** icon for a template or report column to see a brief description. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-custom-reports-image-66g9tul5.png) ## Create a report 1. Go to the navigation bar and click **Reports**. 2. Click **Create Report**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-custom-reports-image-1x1yg2lk.png) 3. On the *Report Builder* screen, choose a report type to view related templates. For example, if you’re building a report on marketing campaigns, click **Marketing**. Or, click **All** to view all templates. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-custom-reports-image-hcx4g8af.png) 4. Under *Select a report template*, click a template to use for your report. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-custom-reports-image-hdtesbeb.png) A list of available columns for the selected template appears.![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-custom-reports-image-2ar9m8y2.png) > [!TIP] > **Tip:** Click the **Question mark** icon next to the template name for a detailed description. *![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-custom-reports-image-pvittjr9.png)* 5. Under *Columns to be displayed in the report*, select which columns you want to include in your report. You can always [add and remove columns](/v1/docs/edit-custom-reports#customize) later. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-custom-reports-image-jkoqw45x.png) > [!TIP] > **Tip:** Enter a few letters of the column you’re looking for in the search bar to find it. > > ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-custom-reports-image-mnfpx8x8.png) 6. 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. 7. When you’re done selecting columns, click **Next**. 8. In the **Name** field, enter a name for your report. 9. Click the **Category** dropdown and select a category where your report will be listed. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-custom-reports-image-2s5g0344.png) > [!TIP] > **Tip:** Use the **Description** field to add a description. 10. You can [set sharing settings](/v1/docs/manage-report-sharing-settings) for your report. Otherwise, click **Save**. ## Add sharing settings While [creating a custom report](/v1/docs/create-custom-reports#create-a-report), after naming your report and selecting a category, you can define access in the *Sharing* section: 1. Click the **View Only** dropdown and select the office employees who can run your report. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-custom-reports-image-ww7yos5q.png) > [!TIP] > **Tip:** Type the first few letters of their name to filter the list. If an employee is not visible, they may lack the necessary reporting permissions. 2. Click the **View and Edit** dropdown and select the office employees who can view and edit your report. Their names will be automatically added to the *View Only* dropdown. 3. Deselect **Share this report for view/edit with all other users whose permissions allow them to view/edit this type of report** if you do not want all users with relevant permissions to access it. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-custom-reports-image-fb3d5180.png) 4. When you're done, click **Save.** ## --- ### FAQ #### **How can I create or generate a report for a specific dataset (e.g., customers without tax zones)?** In ServiceTitan, we refer to datasets as *templates*. There are many report templates that can be used to create custom reports. You can find explanations of many of the report templates on the [Custom report template guides](/v1/docs/custom-reports) page. A list of all available report templates can be found in ServiceTitan. 1. Go to **Reports** in the main navigation menu. 2. On the *Reports* screen that opens, click **Create Report**. 3. In the *Choose report type* section, select **All**. 4. A list of all report templates available to you shows in the *Select a report template* section. Hover over **Information ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/reports---faq-image-3kfga9nd.png)** to view a description of the report template. After you find a report template you want to use to create a custom report, [follow the instructions](/v1/docs/create-custom-reports#create-a-report) to set up your report. #### **Why don't I see the 'Create Report' button?** The ability to create custom reports depends on the package your ServiceTitan account is on. Contact your CSM for details. If your ServiceTitan account has the ability to create custom reports, you need to have the proper reporting permissions to view and edit report templates. See [Set reporting permissions](/v1/docs/set-reporting-permissions) for more. ## Want to learn more? - Visit ServiceTitan Academy to enroll in [Navigating Reports](https://servicetitan.docebosaas.com/academy/learn/courses/377/Navigating-Reports) and [Sales Tracking and Reporting](https://servicetitan.docebosaas.com/academy/learn/courses/337/Sales-Tracking-and-Reporting) - See [Run, filter, and export reports](/v1/docs/run-report) - See [Custom report template guides](/v1/docs/custom-reports)