--- title: "Create custom Service Agreements reports" slug: "create-custom-service-agreements-reports" tags: ["Area - Service Agreements", "Focus - Service Replacement", "Role - Accountant", "Role - Admin", "Type - Commercial"] updated: 2026-04-25T01:42:27Z published: 2026-04-25T01:42:27Z --- > ## 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 Service Agreements reports ## Overview You can create custom reports based on your Service Agreements data. --- ### ****Who uses this feature**** - Administrators, accountants, estimators, project managers, and operations managers - Primarily benefits Commercial Service and Replacement business types - Applies to all trades ## Service Agreements report template You can create custom reports based on the *Service Agreements* report dataset. Example Service Agreements reports include: - Expiring agreements - Auto-renewing agreements - Service agreements created in the previous calendar month Follow the steps to [create a custom report](/v1/docs/create-custom-reports) based on the *Service Agreements* template and select the columns to include in your report. The *Service Agreements* template has these columns selected by default: - **ID:** Unique ID for the service agreement - **Status:** Status of the service agreement: *Draft*, *Sent*, *Rejected*, *Accepted*, *Activated* - **Location Names:** Name of the location(s) on the service agreement - **Name:** Name of the service agreement - **Customer Name:** Name of the customer on the service agreement - **Account Manager:** Name of the account manager on the service agreement - **Duration Length (Months):** Duration of the service agreement in months - **Auto-renew:** Whether auto-renew is set to *Enabled* or *Disabled* for the service agreement - **Start Date:** Start date of the service agreement - **End Date:** End date of the service agreement - **Total Agreement Price:** Total price of the service agreement You can customize the report by selecting additional columns from these sections: - **Service Agreement:** Details about the service agreement such as *Created On* date, *Created By*, *Created By Method*, *Modified On* date, *Modified By*, *Business Unit*, *Summary*, *Service Agreement Template*, and *Status as of Date* - **Service Agreement Scheduling:** Details about the scheduling for the service agreement such as *Number of Visits*, *Remaining Visits*, *Completed Visits*, and *Visit Completion %* - **Service Agreement Pricing:** Details about the pricing for the service agreement such as *Labor Markup Percentage*, *Material Markup Percentage*, *Labor Surcharge*, *Material Surcharge*, *Total Travel Cost (Estimated)*, *Total Labor Cost (Estimated)*, *Total Material Cost (Estimated)*, *Gross Margin % (Estimated)*, *Gross Margin $ (Estimated)*, and *Client-specific Pricing Rule* - **Service Agreement Billing:** Details about the billing for the service agreement such as *Billing Schedule*, *Payment Term*, *Payment Method*, *Revenue Recognition*, *Imported Deferred Amount*, *Imported Recognized Amount*, *Deferred Revenue*, *Recognized Revenue*, *Deferred Revenue Balance*, *Billed Amount*, *Remaining Billing Amount*, and *Billing Completion %* - **Service Agreement Profitability:** Details about the profitability of the service agreement such as *Labor Cost (Estimated)*, *Labor Cost (Actual)*, *Labor Cost Variance*, *% of Labor Budget Used*, *Labor Hours (Estimated)*, *Labor Hours (Actual)*, *Burden Cost (Actual)*, *Performance Pay (Actual)*, *Payroll Adjustments (Actual)*, *Material Cost (Actual)*, *Material Cost Variance*, *% of Material Budget Used*, *PO Costs (Actual)*, *Equipment Costs (Actual)*, *Total Cost (Estimated)*, *Total Cost (Actual)*, *Gross Margin $ (Actual)*, *Gross Margin $ Variance*, *% of Gross Margin $ Budget Used*, *Gross Margin % (Actual)*, *Gross Margin % Variance*, *% of Gross Margin % Budget Used*, *Gross Margin/Labor (Estimated)*, *Gross Margin/Labor (Actual)*, *Gross Margin/Labor Variance*, and *% of Gross Margin/Labor Budget Used* After you create the report, use the filters at the top to filter your data: - **Business Unit:** Search for or select the *Business Unit* from the list. - **Status:** Search for or select the service agreement status from the list. - **Account Manager:** Search for or enter the name of the Account Manager assigned to the service agreement. - **Filter By:** Select the method the report will be filtered by. Options include: *Agreement Start/End Date*, *Agreement Start Date*, *Agreement End Date*, or *Agreement Status Change Date*. - **From - To:** Use the calendar to select the from and to date used by the *Filter By* filter. - **Deferred Revenue As of Date:** Use the calendar to select a date. The report calculates deferred revenue for invoices on or before the selected date. - **Deferred Revenue Invoice Status:** Select the invoice statuses you want to report on. Options include: *Pending*, *Posted*, or *Exported*. When finished setting filters, click **Run Report**. The report loads below the filters with the columns you selected displayed. ![Table displaying customer agreements with statuses and details for each entry.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-custom-service-agreements-reports-image-f6r7apd4.png) Click the **ID** to open the service agreement in a new tab. Click the **Customer Name** to open the customer record. You can customize the report to suit your needs. For more, see [Run, filter, and export reports](/v1/docs/run-report). ## Service Agreement Visits report template You can create a custom report based on the *Service Agreements Visits* report dataset. Follow the steps to [create a custom report](/v1/docs/create-custom-reports) based on the *Service Agreements Visits* template and select the columns to include in your report. The *Service Agreements Visits* template has these columns selected by default: - **Service Agreement ID:** Unique ID for the service agreement - **Service Agreement Name:** Name of the service agreement - **Service Agreement Status:** Status of the service agreement, *Draft*, *Sent*, *Rejected*, *Accepted*, *Activated* - **Customer Name:** Name of the customer on the service agreement - **Location Names:** Name of the location(s) on the service agreement - **Visit Name:** The name of the visit - **Visit ID:** Unique ID for the visit - **Visit Status:** Status of the visit - **Visit Window From:** Date the visit window begins - **Visit Window To:** Date the visit window ends You can customize the report by selecting additional columns from these sections: - **Service Agreement:** Details about the service agreement, such as *Business Unit* - **Service Agreement Visit Invoice:** Details about the invoice for the visit, such as *Item Type*, *Item Code*, *Item Name*, *Item Qty*, *Item Unit Cost*, *Item Unit Price*, *Primary Vendor*, *Equipment Name*, and *Invoice Item ID* - **Other available columns:** Details about the job the visit is scheduled under, such as *Job ID*, *Job Number*, *Job Scheduled Date*, *Job Completed Date*, and *Job Tags* After you create the report, use the filters at the top to filter your data: - **Business Unit:** Search for or select the *Business Unit* from the list. - **Service Agreement Status:** Search for or select the service agreement status from the list. Options include: *Draft*, *Sent*, *Rejected*, *Accepted*, *Activated*. - **Visit Status:** Select the status of the visit. Options include: *Unscheduled, Dismissed, Job: Scheduled, Job: In Progress, Job: Hold, Job: Completed, Job: Canceled*. - **Visit Window From - Visit Window To:** Use the calendar to select the start and end date of the visit window. When finished setting filters, click **Run Report**. The report loads below the filters with the columns you selected displayed. Click the **Service Agreement Name** to open the service agreement in a new tab. Click the **Customer Name** to open the customer record. Click the **Location Name** to open the location record. You can customize the report to suit your needs. For more, see [Run, filter, and export reports](/v1/docs/run-report). ## Want to learn more? - Visit ServiceTitan Academy and enroll in [Creating & Managing Service Agreements](https://servicetitan.docebosaas.com/academy/learn/courses/242/Creating-&-Managing-Service-Agreements) - See [Run, filter, and export reports](/v1/docs/run-report) - See [Schedule reports](/v1/docs/schedule-reports)