Overview
The built-in Email Delivery Status report allows you to see the delivery statuses (delivered, bounced, etc.) of all your outbound ServiceTitan emails.
Who uses this feature
Office employees
Things to know
The Dropped status indicates a single failed email delivery attempt.
The Bounced status means that all the subsequent payments after the initial failed one weren't sent.
If your emails are bounced, please contact technical support to remove them from the bounced list.
Run the report
Go to the navigation bar and click Reports.
Click the Email Delivery Status report.
Tip: In the search field, enter a few letters from the report title for quick access.
The report opens.Click the Email From Date - Email To Date field to select a date range to report on. You can:
Use the calendar to select a specific date range and then click Apply.
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.
When you’re finished setting the date filter, click Run Report.
Read report results
Each line of the Email Delivery Status report contains information about an email that was sent.
The report includes the following columns:
Entity Name/Number: Name or number on the account the email was sent to
Emailed Item: Type of email that was sent (Estimate, Invoice, Project Invoice, Customer Statement)
Customer Name: Name of the customer
Email Status: Delivery status of the email (Delivering, Sent, Opened, Clicked, Error, Bounced, Blocked, Dropped, Rejected, Filtered, 'SpamReport, 'Unsubscribed)
Opened On: Date and time the email was first opened
Sent On: Date and time the email was sent
Recipient: Email address of the recipient
Email Body: Text included in the body of the email
Attachment Link: Link to any attachments on the email
Note: After you run a report, click the Export dropdown and select Export to PDF or Export to XLSX to download an exported copy of the report to use in other applications.
