--- title: "Forms report template" slug: "forms-report-template" updated: 2026-10-16T02:58:25Z published: 2026-10-16T02:58:25Z canonical: "help.servicetitan.com/forms-report-template" --- > ## 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. # Forms report template ## Overview The Forms report template provides insight into technician compliance, customer interactions, and operational processes. This helps you improve quality control, address customer issues with documented form history, and ensure forms are being completed effectively. --- ### #### Who uses this feature - Administrators, managers, and office employees - Applies to all business types #### Feature configuration - Creating custom reports is available only to contractors on the Works package or Legacy/Non-Packaged contractors. Contractors on the Starter and Essentials packages have access to [built-in reports](https://help.servicetitan.com/landing-page/built-in-reports). ## Topics covered - [Things to know](/docs/forms-report-template#things-to-know) - [Create a Forms report](/docs/forms-report-template#create-a-forms-report) - [Run a report](/docs/forms-report-template#run-a-report) ## Things to know - Forms in an incomplete state aren't included in this report. If you have a form and want to make sure technicians are filling it out, [activate the form](https://help.servicetitan.com/how-to/use-forms#activate) and assign [form triggers](https://help.servicetitan.com/how-to/set-form-triggers). - If you're unsure which columns you want to include in your report, use the [Reporting Dictionary](https://help.servicetitan.com/how-to/reporting-dictionary) to search for appropriate data fields. ## Report examples - Create a report to track technician compliance. This helps you monitor which technicians are consistently completing their forms, ensuring adherence to operational processes and safety protocols. It can highlight areas where additional training or reminders may be needed. - Run a report on customer interaction documentation. This report provides a documented history of interactions, which is beneficial for addressing customer issues, resolving disputes, and ensuring that all necessary information and agreements are properly recorded. - Create a report for operational process efficiency. This report helps you analyze the completion status and timeliness of forms essential to operational processes. It can help identify bottlenecks and ensure that forms are completed effectively at different stages of a Job or process. ## Create a Forms report Follow the steps to [create a custom report](https://help.servicetitan.com/how-to/create-custom-reports#create-a-report) based on the Forms template and select the columns to include in your report. The template has the following columns selected by default: - **Form ID:** The ID number for the form. - **Name:** The name of the form. - **State:** The current state of the form. Can be *Saved* or *Completed*. - **Last Modified Date:** The date indicating when the data in the form was last updated. - **Assigned To:** What the form is assigned to. Can be *Job,* Call*, Customer, Location,* or *Equipment*. - **Completer:** The employee who completed or saved the form. > [!TIP] > **Tip:** Hover over the name of the column to see a short description. You can customize the report by selecting additional columns from these sections: - **Customer Details:** Details about the customer associated with what the form is assigned to, such as *Customer Name, Customer Type, Customer Tags, New or Existing Customer,* and more. - **Location Details:** Details about the location associated with what the form is assigned to, such as *Location Name, Location Tags, Location Zone, Location Preferred Technician, Location Equipment Records*, and more. ## Run a report 1. Click the **From - To** field to set date filters. You can: [DATE PICKER SNIPPET] - Use the calendar to select a specific date range and click **Apply**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/forms-report-template-image-go8frdo1.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A28%3A21Z&se=2026-11-09T12%3A28%3A21Z&sr=c&sp=r&sig=vZcszldIMJdWTYannzqTyINqkuvmKmOnPH4JorCDgZc%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 - **Last 7 Days**: Previous seven days, including the current date - **Last 14 Days**: Previous 14 days, including the current date - **Last 30 Days**: Previous 30 days, including the current date - **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 the current date - **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 the current date - **Last Year**: January 1 - December 31 of the previous calendar year 2. Click the **State** field to filter by the state of the form. You can select *Completed* or *Saved*. By default, this includes all states. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/forms-report-template-image-xucedzxm.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A28%3A21Z&se=2026-11-09T12%3A28%3A21Z&sr=c&sp=r&sig=vZcszldIMJdWTYannzqTyINqkuvmKmOnPH4JorCDgZc%3D) 3. Use the **Customer** field to search for a specific customer associated with the form. You can only filter for a single customer at a time. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/forms-report-template-image-ysb0fhki.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A28%3A21Z&se=2026-11-09T12%3A28%3A21Z&sr=c&sp=r&sig=vZcszldIMJdWTYannzqTyINqkuvmKmOnPH4JorCDgZc%3D) 4. Click the **Name** field to search for or select a specific form to filter for. By default, this includes all forms. You can select multiple forms. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/forms-report-template-image-p9e8uo3g.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A28%3A21Z&se=2026-11-09T12%3A28%3A21Z&sr=c&sp=r&sig=vZcszldIMJdWTYannzqTyINqkuvmKmOnPH4JorCDgZc%3D) 5. When you're finished, click **Run Report**. > [!TIP] > **Tip:** Click **Edit Columns** to add and remove columns. For further customization, you can also [arrange report columns and apply filters](https://help.servicetitan.com/how-to/run-report#filter-and-arrange-a-report). ## Want to learn more? - See [Run, filter, and export reports](https://help.servicetitan.com/how-to/run-report) - See [Schedule reports](https://help.servicetitan.com/how-to/schedule-reports) The core work record in ServiceTitan representing a service request, containing appointments, invoices, estimates, and notes. **What it does:** Acts as the operational and financial center of gravity for all work performed — everything is tied to a Job. **Also called:** Work order, Service ticket **Tags:** Core [Learn more →](https://help.servicetitan.com/docs/servicetitan-glossary) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) A call in ServiceTitan is a phone call that is usually received by the system or occasionally added manually. The call can lead to a job being booked. For more, see Understanding call classifications. [Learn more →](https://help.servicetitan.com/docs/servicetitan-glossary) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)