What is the process for generating a report that shows which batches were bypassed in ServiceTitan?

Introduction

To see bypassed batches, create a custom rereport using the Invoices template. Add the Invoice Status and Batch Number columns, then filter the invoice status for Bypassed. Alternatively, use prebuilt reports like Revenue by Job Type or Invoice Summary by Business Unit, and filter by Invoice Status to find bypassed invoices.

Problem

You need a report to see bypassed batches.

Solution

Create a custom report

1. Click on Reports in the main navigation menu.

2. Click Create Report to build a custom report.  

3. Select the Invoices report template. 

4. Add the Invoice Status and Batch Number columns to the report. 

5. After you run the report, filter the Invoice Status column to show Bypassed. 

To add more details to your report:

1. Click Edit Columns.

2. Add any columns you want to see in the report.

3. Click Save and run the report again.

This process lets you see which invoices and batches were bypassed. You can also add other transaction details like payments to your report.

Use a prebuilt report

You can use a built-in report to view bypassed invoices in the Invoice Status column.

Note: These built-in reports don’t organize the invoices by batches. 

1. Click on Reports in the main navigation menu. 

2. In the Templates filter, select Invoices. 

3. Select one of the following built-in reports that contain the Invoice Status data field:

   1. Revenue by Job Type

   2. Invoice Summary by Business Unit

   3. Empty Invoices

   4. Sold by Sales Detail Report by Completion Date

      Note: Because these are built-in reports, they may be automatically filtered or grouped upon running the report. You can change the filters or remove the grouping to suit your needs. 

4. After you run the report, filter the Invoice Status column to show Bypassed.