How do I create a report filtered by job type?

Problem

You need to create a report showing customers with specific job types. For example, you're trying to generate a report that shows all customers with generator install jobs.

Solution

Workflow Summary

Use the Jobs reporting template in ServiceTitan. Filter by job type.

Create a Jobs report

1. Go to Reports in the main navigation menu.

2. Click Create Report.

3. Under Choose report type, select All.

4. Under Select a report template, select Jobs.
   

5. In the Columns to be displayed in the report section, make sure to add the Job Type column.

6. Add or remove additional columns from your report, then click Next.

7. Give the report a name, select the category where the report displays on the main Reports screen, and provide an optional description for the report.

8. When you're finished, click Save.

9. Use the filters to select which type of date you want to filter on, a time frame for the report, and if you want to filter the report by business unit. Then click Run Report.

10. In the Job Type column, click Filter .

11. Set the filter to the job type you want to filter for, such as Generator Installs, and click Filter.

12. The report data refreshes, showing all Sales Call jobs with the primary technician and location information.