Reporting essentials Home

These key workflows cover the essential tasks you'll use most often when working with reports in ServiceTitan. From running and customizing reports to scheduling automated deliveries and managing access permissions, these guides help you get the most out of your reporting tools.

Run and view reports

Learn the core workflows for running, filtering, and working with report results.

• Run, filter, and export reports

• Aggregate report data

• Bookmark reports

• Track your revenue

• Access Benchmark Reports

Create and edit custom reports

Build reports tailored to your business by selecting specific data fields, applying filters, and using report templates.

• Create custom reports based on report templates

• Edit custom reports

• Create and run multi-template reports

• Identify report templates to find the right template for your reporting needs

• Learn about report data fields in the Reporting Dictionary

• If the available report templates don't meet your needs, learn how to request custom-built report templates

Schedule reports

Automate report delivery by scheduling reports to run and send to recipients at regular intervals.

• Schedule reports

• Edit or deactivate scheduled reports

• Schedule legacy reports

Manage permissions and sharing

Control who can view and edit reports, and manage sharing settings to protect sensitive business data.

• Set reporting permissions

• Bulk set reporting permissions

• Set reports-related permissions for office employees

• Manage report sharing settings