--- title: "Measure Performance & Make Decisions" slug: "measure-performance-and-make-decisions" updated: 2026-05-11T17:00:12Z published: 2026-05-11T17:00:12Z --- > ## 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. # Measure Performance & Make Decisions
SERVICETITAN · REPORTING & ANALYTICS
Measure Performance & Make Decisions

Turn your data into action. Build reports, track KPIs on dashboards, and benchmark your business against the industry.

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Build & Run Reports
Build a custom report

⚠︎ The ability to create custom reports depends on the ServiceTitan package your company is subscribed to. If you don’t have the option to create a custom report, it may not be included in your package.

a. Go to Reports in the navigation bar and click Create Report. Choose a report type to see related templates — Financial, Operational, Marketing, Inventory, and more — then select a template that matches the data you need.

b. Under Columns to be displayed in the report, select the fields you want to include. Use the search bar to quickly find columns. If you're unsure which columns to add, click the Reporting Dictionary (Templates Dictionary) to search for data field descriptions.

c. Click Next, enter a descriptive report name, select a category, and optionally add a description. Configure sharing settings to control which team members can view or edit the report.

d. Click Save to store the report. To run it, apply filters such as date range, business unit, job type, or technician, then click Run Report.

Combine data from multiple reports

a. Go to Reports and click Create Report. Build your first report by selecting a template and columns.

b. When you’re done setting up the first template, click Join Template to add a second report template. The system automatically identifies shared join entities (e.g., Customer ID, Job ID, Business Unit ID) that connect the two templates.

c. Select the join entity to link the templates. Configure shared filters (like date range and business unit). Click Run Report to generate the combined report.

⚠︎ Multi-Template Reports (MTR) are limited to two templates per report. Extended (EXT) and Legacy reports cannot be joined. If a 1-to-many relationship exists on the join entity, results may show duplicated rows — try a different join entity if this occurs.

Schedule reports to be emailed automatically

⚠︎ Scheduled reports run using the filters saved on the report. Update filters before scheduling to ensure the right data is delivered.

a. Open a saved report and click More next to the report name, then select Schedule. Alternatively, click the Calendar icon on the report card from the Reports screen.

b. Choose the schedule type: Simple Report (delivers individualized reports filtered by recipient) or Flexible Report (delivers the same report to all recipients with custom layout).

c. Enter the email subject, select the delivery format (PDF or XLSX), set the date range and filters, and add recipients.

d. Set the delivery cadence (daily, weekly, or custom frequency) and time, then click Schedule.

Enterprise Hub
Run cross-location reports with Rollup Reporting
Monitor Performance
Use the Modular Dashboard and built-in modules

a. Go to Dashboard in the navigation bar. The Modular Dashboard may load by default with built-in modules including Business Metrics, Call Metrics, CSR Metrics, and Heat Map. If the Modular Dashboard isn’t your default dashboard, select it from the dropdown menu.

b. Use the date range and business unit filters at the top of the dashboard to narrow the data displayed across all modules.

c. Review key modules: Business Metrics shows revenue, trends, and core KPIs. Call Metrics tracks call booking efficiency. CSR Metrics compares call agent performance. Heat Map displays job and revenue density by ZIP code.

Create custom dashboards

a. Go to Dashboard and click the Modular Dashboard dropdown, then select Create Dashboard. Name it based on what you want to track — for example, Daily Revenue or Dispatch Efficiency.

b. Click Add Module to place data tiles on the dashboard. Choose from KPI modules, charts, tables, or report-based modules. Configure each module with the metric, date range, and filters you need.

c. Drag and resize modules to arrange the layout. Click Add Section to organize modules into groups. Click Save when done.

d. Share the dashboard by configuring access settings so the right team members can view it.

⚠︎ The ability to create custom dashboards depends on the ServiceTitan package your company is subscribed to. If you believe you have the ability to create custom dashboards and see an "upgrade" prompt when creating a custom dashboard, a specific configuration may need to be enabled — contact support.

Track technician performance with scorecards

a. Go to Dashboard and scroll down to the Technician Scorecards section. This shows performance metrics for each technician grouped by the job's BU Division.

b. Review key metrics including average ticket size, revenue generated, membership conversions, and customer satisfaction scores. Use the date range selector to compare different time periods. Use the tabs (Revenue, Lead Generation, Replacements) to view different performance areas.

c. Click on an individual technician to drill into their detailed performance. Use these insights for coaching conversations and identifying top performers.

Compare your performance to industry benchmarks

a. Go to Reports in the navigation bar, then click Benchmark Reports in the side menu. Benchmark Reports are personalized quarterly reports powered by Titan Intelligence that compare your key metrics against anonymized industry averages for businesses of similar size and trade.

b. Click Download next to a report to open the Benchmark Report PDF. You can also access the current report via TitanAdvisor in the top toolbar — click "View your Benchmark Report \- powered by TI" in the TitanScore section.

c. Use the benchmark data to set realistic performance goals for your team and identify which areas of your business have the greatest room for growth.

⚠︎ Benchmark Reports require Titan Intelligence Data Preferences to be opted in. Go to Settings > Titan Intelligence > Data Preferences and enable Industry Publications. Customers must have completed at least 100 jobs in the review period to receive a report. Reports are not available for Alaska or Puerto Rico.

Monitor feature adoption with TitanAdvisor

a. Click the TitanAdvisor icon in the top toolbar. Review the TitanScore — this measures how well the account has adopted and configured ServiceTitan features.

b. Review failing checkpoints and specific recommendations. Each feature area (Lead Generation, Job Booking & Dispatching, Selling & Performing Work, Accounting, etc.) has setup and usage checkpoints that contribute to the overall score.

c. Use TitanAdvisor insights during customer conversations to identify quick wins — features that are set up but underused, or features that haven't been configured yet but would drive value.

Troubleshoot Reporting Issues
Troubleshoot: Report taking too long or timing out

a. Reduce the date range. Reports covering more than 90 days with many columns can time out. Try running the report for a single month first, then expand if it loads successfully.

b. Remove unnecessary columns. Each column adds processing time. Keep only the fields you need for your analysis.

c. Apply business unit or job type filters to reduce the volume of data returned. Unfiltered reports across all business units take significantly longer to process.

d. If the report still times out, try scheduling it for email delivery instead of running it on-screen. Scheduled reports process in the background without browser timeout limits.

⚠︎ AR Transaction reports should be limited to a maximum 1-year date range for performance. Larger ranges cause timeouts. Joining Customers and Customer Memberships templates produces very large result sets and may also timeout.

Troubleshoot: Report data looks wrong or incomplete

a. Check invoice status. Revenue and performance pay data only appear in reports after invoices reach Posted or Exported status. If a tech's revenue looks low, check whether their invoices have been posted.

b. Check equipment configuration. Equipment aging reports require that Equipment Types have a Replacement Age defined in Pricebook. If aging data is missing, verify the Pricebook setup.

c. For AR Aging reports, verify that Payment Terms have been assigned to invoices. Invoices without Payment Terms will not sort into the correct aging buckets.

d. For Technician Location Exception reports, confirm that Native GPS is enabled. Without GPS, the report cannot accurately track technician location.

Measure the impact
VISIBILITY
Active reports and dashboards
check saved report count. If your team only uses default reports, you may be missing insights specific to your business.
Reports > All Reports ↗
EFFICIENCY
Revenue per technician
review the Revenue tab. Low or declining revenue per tech may signal training gaps or inefficient dispatching.
Dashboard > Technician Scorecards ↗
PERFORMANCE
Average ticket size
run filtered by technician. Compare against Benchmark Report data to identify coaching opportunities.
Reports > All Reports > search "BU Dashboard Revenue" ↗
BENCHMARKING
Industry comparison
download the latest quarterly PDF. Or access via TitanAdvisor > TitanScore > "View your Benchmark Report."
Reports > Benchmark Reports ↗
ADOPTION
Scheduled report delivery count
check how many reports are scheduled. Automated delivery ensures decision-makers see data without logging in.
Reports > Scheduled Reports ↗
HEALTH
TitanAdvisor score
review overall TitanScore and failing checkpoints. Use recommendations to identify quick-win features and configuration gaps.
TitanAdvisor (top toolbar) ↗