SERVICETITAN · REPORTING & ANALYTICS

Measure Performance & Make Decisions

Turn your data into action. Build reports, track KPIs, and benchmark your performance to make smarter business decisions.

I also use:Enterprise Hub

Jump to:Build Your Reports Monitor Project Performance Troubleshoot Reporting Issues Measure Impact

Build Your 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 and click Create Report. Choose a report type to view related templates — for example, Operations, Accounting, or Marketing. Or click All to view all templates.

b. Select the template that matches the data you need, then choose the columns to include. Use the search bar or Reporting Dictionary to find specific data fields.

c. Click Next. Give the report a name, select a category, and configure sharing settings. Click Save.

d. Run the report by applying filters (date range, business unit, project, job type) and clicking Run Report. Adjust columns and filters as needed.

Create custom reports

Combine data from multiple templates

a. Go to Reports and click Create Report. Select your first template and configure its columns and filters.

b. Click Join Template to add a second template. The system identifies shared join entities (e.g., Customer ID, Job ID) between the two templates and presents available matches.

c. Choose the join entity that connects the two datasets, then select columns from the second template. Set your date range and any global filters, then click Run Report and Save.

⚠︎ Multi-Template Reports are limited to 2 templates per report. Legacy reports and Extended (EXT) reports cannot be joined. Adding columns with conflicting data grains may produce null values.

Create and run multi-template reports

Schedule reports to be emailed automatically

a. Open the report you want to schedule and click Schedule (or go to Reports > Scheduled Reports > Add New).

b. Set the delivery frequency — daily, weekly, or monthly — and choose the day and time you want the report sent.

c. Enter the email addresses of the recipients. You can send to multiple team members, including users outside of ServiceTitan.

d. Click Save. The report will be emailed as a CSV or Excel file on the schedule you set.

Schedule reports

Monitor Project Performance

Review Budget vs. Actual and WIP reports

⚠︎ For commercial projects, these are the most critical financial reports. Budget vs. Actual shows real-time cost performance; WIP shows overbilling or underbilling exposure.

a. To review project cost performance, open the project record and go to Financials > Budget vs. Actual tab. This table compares budgeted costs against actual costs by project label, showing committed costs (POs issued but not yet billed) alongside realized costs.

b. Click any "Actual" number to drill down to the specific labor hours or material receipts driving that cost. Look for project labels showing "Uncategorized" — these are items missing a label and need to be corrected.

c. For Work In Progress, run the WIP Report from Reports > All Reports. Compare "Earned Revenue" against "Billed Revenue." Overbilling (Billed > Earned) is a liability; underbilling (Earned > Billed) is a cash flow drain.

⚠︎ The WIP Report requires Job Costing to be enabled and the "Project Start Date" to be populated. Without a start date, projects may be excluded from the report.

Run job costing reports

Build and manage performance dashboards

a. Go to the Dashboard. To create a custom dashboard, click Edit Dashboard and then Add Module. Choose from three module types: Report (run a report on the dashboard), KPI (display key performance indicators), or Visualization (graphical chart of KPIs).

b. Configure each module by selecting the data source, template, and any filters. Drag modules to rearrange the layout.

c. Create role-specific dashboards for project managers (BvA, schedule adherence), controllers (WIP, AR aging), and dispatchers (capacity, unassigned jobs).

⚠︎ 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.

Create and edit custom dashboards

Track inspection compliance with Form Submissions reports

a. Go to Reports > All Reports and run a Form Submissions report. This report generates dynamic columns from form responses — each form question becomes a reportable column.

b. Filter by form name, date range, and business unit to review inspection completion rates, safety form audit data, and checklist results.

⚠︎ Only native ST Forms appear in this report (not PDF forms). Forms must be assigned to Jobs (not just Locations) to appear. Dynamic form fields are stripped when used in Multi-Template Report joins.

Form Submissions report

Enterprise Hub

Run cross-location reports with Rollup Reporting

Compare your performance to industry benchmarks

a. Go to Reports > Benchmark Reports. These compare your key metrics — like average ticket size, conversion rate, and revenue per technician — against anonymized industry averages.

b. Select your trade and business size to get the most relevant comparison. Benchmark data updates periodically to reflect current industry trends.

c. Use benchmark insights to set realistic goals and identify areas where your business is ahead of or behind the industry.

⚠︎ 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.

Access Benchmark Reports

Troubleshoot Reporting Issues

Troubleshoot: Report taking too long or timing out

a. Narrow the date range. Reports covering long time periods with many records take longer to process. Try running the report for a single month or quarter instead of a full year.

b. Reduce the number of columns. Each additional column increases processing time. Remove columns you don't need and keep only the fields essential to your analysis.

c. Add filters to limit the data set. Filter by business unit, job type, or project to reduce the number of records the report has to process.

d. If the report still times out, try scheduling it for email delivery instead of running it in the browser. Scheduled reports can process larger data sets in the background.

⚠︎ AR Transaction reports should be limited to a maximum 1-year date range. Larger ranges consistently cause timeouts.

Create custom reports

Measure the impact

PROJECT HEALTH

Budget vs. Actual variance

Track on each project's Financials section. A growing gap between budgeted and actual costs signals scope creep or estimating errors.

Project > Financials > Budget vs. Actual tab ↗

FINANCIAL RISK

Over/Under billing (WIP)

Run the WIP Report. Overbilling is a liability; underbilling is a cash flow drain. Both must be reconciled before month-end close.

Reports > All Reports > search "WIP" ↗

PROFITABILITY

Project profit margin

Compare actual margin against original estimate at closeout. Consistent shortfalls indicate estimating gaps or uncontrolled scope creep.

Reports > All Reports > search "Project" ↗

ADOPTION

Report usage across team

Check how many saved and scheduled reports exist. Low usage means your team may not be using data to make decisions. ---

Reports > Scheduled Reports ↗