Overview
The Project Operations: Summary report template offers a project-level view into end-to-end project operations. It combines data and metrics from Requests for Information (RFIs), Change Orders, Submittals, Daily Logs, and Timesheets. Each row in the report represents a single project.
Who uses this feature
Project Manager (PM), Construction Executive/GM, Owner
Primarily for Residential Construction and Commercial Construction business types
Feature configuration
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. Contact Technical Support for details.
Things to know
If you’re unsure which columns you want to include in your report, use the Reporting Dictionary to search for appropriate data fields.
You can use this template to create as many custom reports as you need. Each report created from the template is independent and can be run or scheduled without needing to recreate it from the original template.
Top Report Use Cases and Best Practices
Role | Use Case | Best Practice | Data fields Involved |
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Project Manager | Ensure that field activity is consistently documented so that nothing critical slips and risk areas are identified early. | Quickly see which projects are missing daily logs; for those projects:
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Project Manager | Reduce schedule and cost risk from unresolved questions. Manage RFIs so they don't stall the project. | Sort or filter for projects with RFIs that are open, overdue, and have potential cost/schedule impact:
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Project Manager | Ensure that money is not left on the table. Prevent margin deterioration and keep CORs moving. | Where Open Change Orders is high and Average Days Open is high/creeping up, there is risk of margin deterioration or lost revenue:
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Project Manager | Prevent we're waiting on submittals from becoming the excuse for schedule slips. Optimize for schedule reliability and long-lead risk reduction. | Where Ball In Court–Us is high, we are the bottleneck:
Where Open Submittals--Total Overdue is high, there is risk of delayed material or approvals:
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Construction Executive | Surface PMs and projects that consistently follow core processes (logs, timesheets, documentation). Programmatically measure operational discipline across projects. | Rank projects by Daily Log Submission % to see where documentation culture is strong vs. weak:
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Construction Executive | Surface where design/coordination risk is concentrated and whether RFIs are being pushed to closure. Understand portfolio risk from unresolved RFIs. | Sort projects by Open RFIs–Total Overdue and Average Days Open to see "decision risk" hotspots:
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Construction Executive | Protect margin through Change Order performance monitoring. Ensure the organization realizes the value of extra work performed. Where CO are not realized, ensure the root cause is understood for improving future Estimation accuracy. | Compare Change Order Conversion % by Project Manager, Business Unit, project type, or GC/customer:
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Create a Project Operations: Summary report
Follow the steps to create a custom report based on the template and select the columns to include in your report. You only need to create the report once. After it’s created, you can share it with others who may need to access the information in the report, edit report columns, and more.
Report data fields
This template has the following data field sections:
Project Details: Additional details about the project and customer information. Examples: Project Manager, Project Status, Project Name
Daily Log Details: Additional details about the daily logs tied to the project. Examples: Daily Log Submission %, Current Project Health
Timesheet Details: Additional details about labor tied to the project. Examples: Average Field Headcount, Actual--Labor Hours
RFI Details: Additional details about the RFIs tied to the project. Examples: RFIs--Total with Cost Impact, Open RFIs--Total Overdue
Change Order Details: Additional details about change orders tied to the project. Examples: Change Order Conversion, Open Change Orders--Total Overdue
Submittal Details: Additional details about submittals tied to the project. Examples: Submittal Closed %, Open Submittals--Total Overdue
Customer/Location Details: Additional details about the customer or location associated with the project. Examples: Customer Type, Location Name
For detailed descriptions of the data fields, please refer to the Reporting Dictionary.
Report Filters
You can use filters to set the scope of the report before running it, so you only see the results you want in the report.
Project Status: Use this filter to include only projects with specific statuses. Options include: Bid, Canceled, Completed, Hold, In Progress, Pending Scheduling, and Scheduled. You can select one or multiple options to narrow the report results based on the stage of the project lifecycle.
Tip: As a best practice, we recommend using the Project Status filter to limit results.
Project Start Date From - To: Use this filter to include only projects with a start date on or after the date you specify. This helps focus the report on projects that began within a specific timeframe, such as the start of a fiscal period or a new operational cycle.
Project Target Completion Date From: Use this filter to include only projects with a target completion date on or after the date you specify. This allows you to focus on projects that are planned to be completed within or after a specific timeframe, for example, all projects expected to finish in the upcoming quarter or fiscal year.
Project Target Completion Date To: Use this filter to include only projects with a target completion date on or before the date you specify. This helps narrow down results to projects expected to finish before a certain deadline or within a specific reporting period.
Project Manager: Use this filter to include only projects managed by specific project managers. You can select one or multiple project managers to focus on work assigned to certain individuals or teams.
Project Health: Use this filter to include only projects with a specific current health status, as reported in the most recent daily log. Options include: None, On Track, At Risk, and Off Track. You can select one or multiple options to track performance across various project conditions.
When you're finished setting filters, click Run Report.
Click Edit Columns to add and remove columns from the report. For further customization, you can also arrange report columns and apply filters to columns.
You can also hover over the name of the column to see a short description.