Troubleshooting
Role: Administrator · Accountant · Bookkeeper · Office managerArea: Reporting (custom reports) · Accounts Receivable · All versions
What you're seeing
You're running an accounts receivable report, but it includes customers who are marked Do Not Service. You want those customers left out so the report only shows the accounts you're actively collecting on.
Why this happens
There is 1 common reason.
Reason 1
A standard AR report doesn't filter on the Do Not Service flag by default.
Because there's no default filter on that flag, customers marked Do Not Service appear alongside everyone else. To leave them out, you build a custom report that includes the Do Not Service column and then filter on it.
How to fix it
1Build a custom report and filter out Do Not Service customers
On the navigation bar, click Reports.
On the Reports screen, click Create Report to create a custom report.
In the Choose report type section, select Customers.
In Select a report template, select Invoices.
In the Columns to be displayed in the report section, select the Do Not Service column.
Select any additional columns you want — for an AR report, add invoice-related columns.
Click Next.
On the New Report screen, enter a Name, select a Category, and click Save.
On the report screen, select filters from the appropriate dropdowns, then click Run Report.
On the report table, click the Filter icon on the Do Not Service column and set it to Is False. This keeps the customers who are not marked Do Not Service and leaves the flagged ones out. (Setting the filter to Is True would do the opposite — it would show only the Do Not Service customers.)
✓ Done · The report runs without the Do Not Service customers, showing only the accounts you want.
Still not working?
Contact ServiceTitan Technical Support at go.servicetitan.com/ask with:
The report name and report type/template you used
Whether the Do Not Service column is included in the report
The filter value you applied to the Do Not Service column
A screenshot of the report results showing the flagged customers
Which steps from this article you already tried
Want to learn more?
Create custom reports ›
Full walkthrough of building a custom report — choosing the report type and template, selecting columns, and applying filters.
Mark a customer as Do Not Service ›
How to apply the Do Not Service flag to a customer record so it can be filtered in reports.