Overview
The Saved Payment Methods report template allows you to easily track all of your customers’ credit cards and bank accounts that are stored in ServiceTitan.
Who uses this feature
Administrators, managers, and accountants
Applies to all business types
Feature configuration
Account configuration is required to use this feature. Please contact Technical Support for details.
The ability to create custom reports is dependent on your ServiceTitan Package. For custom reports access, please contact your Customer Success Manager.
Things to know
The Saved Payment Methods template does not include a date filter. The KPIs are always based on the day that the report is run.
Click Edit Columns to add and remove columns. For further customization, you can arrange and filter your results.
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.
Create a Saved Payment Methods report
Follow the steps to create a custom report based on the Saved Payment Methods template and select the columns to include in your report.
The Saved Payment Methods template has the following columns selected by default:
Payment Type: The payment type of the stored method. Includes Credit Card and ACH.
Expiration: The expiration date of the payment method.
Customer Name: The name of the customer record that has the stored payment method.
Number: The last four digits of the credit card or ACH account.
Brand: The brand of the credit card or bank account.
Added Date: The date that the payment method was saved to the customer record.
User Added: The username of the employee that saved the payment method.
Last Updated Date: The most recent date where the payment method was updated.
Last Used Date: The most recent date where the payment method was charged.
Last Used Result: Indicates if the payment method was Approved or Declined the last time it was charged.
Is Primary Method: Indicates if the payment method is saved as the primary on the customer record.
Is Membership Preferred: Indicates if the payment method is saved as preferred for any of the customer’s active memberships.
Run a report
When you're finished setting your Filters 
for each column, click Run Report. For more, see Run, filter, and export reports.
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