--- title: "Service Agreements Built-in Reports" slug: "service-agreements-built-in-reports" updated: 2026-04-25T01:35:30Z published: 2026-04-25T01:35:30Z --- > ## 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. # Service Agreements Built-in Reports ## Overview There are two built-in reports for service agreements: **Service Agreement Visit Materials**, which aggregates the material list across all service agreement visits, and **Service Agreements**, which shows data on all service agreements. --- ### ****Who uses this feature**** - Administrators, accountants, estimators, project managers, and operations managers - Primarily benefits Commercial Service and Replacement business types - Applies to all trades To access these reports: 1. Go to the navigation bar and click **Reports ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/service-agreements-built-in-reports-image-vr45wkkq.png)**. 2. On the *Reports* screen that opens, enter the name of the report in the **Search** field. ![Search bar displaying options for service agreements and related materials.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/service-agreements-built-in-reports-image-vncrch0k.png) ## Service Agreement Visit Materials report This report aggregates the material list across all service agreement visits. Use the filters at the top to filter your data. You can filter by: - **Business Unit:** Search for or select the Business Unit from the list. - **Service Agreement Status:** Search for or select the service agreement status from the list. - **Visit Status:** Select one or more of the following statuses: *Unscheduled, Dismissed, Job: Scheduled, Job: In Progress, Job: Completed, Job: Canceled*. - **Visit Window From - Visit Window To:** Use the calendar to select the visit window. ![service agreements and visit material options for selection.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/service-agreements-built-in-reports-image-4e64gdj9.png)When finished setting your filters, click **Run Report**. By default, the *Commercial: Service Agreements - Materials* report shows the following columns: - **Item Name:** Name of the item in your pricebook - **Item Qty:** Quantity of items used - **Item Code:** Code of the item in your pricebook - **Item Type:** The item's type - **Item Unit Cost:** Unit cost of the item - **Item Unit Price:** Price the customer on the agreement paid for the item - **Primary Vendor:** Primary vendor of the item in your pricebook - **Equipment Name:** Name of the equipment in your pricebook - **Business Unit:** Business unit the material is assigned to - **Service Agreement Name:** Name of the service agreement - **Service Agreement ID:** Unique ID for the service agreement - **Visit Name:** Name of the visit - **Visit ID:** Unique ID of the visit - **Customer Name:** Name of the customer on the service agreement - **Location Name:** Name of the location on the service agreement - **Visit Window From:** Start time of the visit window - **Visit Window To:** End time of the visit window ![Table displaying materials](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/service-agreements-built-in-reports-image-ijrewiku.png) You can customize the report to suit your needs. For more, see [Run, filter, and export reports](/v1/docs/run-report). ## Service Agreements report This report shows data on all service agreements. Use the filters at the top to filter your data. You can filter by: - **Business Unit:** Search for or select the *Business Unit* from the list. - **Status:** Search for or select the service agreement status from the list. - **Account Manager:** Search for or enter the name of the *Account Manager* assigned to the service agreement. - **Filter By:** Select the method the report will be filtered by. Options include: *Agreement Start/End Date, Agreement Start Date, Agreement End Date,* or *Agreement Status Change Date*. - **From - To:** Use the calendar to select the from and to date used by the *Filter By* filter. - **Deferred Revenue As of Date:** Use the calendar to select a date. The report calculates deferred revenue for invoices on or before the selected date. - **Deferred Revenue Invoice Status:** Select the invoice statuses you want to report on. Options include: *Pending, Posted,* or *Exported*. ![Service Agreements interface showing filters for business unit, status, and account manager.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/service-agreements-built-in-reports-image-lic38hr2.png) When finished setting your filters, click **Run Report**. By default, the *Commercial: Active Service Agreements* report displays the following columns: - **ID:** Unique ID for the service agreement - **Name:** Name of the service agreement - **Business Unit:** The Business Unit for the agreement - **Status:** Status of the service agreement — *Draft*, *Sent*, *Rejected*, *Accepted*, *Activated* - **Customer Name:** Name of the customer on the service agreement - **Location Names:** Name of the location(s) on the service agreement - **Total Agreement Price:** Total price of the service agreement - **Gross Margin $ (Estimated):** The estimated Gross Margin in dollars - **Gross Margin % (Estimated):** The estimated Gross Margin percentage - **Start Date:** Start date of the service agreement - **Duration Length (Months):** Duration of the service agreement in months - **End Date:** End date of the service agreement - **Auto-renew:** Whether auto-renew is set to *Enabled* or *Disabled* for the service agreement - **Billing Schedule:** The Billing Schedule set for the agreement ![Table displaying commercial agreements with details like customer names and agreement prices.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/service-agreements-built-in-reports-image-y1hi0eq3.png) You can customize the report to suit your needs. For more, see [Run, filter, and export reports](/v1/docs/run-report). ## Want to learn more? - Visit ServiceTitan Academy and enroll in [Creating & Managing Service Agreements](https://servicetitan.docebosaas.com/academy/learn/courses/242/Creating-&-Managing-Service-Agreements) - See [Run, filter, and export reports](/v1/docs/run-report) - See [Schedule reports](/v1/docs/schedule-reports)