---
title: "TitanAdvisor Features report template"
slug: "titanadvisor-features-report-template-1"
updated: 2026-03-27T18:30:21Z
published: 2026-03-27T18:30:21Z
canonical: "help.servicetitan.com/titanadvisor-features-report-template-1"
---

> ## 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.

# TitanAdvisor Features report template

## Overview

This report allows you to review your TitanAdvisor feature history. Use this report to view which features your employees have passed in their TitanAdvisor journey.

---

### 

****Who uses this feature****

- Administrators
- Applies to all business types
- Applies to all trades

## Things to know

- Each row displays a TitanAdvisor feature on a particular date. If you run the report for a single date, a row displays for every feature that is relevant to that date.

## Create a TitanAdvisor Features report

Follow the steps to [create a custom report](/v1/docs/create-custom-reports) based on the TitanAdvisor Features template and select the columns to include in your report.

The template has the following columns selected by default:

- **Date:** The date that applies to this row of TitanAdvisor data
- **Feature Name:** Name of the feature recommendation as it appears in TitanAdvisor
- **Feature Earned Points:** Number of points earned for this feature on the given date
- **Feature Available Points:** Total number of points that can be earned for the feature
- **Feature Remaining Points:** Number of points remaining to earn for this feature
- **Feature Status:** Status of the feature (*Not Started, In Progress, Completed, Ready to Use, Poor, OK, Great*)
- **Section Name:** The business section in TitanAdvisor that the feature belongs to (*Fundamentals, Lead Generation, Job Booking & Dispatching, Selling & Performing Work, Pricebook, Purchasing & Inventory, Accounting, Payroll & Admin*)

> [!NOTE]
> **Note:** Fundamentals only appears if you are still in the Prepare to Launch stage of TitanAdvisor.
- **Stage:** The stage the feature belongs to
- **Primary Business Goal:** The primary business goal for the feature
- **Secondary Business Goal:** The secondary business goal for the feature
- **Customer Types:** Which types of customer this feature applies to
- **Required:** Whether the feature is required (*Y/N*)

## Run a report

1. Click the **From - To** field to set date filters. You can
  - Use the calendar to select a specific date range and then click **Apply**. ![set a date for running a report](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/titanadvisor-features-report-template-image-a9jk23eu.png)
  - Use the left menu to select a preset date range:
    - **Today:** From 12:00 AM to the current time.
    - **Yesterday:** Previous day, from 12:00 AM to 11:59 PM.
    - **This Week:** From Monday through Sunday of the current week.
    - **Week to Date:** From Monday through the current date of the current week.
    - **Last 7 Days:** Previous seven days, including today.
    - **Last 14 Days:** Previous 14 days, including today.
    - **Last 30 Days:** Previous 30 days, including today.
    - **Month to Date:** From the first of the current month to the current day.
    - **Last Month:** Entire month before the current month. For example, if the date is February 5, the entire month of January.
    - **Last 90 Days:** Previous 90 days, including today.
    - **This Quarter:** Current quarter, including future dates. For example, if the date is April 25, from April 1 - June 30.
    - **Last Quarter:** Entire quarter before the current quarter. For example, if the date is April 25, from January 1 - March 31.
    - **Quarter to Date:** From the first day of the current quarter to the current day.
    - **Year to Date:** From January 1 of the current year to the current day.
    - **Last 365 Days:** Previous 365 days, including today.
    - **Last Year:** From January 1 of the previous year to December 31.
2. Select additional filters for the report:
  - Use the optional **Section** field to filter your report by TitanAdvisor business section. You can select an individual section or use *All* to view all sections.
  - Use the optional **Feature** field to filter your report by Feature Name. You can select an individual feature or use *All* to view all features.
  - Use the **Feature Status** field to filter your report by the status of the feature in TitanAdvisor. You can select an individual status or use *All* to view all statuses.
  - Use the **Stage** field to filter your report by the stage the feature belongs to.
  - Use the **Primary Business Goal** field to filter your report by the primary business goal the feature affects.
  - Use the **Customer Type** field to filter your report by the customer types the feature applies to.
  - Use the **Required** field to filter your report by whether the feature is required.

> [!NOTE]
> **Note:** Required filters are marked with an *

![Required filters for report](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/titanadvisor-features-report-template-image-golubqb2.png)
3. When you’re done selecting the time period for the report, click **Run Report**.

## Want to learn more?

- See [Edit custom reports](/v1/docs/edit-custom-reports)
- See [Run, filter, and export reports](/v1/docs/run-report)
- See [Schedule reports](/v1/docs/schedule-reports)