Service Titan Knowledge Base

Reports - FAQLast updated on 11/08/2022

How do I find reports?

Why can’t I find the report I’m looking for?

What are the differences between legacy reports, custom reports, and built-in reports?

How can I find more information about a report?

Why can’t I add my co-worker to my report’s sharing settings?

Some report columns include a Total at the bottom. Why isn’t this available for all columns?

How can I use reports to calculate job costing?

Sales and revenue reports

What’s the difference between sales and revenue?

What’s a sold threshold?

What’s the difference between a closed job and a converted job?

What are opportunities?

What’s a No Charge job?

How can a No Charge job be an opportunity?

What are income items?

What is the difference between a Conversion Rate and a Close Rate?

What is a Conversion Rate?

How is the conversion rate calculated?

What is a Close Rate?

How is the close rate calculated?

Where can I find Conversion Rates in reporting?

Where can I find Close Rates in reporting?

Sharing permissions

Where do I set reporting permissions?

Why can’t I run my co-worker’s report even though I have the correct reporting permissions enabled?

Why can I edit columns in some reports and not others?

Do reporting permissions also apply to custom dashboards?

When I try to share a custom report I created, why can’t I find my co-worker in the Sharing tab?

As an administrator, why can’t I access the sharing settings of custom reports created by other office employees?

Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.