Service Titan Knowledge Base

Bookmark reportsLast updated on 09/09/2022

Bookmark your more commonly used reports to your Reports Bookmarks screen. Quick access helps you streamline your reporting workflow.

Things to know

  • Reports you bookmark only show up on your Bookmarks screen and don’t affect other accounts.

  • You can bookmark built-in and custom reports. Not all legacy reports can be bookmarked.

  • To access your bookmarks, go to the navigation bar and click Reports. Then, from the side menu, click Bookmarks.

Bookmark a report

When you bookmark a report, it appears on your Reports Bookmarks screen:

  1. Go to the navigation bar and click Reports. All Reports opens.

  2. Find the report you want to bookmark. Tip: In the search bar, enter a few letters from the report name to filter the report list.

  3. Hover over the report and click Bookmark icon-bookmark-outline.png. The icon color fills indicating that you bookmarked the report.

    Note: Click Bookmark icon-bookmark-filled.png to remove the report from your Bookmarks screen.

Want to learn more?

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

Disclaimer: Information provided in this article is for informational purposes only and it should not be construed to be legal advice. Information provided in this article may also not constitute the most up-to-date legal or other information. You should not act or refrain from acting on the basis of any information in this article to meet any compliance requirements without seeking independent legal or other professional advice.