Service Titan Knowledge Base

Create and edit report modules for custom dashboardsLast updated on 03/22/2022

Use report modules to edit and run custom reports on custom dashboards. You can edit report columns, arrange and filter reports, and control display settings.

Things to know

  • To create or edit a dashboard module, make sure you have the correct dashboard permissions enabled. Contact your account administrator for help.

  • You build report modules based on custom reports that you have access to. Make sure the report creator has shared it with you and that you have the correct reporting permissions. Or you can create a custom report.

  • After you build a report module based on a custom report, edits made to the custom report do not affect your module.

  • If you edit a report module, it does not affect the report it’s based on.

Create a report module

  1. While creating or editing a custom dashboard, click Add Module. Add Module opens.

  2. Under Module Type, click the dropdown and select Report.

  3. Click the Template dropdown and select the report template you want to use for your module. Tip: Use the search bar to find a specific template by name.

    A list opens of reports based on that template. Note: If you don’t see the report you’re looking for listed, make sure the report creator has shared it with you and that you have the correct reporting permissions.

  4. Select the report you want to use and click Next.

    Report Module Settings opens.

  5. By default, the module uses the same name and description as the report it’s based on. Edit the Module Name and Description fields as needed and click Add.

    The module displays in your custom dashboard with the columns and filters of the report it’s based on.

    Tip: For information about the report the module is based on, click Info icon-info-outline.png next to the module name.

  6. If all looks good, click Save or, if you want to make changes, you can edit the report module.

Edit a report module

  1. Go to the navigation bar and click Dashboard.

  2. Click the Modular Dashboard dropdown and select the dashboard with the module you want to edit.

    The dashboard opens.

  3. Click Edit Dashboard.

  4. Edit the report module as needed:

    • Arrange and filter the module columns as you would in a report.

    • To hide the filters on the dashboard, click Hide Filters.

    • To edit the columns of the module, click Edit Columns.

    • To edit the module name and KPIs, clickSettings icon-settings.png in the module header.

    • To edit the default report filters, click Filter icon-filter.png.Note: Some date range and business unit filters are set by the dashboard’s custom filters and cannot be edited unless you exclude them from the custom filter.Tip: For details on how filters are applied to a report template, see the corresponding report template guide.

    • To delete the module, click Delete icon-trash.png.

  5. When you’re finished editing the module, click Save.

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.