Identify report templatesLast updated on 04/04/2022
Know how to identify which report templates to use to create specific reports.
Things to know
A report template or dataset is a collection of metrics that you can refer to gain business insight. The report templates include Jobs, Invoices, Inventory Line Items, Credit Card Transactions, and others.
Every report is built with a Report Template and placed in a Report Category.
The report templates are used to build a report which determines columns that are available for you to select in the report.
Remember that you can’t change the created report template but you can alter it to fit your business needs.
Identify report template from the reports home screen
To identify a report template from the reports landing page:
In ServiceTitan, go to the Reports tab and search for the report name.
The Report Template appears as a label on the report card.
Note: You can view the report in both Grid and List modes.
Identify report template by editing the report
To identify a report template by editing the report:
Click and then click Edit.
The Report Template appears at the bottom of the card.
Note: If you don’t have permission to edit reports, see Identify report templates from the reports home screen.
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Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.