Service Titan Knowledge Base

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:

  1. 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:

  1. Click dot.png 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.

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.