Service Titan Knowledge Base

Filter dashboardsLast updated on 03/22/2022

By default, dashboards display key performance indicators (KPIs) for the current day for all active business units (BUs). You can filter the dashboard for specific date ranges and BUs.


Things to know

  • Applied filters are not saved. If you refresh your browser, the dashboard defaults reload.

  • Filtered BUs must also be mapped to BU divisions to be included on Technician Scorecards. Unmapped BUs are included in other sections of the dashboard.

  • Click Refresh icon-refresh.png at the top of the dashboard to update the KPIs with the latest data. To auto-refresh the dashboard, click Expand icon-carat-inverted.png and select an option.


Filter by date ranges

  1. Go to the navigation bar and click Dashboard to open the Modular Dashboard.

  2. Click the date field at the top of the dashboard to open the date picker. You can:

    • Use the calendar to select a specific date range and click Apply.

    • Use the left menu to select a preset date range:

      • Today—From 12:00 AM to the current time

      • Yesterday—Previous day, from 12:00 AM to 11:59 PM

      • Last 7 Days—Previous seven days, including the current date

      • Last 14 Days—Previous 14 days, including the current date

      • Last 30 Days—Previous 30 days, including the current date

      • Month to Date—From the first of the current month to the current day

      • Last Month—Entire month before the current month. For example, if the date is February 5, the entire month of January.

      • Last 90 Days—Previous 90 days, including the current date

      • This Quarter—Current quarter, including future dates. For example, if the date is April 25, from April 1 - June 30.

      • Last Quarter—Entire quarter before the current quarter. For example, if the date is April 25, from January 1 - March 31.

      • Quarter to Date—From the first day of the current quarter to the current day

      • Year to Date—From January 1 of the current year to the current day

      • Last 365 Days—Previous 365 days, including the current date

The dashboard refreshes with data from the selected date range.


Filter by business unit

  1. Click the Business Units dropdown at the top of the dashboard.

  2. Select which BUs you want to report on.

  3. When you’re done, click Apply.

The dashboard refreshes with data from the selected BUs.


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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.