Service Titan Knowledge Base

TitanAdvisor Checkpoints report templateLast updated on 12/01/2022

This report allows you to review your TitanAdvisor checkpoint and feature history. Use this report to view which checkpoints or features your employees have passed in their TitanAdvisor journey.


Things to know

  • Each row in the report shows a TitanAdvisor checkpoint on a particular date. If you run the report for a single date, the report displays a row for every checkpoint. 

  • Features display multiple times on the report, once for each checkpoint per date.


Create a TitanAdvisor Checkpoints report

Follow the steps to create a custom report based on the TitanAdvisor Checkpoints report template and select the columns to include in your report.

The template has the following columns selected by default:

  • Date: The date that applies to this row of TitanAdvisor data

  • Section Name: The business section in TitanAdvisor that the feature and its checkpoints belong to (Fundamentals, Lead Generation, Job Booking & Dispatching, Selling & Performing Work, Pricebook, Purchasing & Inventory, Accounting, Payroll & Admin) Note: Fundamentals only appears if you are still in the Prepare to Launch stage of TitanAdvisor.

  • Feature Name: Name of the feature recommendation as it appears in TitanAdvisor

  • Feature Earned Points: Number of points earned for the feature on the given date

  • Feature Available Points: Total number of points that can be earned for the feature

  • Feature Status: Status of the feature (Not Started, In Progress, Completed, Ready to Use, Poor, OK, Great)

  • Checkpoint Name: Name of the checkpoint as it appears in TitanAdvisor

  • Checkpoint Earned Points: Number of points earned for the checkpoint

  • Checkpoint Available Points: Total number of points that can be earned for the checkpoint

  • Checkpoint Status: Status of the checkpoint (Incomplete, Completed, Poor, OK, Great)

  • Checkpoint Type: Type of checkpoint (Usage, Setup)


Run a report

1. Click the From - To field to set date filters. 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

2. Select additional filters for the report:

Note: Required filters are marked with an *

  • Use the optional Section field to filter your report by TitanAdvisor business section. You can select an individual section or use All to view all sections. 

  • Use the optional Feature field to filter your report by Feature Name. You can select an individual feature or use All to view all features. 

  • Use the Feature Status field to filter your report by the status of the feature in TitanAdvisor. You can select an individual status or use All to view all statuses. 

  • Use the Checkpoint Status field to filter your report by the status of the checkpoint in TitanAdvisor. You can select an individual status or use All to view all statuses. 

  • Use the Checkpoint Type field to filter your report by the type of checkpoint. 

3. When you’re done setting the filters for the report, click Run Report.




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