TitanAdvisor Features report templateLast updated on 12/01/2022

• Each row displays a TitanAdvisor feature on a particular date. If you run the report for a single date, a row displays for every feature that is relevant to that date.

Follow the steps to create a custom report based on the TitanAdvisor Features 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

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

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

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

• Feature Remaining Points: Number of points remaining to earn for this feature

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

• Section Name: The business section in TitanAdvisor that the feature belongs 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.

• Stage: The stage the feature belongs to

• Primary Business Goal: The primary business goal for the feature

• Secondary Business Goal: The secondary business goal for the feature

• Customer Types: Which types of customer this feature applies to

• Required: Whether the feature is required (Y/N)

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 Stage field to filter your report by the stage the feature belongs to.

   • Use the Primary Business Goal field to filter your report by the primary business goal the feature affects.

   • Use the Customer Type field to filter your report by the customer types the feature applies to.

   • Use the Required field to filter your report by whether the feature is required.

3. When you’re done selecting the time period for the report, click Run Report.

• See Run, filter, and export reports

• See Schedule reports