Service Titan Knowledge Base

TitanAdvisor Features report templateLast updated on 12/01/2022

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


Things to know

  • 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.


Create a TitanAdvisor Features report

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.


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. 

  3. When you’re done selecting the time period 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.