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Reports

  • Get started
  • Reporting workflows
  • Built-in and custom report guides
  • Legacy reports
  • FAQ

Get started

Run, filter, and export reportsSet reporting permissions Identify report templatesSchedule reportsEdit or deactivate scheduled reportsAggregate report dataAdd and edit business unit categoriesBookmark reportsManage report sharing settingsSet reports-related permissionsBulk set reporting permissions

Reporting workflows

Create custom reportsEdit custom reportsRun custom appointments reportsAppointments reportJobs with Upcoming Appointments reportReport on appointments: Multi-day jobsReport on appointments: Transition from a multi-job workflow to appointmentsRun job costing reportsCreate custom report to view average revenue from members

Built-in and custom report guides

Get step-by-step help on how to run the built-in reports included with ServiceTitan and how to create your own custom reports based on templates that cover all aspects of your business.

Built-in report guidesCustom report template guides

Legacy reports

Legacy report guidesSchedule legacy reportsView report and KPI matching in KPI Matrix

FAQ

Reports - FAQ

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