Documentation Index

Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt

Use this file to discover all available pages before exploring further.

Rollup Dashboards Home

Prev Next

Rollup Dashboards

Monitor business metrics in real-time across all your tenants. Built for Administrators, Owners, and General Managers who need enterprise-wide visibility.

Things to know

  • By default, the Modular Dashboard shows metrics for all networks on the current day for all your business units (BUs) regardless of trade or division. You can filter the dashboard for specific dates, BUs, and networks.
  • There may be slight differences between the data displayed in Rollup Dashboards compared to the data in a single tenant dashboard due to the time zone differences between Enterprise Hub and the single tenant. Data displayed in Rollup Dashboards are set to the Enterprise Hub user's time zone.
    • For example, the Enterprise Hub user is located in Eastern Standard Time (EST) but the tenant is located in Central Standard Time (CST). The data displayed in Rollup Dashboards are shown in EST.

Setup

Configure permissions and customize your dashboard settings to start monitoring real-time metrics across all your business units and networks.

Setup checklist

Set Rollup Dashboards permissions

Configure View, Edit, See Settings, Export, and View & Share All permissions for your users.

Customize your dashboard setup

After permissions are set, customize your Rollup Dashboard settings to fit your team's needs.

Required access

Account configuration is required. Contact Technical Support for details. Permission is also required — contact your account administrator.

Once setup is complete

Monitor real-time metrics across all tenants, build custom dashboards, filter by date and BU, and view technician scorecards.

Rollup Dashboards — permissions reference

View Rollup Dashboards: Allows users to access the Rollup Dashboards module.

Edit Rollup Dashboards: Allows users to edit dashboards.

See Rollup Dashboard Settings: Allows users to access the Rollup Dashboard settings page.

Export Rollup Dashboards: Allows users to export modular dashboard technician scorecards drilldown. Note: Export functionality will be included in a future release and is not available during the beta.

View and Share All dashboards: Allows users to view and share all dashboards created in the network they have access to.

Key workflows

Core workflows for using Rollup Dashboards across your enterprise.

Dashboard modules and scorecards

View and interact with your real-time metrics, scorecards, and filters.

Create custom dashboards

Build tailored dashboards with the metrics most relevant to your business.

Manage dashboards

Push and pull dashboards between Enterprise Hub and your individual tenants.