--- title: "Add Multi-Template Reports to custom dashboards to combine data from multiple report templates in one view" slug: "add-multi-template-reports-to-custom-dashboards" tags: ["Area - Release Notes", "Role - All users", "Type - Commercial", "Type - Residential", "Focus - Construction", "Focus - Service Replacement"] updated: 2026-07-11T17:06:33Z published: 2026-07-11T17:06:33Z canonical: "help.servicetitan.com/add-multi-template-reports-to-custom-dashboards" stale: true --- > ## 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. # Add Multi-Template Reports to custom dashboards to combine data from multiple report templates in one view This improvement allows you to use Multi-Template Reports when creating report modules in custom dashboards and custom Rollup Dashboards in Enterprise Hub, giving you more flexibility to visualize complex data relationships. ### What's changing? Previously, custom dashboards only supported report modules based on single report templates. Now, you can add Multi-Template Reports as report modules, allowing you to combine data from multiple report templates (such as Jobs and Invoices) in a single dashboard module. This gives you more powerful reporting capabilities directly on your dashboard without switching between the Reports tab and Dashboard view. You can also add multi-template Rollup Reports to custom Rollup Dashboards in Enterprise Hub. ### Resources - [Create and edit report modules for custom dashboards](/v1/docs/create-and-edit-report-modules-for-custom-dashboards) - Enterprise Hub: [Custom Rollup Dashboards](/v1/docs/custom-rollup-dashboards) ### Before and After #### Before (Current) 1. Go to **Dashboards** and open a custom dashboard. 2. Click **Add Module** and select *Report* from the Module Type dropdown. 3. Choose from available single-template reports only. 4. To view combined data from multiple templates, switch to the Reports screen to create and run a Multi-Template Report separately. **Impact:** You need to maintain separate workflows for viewing dashboard modules and running Multi-Template Reports, requiring extra navigation between tabs. [**Try the current workflow in your account.**](https://go.servicetitan.com/#/new/dashboards/modular-dashboard) #### After 1. Go to **Dashboards** and open a custom dashboard. 2. Click **Add Module** and select *Report* from the Module Type dropdown. 3. Choose from both single-template reports and Multi-Template Reports. 4. View combined data from multiple report templates directly on your dashboard. **Impact:** You can now build more comprehensive dashboards that display Multi-Template Report data alongside other modules, keeping all your key metrics in one place. [**Test the changes in the NEXT environment.**](https://next.servicetitan.com/#/new/dashboards/modular-dashboard) ### Who uses this feature - All business types - Administrators, managers - Region availability: All regions ### --- ### How it works for your industry #### Residential Service and Replacement - Create a dashboard module showing total revenue by combining Jobs and Invoices templates to see completed work and billing status in one view for your HVAC service calls. - Build a technician performance module that joins Jobs and Sold estimates templates to track conversion rates from estimate to completed job for plumbing repairs. - Design a customer value module combining Customers and Invoices templates to identify high-value residential clients for targeted service agreement offers. #### Commercial Service and Replacement - Monitor project profitability by joining Jobs, Invoices, and Purchase Orders templates to track labor costs against revenue for commercial HVAC maintenance contracts. - Create a dashboard showing equipment service history by combining Jobs and Equipment templates to track preventive maintenance (PM) schedules across multiple commercial properties. - Build a business unit performance module joining Jobs and Technicians templates to compare productivity metrics across different service divisions or locations. #### Residential Construction - Track project pipeline by combining Estimates and Jobs templates to monitor conversion rates from quote to signed contract for new construction projects. - Create a materials tracking module joining Purchase Orders and Jobs templates to monitor material costs against project budgets for residential builds. - Design a project timeline dashboard combining Jobs and Appointments templates to visualize scheduled work and completion rates across active construction sites. #### Commercial Construction - Monitor multi-phase project progress by joining Projects and Jobs templates to track completion status across different stages of commercial construction work. - Build a resource allocation dashboard combining Technicians and Jobs templates to optimize crew assignments across multiple commercial job sites. - Create a project cost analysis module joining Jobs, Invoices, and Purchase Orders templates to compare budgeted costs versus actual expenses for commercial projects. ### How to Prepare? 1. Review your existing Multi-Template Reports to identify which ones would be valuable to add to your dashboards. 2. Identify which custom dashboards would benefit from Multi-Template Report modules and plan where to add them. 3. Train administrators and managers on how to select Multi-Template Reports when creating new report modules in custom dashboards. 4. Consider reorganizing your dashboard layout to take advantage of the new Multi-Template Report modules alongside your existing Key Performance Indicator (KPI) and visualization modules. A sales tech sells an estimate. -or- A service, maintenance, or install tech sells an estimate. -or- A CSR sells an estimate over the phone. Let's say the estimate total is below the sold threshold (the customer wants to schedule the work, but hasn't fully decided). [Learn more →](https://help.servicetitan.com/docs/understanding-estimates-vocab) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)