Overview
You can use the report builder to create custom reports for every aspect of your business. With customizable templates, you can track marketing costs, payroll, purchasing, payments, and more. You also control who can access your reports.
Who uses this feature
Administrators and office employees
Feature configuration
Creating custom reports is available only to customers on the Works package or Legacy/Non-Packaged customers.
Permissions are required to use this feature. See Set reporting permissions for more information.
Things to know
All office employees can view or edit your report if they have permissions to view or edit both the template the report is based on and the category the report is assigned to. For example, if a campaign summary report is listed in the Marketing section, an employee with permissions to view campaign summary reports but without access to reports in the Marketing section will not be able to view it.
You can share reports with office employees as long as they have viewing permissions for the template the report is based on and the category assigned to the report.
Hover over the Info icon for a template or report column to see a brief description.
Create a report
Go to the navigation bar and click Reports.
Click Create Report.
On the Report Builder screen, choose a report type to view related templates. For example, if you’re building a report on marketing campaigns, click Marketing. Or, click All to view all templates.
Under Select a report template, click a template to use for your report.
A list of available columns for the selected template appears.
Tip: Click the Question mark icon next to the template name for a detailed description.
Under Columns to be displayed in the report, select which columns you want to include in your report. You can always add and remove columns later.
Tip: Enter a few letters of the column you’re looking for in the search bar to find it.
If you’re unsure which columns you want to include in your report, use the Reporting Dictionary to search for appropriate data fields.
When you’re done selecting columns, click Next.
In the Name field, enter a name for your report.
Click the Category dropdown and select a category where your report will be listed.
Tip: Use the Description field to add a description.
You can set sharing settings for your report. Otherwise, click Save.
Add sharing settings
While creating a custom report, after naming your report and selecting a category, you can define access in the Sharing section:
Click the View Only dropdown and select the office employees who can run your report.
Tip: Type the first few letters of their name to filter the list. If an employee is not visible, they may lack the necessary reporting permissions.
Click the View and Edit dropdown and select the office employees who can view and edit your report. Their names will be automatically added to the View Only dropdown.
Deselect Share this report for view/edit with all other users whose permissions allow them to view/edit this type of report if you do not want all users with relevant permissions to access it.
When you're done, click Save.
FAQ
How can I create or generate a report for a specific dataset (e.g., customers without tax zones)?
In ServiceTitan, we refer to datasets as templates. There are many report templates that can be used to create custom reports. You can find explanations of many of the report templates on the Custom report template guides page.
A list of all available report templates can be found in ServiceTitan.
Go to Reports in the main navigation menu.
On the Reports screen that opens, click Create Report.
In the Choose report type section, select All.
A list of all report templates available to you shows in the Select a report template section. Hover over Information
to view a description of the report template.
After you find a report template you want to use to create a custom report, follow the instructions to set up your report.
Why don't I see the 'Create Report' button?
The ability to create custom reports depends on the package your ServiceTitan account is on. Contact your CSM for details.
If your ServiceTitan account has the ability to create custom reports, you need to have the proper reporting permissions to view and edit report templates. See Set reporting permissions for more.
Want to learn more?
Visit ServiceTitan Academy to enroll in Navigating Reports and Sales Tracking and Reporting