How can I access the Nexstar Coaching and Tracking Report in ServiceTitan?

Problem

You don't have access to the Nexstar Coaching and Tracking report and you're unsure why.

Solution

Workflow Summary

First, make sure you have access to the Nexstar report. Then, you need to create a new report using the Nexstar template.

Join the Nexstar Network

Before you can access the Nexstar Coaching and Tracking report template, you must make sure you're part of the Nexstar Network.

1. Go to Marketplace in the top toolbar.
   

2. Search for Nexstar Network, then click on the Nexstar Network card.
   

3. Review the information, then click Get Started to submit your information.

Create the Nexstar report

After you're given access to the Nexstar Network, you should have access to the Nexstar Coaching and and Tracking report template. You will need to first build a report based off this template in order to access the report.

1. Go to Reports in the main navigation menu.

2. Click Create Report.

3. Under Choose report type, select All.

4. Under Select a report template, select Nexstar Coaching and Tracking.
   

5. Add or remove columns from the report, then click Next.

6. Give the report a name, select the category where the report displays on the main Reports screen, and provide an optional description for the report.

7. When you're finished, click Save.

Now that the report has been created, you can run the report and schedule the report to be delivered at set time frames.