---
title: "Identify report templates"
slug: "identify-report-templates"
updated: 2026-10-16T02:47:57Z
published: 2026-10-16T02:47:57Z
canonical: "help.servicetitan.com/identify-report-templates"
---

> ## 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.

# Identify report templates

## Overview

Learn how to identify which report templates to use to create specific reports.

---

### FAQ

#### Who uses this feature

- Office managers and administrators
- Account configuration required. Please contact [Technical Support](https://go.servicetitan.com/#/ask) for details.

## 

## Things to know

- A report template or dataset is a collection of metrics that you can refer to gain business insight. The report templates include *Jobs*, *Invoices*, *Inventory Line Items*, *Credit Card Transactions*, and others.
- Every report is built with a *Report Template* and placed in a *Report Category*.
- The report templates are used to build a report which determines columns that are available for you to select in the report.
- Remember that you can’t change the created report template but you can alter it to fit your business needs.

## Identify report template from the reports home screen

To identify a report template from the reports landing page:

1. In ServiceTitan, go to the *Reports* tab and search for the report name.

The *Report template* appears as a label on the report card.

> [!NOTE]
> **Note**: You can view the report in both Grid and List modes.

Report template label on Grid view

![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/identify-report-templates-image-sr6msmqk.png?sv=2026-02-06&spr=https&st=2026-11-01T18%3A46%3A41Z&se=2026-11-01T19%3A46%3A41Z&sr=c&sp=r&sig=HOrs66RPfDZBkgJT5%2BpkF6AdkmWvVHwAE91vauzyzDw%3D)

Report template label on List view

![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/identify-report-templates-image-ncyht5p4.png?sv=2026-02-06&spr=https&st=2026-11-01T18%3A46%3A41Z&se=2026-11-01T19%3A46%3A41Z&sr=c&sp=r&sig=HOrs66RPfDZBkgJT5%2BpkF6AdkmWvVHwAE91vauzyzDw%3D)

## Identify report template by editing the report

To identify a report template by editing the report:

1. Click ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-more-vert.png?sv=2026-02-06&spr=https&st=2026-11-01T18%3A46%3A41Z&se=2026-11-01T19%3A46%3A41Z&sr=c&sp=r&sig=HOrs66RPfDZBkgJT5%2BpkF6AdkmWvVHwAE91vauzyzDw%3D) and then click **Edit**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/identify-report-templates-image-gf9vpeez.png?sv=2026-02-06&spr=https&st=2026-11-01T18%3A46%3A41Z&se=2026-11-01T19%3A46%3A41Z&sr=c&sp=r&sig=HOrs66RPfDZBkgJT5%2BpkF6AdkmWvVHwAE91vauzyzDw%3D)The *Report Template* appears at the bottom of the card.

![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/identify-report-templates-image-3h84dlmy.png?sv=2026-02-06&spr=https&st=2026-11-01T18%3A46%3A41Z&se=2026-11-01T19%3A46%3A41Z&sr=c&sp=r&sig=HOrs66RPfDZBkgJT5%2BpkF6AdkmWvVHwAE91vauzyzDw%3D)

## Want to learn more?

- Visit ServiceTitan Academy to enroll in [Navigating Reports](https://servicetitan.docebosaas.com/academy/learn/courses/377/Navigating-Reports)
- See [Set reporting permissions](/roofing/docs/set-reporting-permissions)
- See [Custom report template guides](/roofing/docs/custom-report-template-guides-home)
- See [Create custom reports](/roofing/docs/create-custom-reports)