With reports, you can access powerful analytics through built-in and customizable reports tailored to your specific business needs. You can run, filter, and schedule reports, control access permissions, and track key performance indicators to gain actionable insights.
Setup
What you need to get started
You can begin running reports right away without any sort of special setup, however you might want to first learn how to identify which report templates you can use to create specific reports. This gives you a good starting point to learning which reports to run or how to build effective custom reports.
Required permissions
With reporting, you can control who has access to view or view and edit individual reports and report templates. You can also control office employee permissions to protect access to sensitive reporting details.
Advanced setup
Since many reports include business unit-level filters, make sure your business units are set up and mapped to the proper trades or divisions of your business
Manage your report sharing settings for built-in reports to manage report access on an individual basis
Key workflows
General reporting workflows
General workflows that can be used for any built-in or custom report.
Built-in reports
Built-in reports are included with your account. They're ready-made to perform popular reporting tasks. You can customize the columns included on the report, as well as filter and sort the report to arrange the information to suit your business needs.
Custom reports
Custom reports are created based on report templates. Each template focuses on a specific part of your business and covers several key performance indicators (KPIs), which are referred to as data fields in custom reports. You can select which data fields to include as columns in a custom report, apply advanced filters, and configure the report layout.
Create custom reports based on report templates
View all custom report templates you can use to build custom reports
If you're unsure which report templates to use, you can learn more about report data fields with the Reporting Dictionary
If the custom report templates don't solve reporting needs, learn how to request special custom-built reports created for your business
Custom report examples
Legacy reports
Legacy reports are the basic reports that originally launched with ServiceTitan. They can be filtered but are not customizable.
Additional reporting resources
Want to see data from your reports visualized? Check out the Dashboards and Scorecards section of our Knowledge Base.
Are you an Enterprise customer? Check out the Enterprise Hub Rollup Reporting feature.
Troubleshooting and FAQ
Troubleshooting
Refer to these troubleshooting articles for information on how to solve common issues you may encounter.
How can I create a report to show all jobs that are currently in progress?
How do I create a report that shows all jobs that are paused?
How can I create a report in ServiceTitan that shows all addresses that have not been verified?
What is the difference between Web Booking Report and Web Booking Summary Report?
FAQ
How do I find reports?
Go to Reports > All Reports. Reports are arranged on cards by category.
To find a specific report, enter a few letters from the report name in the search bar at the top of the screen.
You can also use the Categories, Templates, and Created By dropdowns to filter the reports displayed.
Why can’t I find the report I’m looking for?
To access a report, you must have view permissions enabled for the:
Report template the report is based on
Category the report is listed under on the All Reports screen
Contact your account administrator for help in setting your reporting permissions.
What are the differences between legacy reports, custom reports, and built-in reports?
Legacy reports are the basic reports that originally launched with ServiceTitan. They can be filtered but are not customizable.
Custom reports are reports that you create based on report templates. Each report template focuses on a specific part of your business and covers several key performance indicators (KPIs). You can select which KPIs to include as columns in a custom report.
The ability to create custom reports depends on the ServiceTitan package your company is subscribed to. If you don’t have the option to create a custom report, it may not be included in your package. Contact Technical Support for details.
Built-in reports are pre-built reports included with ServiceTitan that track commonly used business metrics.
How can I find more information about a report?
Go to Reports > All Reports. Click on a card under the report name.
A report details screen opens that shows:
The report description
Who created the report
The report template it’s based on
KPIs included in the report
Office employees who have access to the report
Some report columns include a Total at the bottom. Why isn’t this available for all columns?
We have a feature that allows you to aggregate report column data. You can configure columns to calculate sums, averages, and more. Please contact Technical Support for details.
Why are my reports not loading or showing errors?
If your reports are failing to load or you receive an error such as Object reference not set to an instance of an object, there are a few things you can check:
Ensure you have the appropriate reporting permissions for the template you're trying to use. See Set reporting permissions for more.
You may need to clear your browser cache. See Clearing your cache for more.
You may be trying to run a report that contains too many results, which is causing delays in report generation. You can reduce the scope of your report by using filters to narrow down the report results.
Why am I receiving an Unauthorized access error when trying to access detailed view/drilldown in a report?
If you're receiving an error Action cancelled, Unauthorized access when trying to view drilldown details in a report, you may be missing the necessary permissions. To resolve, an administrator at your company must:
Go to Settings in the top toolbar.
In the side panel, go to People > Employees.
Click Edit next to the employee having the issue.
Click the Permissions tab.
Locate the Allow view, share, and edit all reports and dashboards permission and check the box next to it.
Click Save to apply the changes.
Have the employee log out and then log back into ServiceTitan.
When they access the report next, they should be able to access the report drilldown without errors.