--- title: "Upcoming Jobs Legacy Report" slug: "upcoming-jobs-legacy-report" updated: 2026-10-16T03:01:21Z published: 2026-10-16T03:01:21Z canonical: "help.servicetitan.com/upcoming-jobs-legacy-report" --- > ## 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. # Upcoming Jobs Legacy Report ## Overview This report generates a list of jobs for the upcoming five days. The report includes jobs with a status of *Scheduled* or *In Progress*. The report will run for a five day period, beginning with the date you enter for the report. Data in this report is based on job status. Common uses for this report - Use this report to view the date and time jobs are scheduled, customer contact information, location information, job type, technician, and job summary. ## --- ### #### Who uses this feature - Office employees ## Things to know - We recommend using the **Upcoming Jobs** built-in report for enhanced customization, consistent KPIs, and improved scheduling and filtering options. ## How to find this report 1. Click **Reports** in the main navigation menu. 2. On the *Reports* screen that opens, click **Legacy Reports**. 3. In the *Search* field, search for Upcoming Jobs. 4. Click the report name. Then you will be able to set filters and run the report. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/upcoming-jobs-report-guide-image-7l817e42.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A54%3A45Z&se=2026-11-01T20%3A54%3A45Z&sr=c&sp=r&sig=uCdFOLeEwHcDKCUaKiVEoHjp%2BdsiCSyIm0%2FM5jJ9cyc%3D) ## Report filters ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/upcoming-jobs-report-guide-image-jw6clw5k.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A54%3A45Z&se=2026-11-01T20%3A54%3A45Z&sr=c&sp=r&sig=uCdFOLeEwHcDKCUaKiVEoHjp%2BdsiCSyIm0%2FM5jJ9cyc%3D) ### Priority Filter by priority. This report can be run by low, normal, high, or urgent priority. Use the dropdown to select a priority level. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/upcoming-jobs-report-guide-image-0ryop9qr.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A54%3A45Z&se=2026-11-01T20%3A54%3A45Z&sr=c&sp=r&sig=uCdFOLeEwHcDKCUaKiVEoHjp%2BdsiCSyIm0%2FM5jJ9cyc%3D) ### Job Type Filter by job type. Use the dropdown to select a job type. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/upcoming-jobs-report-guide-image-g3epo9fp.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A54%3A45Z&se=2026-11-01T20%3A54%3A45Z&sr=c&sp=r&sig=uCdFOLeEwHcDKCUaKiVEoHjp%2BdsiCSyIm0%2FM5jJ9cyc%3D) ### Tags Filter by tag type. Use the dropdown to select a tag. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/upcoming-jobs-report-guide-image-5dxd67vv.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A54%3A45Z&se=2026-11-01T20%3A54%3A45Z&sr=c&sp=r&sig=uCdFOLeEwHcDKCUaKiVEoHjp%2BdsiCSyIm0%2FM5jJ9cyc%3D) ### Business Unit Filter by business unit. This report can be run by a single business unit or all business units. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/upcoming-jobs-report-guide-image-s9botk1j.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A54%3A45Z&se=2026-11-01T20%3A54%3A45Z&sr=c&sp=r&sig=uCdFOLeEwHcDKCUaKiVEoHjp%2BdsiCSyIm0%2FM5jJ9cyc%3D) ### Date Filter by date. Use the dropdown to select a custom date. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/upcoming-jobs-report-guide-image-hprsyad0.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A54%3A45Z&se=2026-11-01T20%3A54%3A45Z&sr=c&sp=r&sig=uCdFOLeEwHcDKCUaKiVEoHjp%2BdsiCSyIm0%2FM5jJ9cyc%3D) ## > **Note:** Data in this report is based on job status. ## View or download the report Click **Update** to view the report. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/upcoming-jobs-report-guide-image-bqtunit0.jpg?sv=2026-02-06&spr=https&st=2026-11-01T19%3A54%3A45Z&se=2026-11-01T20%3A54%3A45Z&sr=c&sp=r&sig=uCdFOLeEwHcDKCUaKiVEoHjp%2BdsiCSyIm0%2FM5jJ9cyc%3D) The report can be downloaded in three different formats: - **Download PDF** - **Export to Excel (*.xlsx)** (click the dropdown arrow next to **Download PDF**) - **Export to Comma separated (*.csv)** (click the dropdown arrow next to **Download PDF**) ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/upcoming-jobs-report-guide-image-wlhogzgk.jpg?sv=2026-02-06&spr=https&st=2026-11-01T19%3A54%3A45Z&se=2026-11-01T20%3A54%3A45Z&sr=c&sp=r&sig=uCdFOLeEwHcDKCUaKiVEoHjp%2BdsiCSyIm0%2FM5jJ9cyc%3D) ## Explanation of report columns The report will run for a five day period, beginning with the date you enter for the report. Jobs are listed by the date they are scheduled. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/upcoming-jobs-report-guide-image-dkw3sr5o.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A54%3A45Z&se=2026-11-01T20%3A54%3A45Z&sr=c&sp=r&sig=uCdFOLeEwHcDKCUaKiVEoHjp%2BdsiCSyIm0%2FM5jJ9cyc%3D) | **Job Number** | Job number. | | --- | --- | | **Schedule Date/Time** | The date and time the job was originally scheduled (regardless of when the technician was actually dispatched). | | **Customer Name** | *Bill To* customer name on the invoice. This is the *Bill To* customer name entered on the customer record. | | **Customer Address** | *Bill To* customer address. This is the address entered on the customer record. | | **Customer Phones** | Phone numbers for the *Bill To* customer. These are the phone numbers entered on the customer record. | | **Customer Email** | Email address for the *Bill To* customer. This is the email address entered on the customer record. | | **Location Name** | The *Service Location* customer name on the invoice. This is the name entered on the location record. | | **Location Address** | The *Service Location* address. This is the address entered on the location record. | | **Location Phones** | Phone numbers for the *Service Location*. These are the phone numbers entered on the location record. | | --- | --- | | **Location Email** | Email address for the *Service Location*. This is the email address entered on the location record. | | **Job Type** | Job type. This is the job type entered on the job record. | | **Technician** | Technician assigned to the job. This is the technician entered on the job record. | | **Job Summary** | Job summary. This is the job summary entered on the job record. | | **Priority** | Priority of the job (*Low*, *Normal*, *High*, or *Urgent*). This is the priority entered on the job record. | | **Tags** | Tags attached to the *Bill To* customer or *Service Location* record. These are the tags entered on the job record. |