What is the difference between Web Booking Report and Web Booking Summary Report?

Introduction

This guide covers how to find and access the Web Booking Report template in ServiceTitan. This report is different from the Web Booking Summary Report.

Problem

You can't find the Web Booking Report after being given access by an admin.

Solution

Workflow Summary

The Web Booking Summary report is a legacy report created by ServiceTitan. It shows the performance of your web bookings, including jobs booked, jobs completed, job average, conversion rate, and more. Legacy reports are not customizable and limited in the data they provide.

The Web Booking Report is a custom report you can create based off the Web Booking report template. This provides you with the same information as the Web Booking Summary legacy report, but allows for additional customizations and filtering options.

Run the Web Booking Summary report

1. Go to Reports in the main navigation menu.

2. In the side menu, click Legacy Reports.

3. Search for the Web Booking Summary report, then click the report name.  
   

4. Use the filters to set your report parameters. You can:
   

   1. Filter by the business unit of the job booked from the web booking. This report can be run by a single business unit or all business units.

   2. Filter by date range. Use the From and To fields to set a custom date range. Date range corresponds to the date the web booking was created. In other words, the date the booking appeared on the Call Booking screen.

5. When you're finished setting filters, click Update.

The report will run and display below the filters. Click Download PDF to download a PDF version of the report. Otherwise, click  to export the report to Excel (.XLSX) or Comma separated (.CSV).

See Web Booking Summary Report Guide for an explanation of report columns.

Create a Web Booking 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 Web Booking.
   

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.

8. After the report is created, you can use Submission Start Date - Submission End Date to filter the report results.

9. When you're finished setting dates, click Run Report. The report will run and display in a table. Click Export to export the report as a PDF or XLSX.