Create contract reports in ServiceTitan

Overview

ServiceTitan lets you report on contracts directly in the Reporting module, giving your team a centralized view of contract status, value, e-sign activity, and performance. Office users can build custom contract reports, apply filters and combine contract data with other subject areas. This approach helps teams track contract volume, identify abandoned contracts, and connect contract activity to revenue outcomes.

Things to know

• When you create a Contracts report, the report is sorted by Creation date (newest first).

• Contracts support all standard reporting capabilities, including filtering, grouping, aggregations, charts, saving, exporting, and scheduling — consistent with other report types in ServiceTitan.

• Updates to contract records — including newly created contracts or recent changes — may take approximately 10–15 minutes to appear in reporting, so reports run immediately after an update may not reflect the latest data right away.

Best practices

• Group your report by Business unit or Sales Rep Name to compare contract performance across teams.

• Add the Contract Value column alongside Customer Signed Date and Contract status to build a pipeline view that connects contract volume to revenue impact.

• Save frequently used report configurations — filters, columns, groupings — so your team can revisit them without rebuilding from scratch each time.

Use cases

• Track how many contracts are currently Sent but not yet signed, to prioritize follow-ups.

• Identify contracts that have Expired without being accepted, to understand where deals stall.

• Measure total Contract Value closed over a time period by filtering to Signed On date.

Create a contracts report

1. Go to the navigation bar and click Reports.

2. Click Create Report. 

3. In the New Report screen, select the report type, report template and add the needed columns.        

   1. Select All or Sales, Opportunities and Revenue as report type.

   2. Select Contracts as report template. 

   3. Add desired columns to indicate which information you want to show within your report. 

4. Click Next to create the report.        

   1. Enter the report Set Details:                 

      1. Enter the report Name.

      2. Select the report Category.

      3. (Optional) Add a report Description.

      4. Select to share the report with other users and allow them to view and edit this type of report.

      Note: The template type displays as Contracts that is not editable.

   2. When finished, click Save.

The saved report appears on your main Reports screen under the category you selected.

When you reopen it, your columns, filters, groupings, and visualizations are saved.

Filter a contracts report

When working with a Contracts report, use the available filters to narrow results.

1. Go to Reports and find the report you want to filter down.        

   Note: You can add additional columns to the report. For more, see Select and customize columns.

   1. Set the Date Type filter to specify which date field to filter on:                

      • Creation Date: filters by when the contract was created.

      • Sent On: filters by when the contract was emailed.

      • Expiration Date: filters by the date the contract is expired.

   2. Use the From – To date range fields to set a specific date range. You can also use quick-range shortcuts such as Today, This Week, or This Month. 

   3. Use the Business Unit filter to limit results to contracts belonging to specific business units.

   4. Use the Contract Status filter to multi-select one or more statuses. Available statuses include Draft, Sent, Accepted, Dismissed, and Expired.

   5. Use the Created By filter to select the user who created the contract.

   6. Use the Customer filter to limit results to contracts tied to specific customers. Search by customer name.

   7. Use the Sales Rep filter to narrow results to contracts associated with specific sales reps. Type in the search bar to filter the list.

2. When finished, click Run Report.

Select and customize columns

1. Open a contract report.

2. Click Edit Report to see all available columns.

3. Search for a column by typing its name in the search field. For example, type Contract status to find that column.

4. Select the columns you want to display and click Apply.

The following columns are selected by default when you create a new Contracts report:

• Contract Basics        

  • Contract ID

  • Contract Name

  • Status

  • Contract Scope of Work

  • Document Template

• Contract Dates & Communication        

  • Date Created

  • Expiration Date

  • Date Email Sent

• Contract Status & E-Sign        

  • Contract Sub-status

  • Countersignature Date

  • Customer Signed Date

  • Recipient Email

  • Recipient Name

  • Recipient Signature Status

  • Signing Method

• Customer & Location        

  • Customer ID

  • Location Address

• Financials & Payments        

  • Contract Value

• Job / Invoice / Opportunity        

  • Owner (Parent Job ID)

  • Business unit

• Estimate & Estimate Details        

  • Estimate ID

  • Sold Estimate Name(s)

• People & Ownership        

  • Created By

  • Sold By

  • Sales Rep Name

Combine contracts data with other subject areas

Contracts can be joined with other reporting subject areas, such as Jobs, Customers, or Opportunities using the existing join templates in ServiceTitan Reporting.

1. Open or create a Contracts report.

2. Click +Join Templates in the columns section to add another subject area to the report. For more, see Create and run multi-template reports.

3. Select another template to join, for example, Jobs.        

   Note: The join experience for Contracts matches the existing join-template workflow used by all other subject areas. No Contracts-specific join steps are required.

        

4. Add additional columns from the joined template to your report as needed and click Next.

Want to learn more?

• See Run, filter, and export reports

• See Create and run multi-template reports

• See Set reporting permissions