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 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:
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: You can view the report in both Grid and List modes.
Report template label on Grid view
Report template label on List view
Identify report template by editing the report
To identify a report template by editing the report:
Click
and then click Edit.
The Report Template appears at the bottom of the card.
Want to learn more?
Visit ServiceTitan Academy to enroll in Navigating Reports