Reporting

Jeremy_Wick
ServiceTitan Certified Provider
ServiceTitan Certified Provider

Hey Everyone,

Just wanted to see if anyone was having any issues with Reporting?  Reporting in ServiceTitan is very powerful - but if using the wrong filters / report can give you skewed data.  Is anyone looking to build custom reports and not really sure where to start / which template to use to get the information you require?  I find this site to be a great tool to see what reporting options you have for each Template: https://docs.google.com/spreadsheets/d/13LmHn7gimYdZ3PZsNHZjAkULio03h66Krsnd0Jixf3A/edit#gid=0 What are your go to reports?  

2 REPLIES 2

MirandaMel
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

I wish there was a way to use a variety of reporting areas in one master report.  I use the dashboard and have created customer dashboards for some divisions.  But one report to give me all the info daily would be incredible.

Miranda Melnychuk, RSE
Acclaimed! Heating Cooling and Furnace Cleaning

lorenzo_gotime
ServiceTitan Certified Provider
ServiceTitan Certified Provider

Yes great tool Jeremy. I leverage this in the past and came in very handy