How do I export customer/job notes? Does it require a custom report

Bilious
New Contributor

I have a customer who needs to be able to export all of the histories (notes) for their clients to put in their other system. They use it to track warranties and service agreements. Currently, I can't seem to find a way to export this information. Do I need a custom report to get this data? It's there, so I should be able to get it somehow. Thank you. 

1 ACCEPTED SOLUTION

LBabayan
ServiceTitan Certified Provider
ServiceTitan Certified Provider

Hi @Bilious

I have reviewed the custom reporting and also checked this with the product team, there is no available report that will export notes from customer records. 

I would encourage you to share this idea with our Product team here to add to custom reporting KPIs: https://community.servicetitan.com/t5/Ideas/bd-p/ideas

Be sure to come back here and share the Idea ID (COMMUNITY-I-xxx) so others can upvote your idea!

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1 REPLY 1

LBabayan
ServiceTitan Certified Provider
ServiceTitan Certified Provider

Hi @Bilious

I have reviewed the custom reporting and also checked this with the product team, there is no available report that will export notes from customer records. 

I would encourage you to share this idea with our Product team here to add to custom reporting KPIs: https://community.servicetitan.com/t5/Ideas/bd-p/ideas

Be sure to come back here and share the Idea ID (COMMUNITY-I-xxx) so others can upvote your idea!