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Completed jobs by *creator*

ErikaF
New Contributor II

Report help? I'd like a report showing completed jobs and who CREATED the job not just who performed the work. Possible? 

1 ACCEPTED SOLUTION

AdamCronenberg
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

The jobs data set as a KPI called booked by that will show you the person in the office who created the booking.  There is also a lead created by if you are talking Lead Turn Overs.  You can just set the data filter to completed by or sort by Job Status of Completed.  You should be able to easily create a custom report to get at the data you are looking for.  Hope that helps!

Element Mist

View solution in original post

1 REPLY 1

AdamCronenberg
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

The jobs data set as a KPI called booked by that will show you the person in the office who created the booking.  There is also a lead created by if you are talking Lead Turn Overs.  You can just set the data filter to completed by or sort by Job Status of Completed.  You should be able to easily create a custom report to get at the data you are looking for.  Hope that helps!

Element Mist