ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

I am looking for a way to build my custom dashboard from a report I am using. The issue I am running into is the way that all of the modules auto generate their calculations from, is not the same way that We calculate the numbers. Therefore, I still have to search reports for the accurate number I am looking for rather than just being able to pull up the dashboard and see it right then and there. Is there a way to change how the Modules calculate or get even more creative with it? Let me know any suggestions you might have! Thank you!

Aly Cooper
Dilling Services

New Contributor

Hey Aly,

You can actually create a custom dashboard and add a Report module Type, select the corresponding Report Template. Then you can add your custom report directly do your dashboard as a module, and filter it as you do your report. This article goes into more depth on how to add the custom report to your custom dashbaord: