HELP! How Do I Export Tag Types, Campaign Types, etc out of ST?

[MH]

I am trying to create a new hire binder and would like to be able to export ~all the things~ we add in ST like tags or campaigns, etc. I cannot figure out how to do so. Is there a report for it? If so, I haven't found it. (It doesn't need to have definitions of the item, I can add that. I just need a list of what is in ST.)

[JessicaSmith]

You can also copy the screen and paste into Excel (I've done this), just make sure you right click to paste and choose MATCH DESTINATION FORMATTING under the paste menu.

[DanielleCombs · Accepted solution]

@MH There is not a report within ServiceTitan to pull this information but an ST Employee can help you with this. We can pull a settings template out for you via our backend system and send it to you. You could then copy the names of the campaigns and tags to a new document so you can add/update information. The tool to reference is "Settings Generator". If you would like help with this please send me a message here with your company name and your email and I will generate this for you. 

[MH]

Oh my gosh! THANK YOU!! Smart72 and my email is ccm@smart72.com 

[DanielleCombs]

I just sent you an email with the file. I hope this helps! 

[e_dunn]

@DanielleCombs - would you or @BCN have any suggestions?