Report to show email status

[JessicaSmith]

I thought I could build a report to show emails sent and the status (delivered, bounced, dropped, opened, etc). I know I have the ability to drill down into the email or estimate reports to see email status, but I just want to be able to run a report and see all my dropped or bounced emails! Am I missing this or does it not exist?

[AdamCronenberg]

Curious what Richard comes up with but if the information is in there, you can always have Service Titan create a custom report pulling the metrics together if they are not available in a data set, so that may be an option.  We have also requested reports when we want 2 KPIs that are available in separate data sets, but want them in the same report.

[dwhite45]

We have it set that when an email bounces or drops, it gets emailed to me so I can correct it then.

[JessicaSmith]

Yeah I’ve set that alert for going forward, but I’d like to be able to look backwards

[BCN]

Theres an "email sent" column in the invoice & estimate datasets, but it's only a checkmark. You have to drill in to see "opened" or "bounced" or whatever. Lemme see what I can do 🤠 (no promises) 

[Dave]

Where would I find the invoice and estimate datasets? I have been deep diving just to see if they are emailed period!  I would love to just see a checkmark saying they were sent.

[JessicaSmith · Accepted solution]

If your ST package includes custom reporting, go to REPORTS and then CREATE REPORT, and you'll be able to scroll through all the available datasets.

[Dave]

Game changer.  Thanks so much!

[JessicaSmith]

Thanks! Hoping to quickly find potentially wrong email addresses.