Posts

Reporting is Inaccurate and Causing Issues for Our Company

Hello. Why do the report templates produce different results for the same information?Example: Using the BU template, sales can show $10,000, but if you use the estimate template it can show $15,000 for the same date range.No matter which template, i...

stephani46 by ServiceTitan Certified Administrator
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Report Option for Revenue by GL Account Totals

There should be an option to build a Report that allows you to generate just the totals for the GL Accounts. Right now we are running a Revenue by Account report and you have to scroll through hundreds, sometimes thousands, of line items before you c...

NicoleMZ by New Contributor II
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Duplicate Location Report

The Duplicate Location report does not have a column with "city" added to it, however it would be more accurate since we have lots in this report that are the same address just in a different town. Please add city or town to this report.

vhs_crys by New Contributor
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Recall Reporting - Linked Tech Information

When creating a recall report, it shows the current job as well as the linked previous job number. However it is currently not possible to show the tech(s) that were assigned to the original job. Having all of that information available on the same r...

scottmel by New Contributor
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  • 3 replies
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Missing Email for Monthly Statements

I know when you send statements via email from AR Management you get a list of customers with missing emails. This list only appears just before you send the emailIs and isn't printable. Is there a way to generate a report filtering customers with ba...

afranza1 by New Contributor II
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Flawed Membership Metrics/KPI's

Please go vote on my "IDEA" - COMMUNITY-I-2658 THE MEMBERSHIP CONVERSION RATE KPI/METRIC IS FLAWED. This metric is meant to show the percentage of membership opportunities that a technician converted to a membership. The calculation would be the numb...

sheldon_1 by New Contributor
  • 134 Views
  • 4 replies
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Resolved! Data-Mapping Project Labels for P.O.'s

I'm having difficulty finding a way to automatically label purchase orders as "P.O." when they get created. I want to see those in the project's budgets vs. actuals as P.O. without relying on the person creating the P.O. to input that label each time...

nik_lawh by New Contributor II
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  • 1 replies
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Inventory Usage Report

Hey Everyone! Looking to run a report on our inventory for usage of each specific inventoried item for a given time frame, last year for example. We have a report created, but it's broken down by each individual transaction, and for this specific rep...

ashleyle1 by New Contributor II
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  • 3 replies
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Call Back tech tracking

I need some kind of report showing what was there and date and who is running the call back.I have talked to several support people. It just blows my mind there is no way to track call backs on techs with all the other productivity features.

tif8794 by New Contributor II
  • 122 Views
  • 2 replies
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Project Reporting

It seems to me that project reports are linked & run off of the jobs. We start with projects and have information & billings go out before we have any labor on a job or even a job created. Also, we bill 100% off the project in our commercial sales bu...

eleverich by New Contributor
  • 247 Views
  • 5 replies
  • 1 kudos