Reporting
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Resolved! Best way to automatically pull data for analytics.

Does anyone have a good way they have found to automatically pull data from Service Titan that I could then connect to a BI dashboard like Power BI, Tableau, Looker Studio, etc? For example, performance reports that I can have updated automatically w...

rf-devin by • New Contributor
  • 3368 Views
  • 2 replies
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CSR Scorecard Report

Is there a report available that will allow me to export the information from the CSR Scorecard?

RQUIROZ by • New Contributor
  • 1940 Views
  • 1 replies
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Help Wanted for a BCN Video

I'm working on a video about reporting, and I want to build out an example custom report as part of it. If you have an idea for a custom report you'd like to see built, put it in the comments! The more detail you can give me about what the report's p...

BCN by • Community Moderator
  • 1482 Views
  • 1 replies
  • 1 kudos

Main Zone vs All Zones

Found a weird data set that makes no sense. We rely heavily on Zones as we serve a very large area. Technicians cross over regularly. Reporting is centralized to three markets and so I appreciate the ability in a technician profile to differentiate a...

mauristi by • New Contributor II
  • 2094 Views
  • 1 replies
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Conversion and Revenue by Job Type

Hi everyone - We are having inside sales do lead setting on replacement opportunities where the technician did not turn it over (set the lead). I want to see how those jobs perform compared to our marketing leads or technician turnovers .My idea is t...

cherie_m by • Contributor III
  • 2279 Views
  • 2 replies
  • 0 kudos

Resolved! Combining Campaigns by categories

Is there a way to combine campaigns by category? For example, is there a way to add all of our magazine campaigns under the "Printing Advertising" category? If not, does anyone have recommendations to organize (clean up) our campaigns without getting...

ddmcrystal by • New Contributor II
  • 1993 Views
  • 1 replies
  • 0 kudos

Budget vs Actual Report

I absolutely love the Budget vs Actual widget under the financials section of the Project page. I've spent a good deal of time getting our labels just right where it gives a simple but detailed breakdown of our job costing report. The downside, howev...

codybumpus by • New Contributor III
  • 1596 Views
  • 1 replies
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