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...
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...
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.
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...
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...
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...
Is there a way for Service Titan to find only active units of equipment accurately. When we run reports it keeps pulling all of the equipment because we have several pieces of equipment in it and if we can separate old on inactive from current and ac...
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...
I am really trying to make the dashboard and reports show the normal work week for us. Currently when I click on "This Week" on the dashboard, it goes from Monday to the following Sunday. We really want it to show From Sunday to Saturday to get the f...
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...
| Subject | Author | Posted |
|---|---|---|
| 11-27-2024 10:50 AM | ||
| 10-28-2024 12:02 PM | ||
| 10-24-2024 09:01 AM | ||
| 10-16-2024 10:59 AM | ||
| 10-16-2024 08:10 AM |
