Reporting

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Heatmap on the Dashboard

We are having an issue with our heatmap on the dashboard. We are located in Wisconsin, but when we pull up the heatmap it shows California. My boss has asked support about this issue. The answer he gets is we have addresses that are not verified and ...

Miranda by ServiceTitan Certified Administrator
  • 3343 Views
  • 3 replies
  • 3 kudos

Reports and Templates

Hello S.T. peeps, I have an issue. I have 4 CSR's, 2 of them when they click on the "Reports" heading have drop down menu's "Categories" and "Templates", and 2 don't. I have not been able to figure out which permission is not activated as one who doe...

mramalho by New Contributor
  • 1415 Views
  • 1 replies
  • 0 kudos

Error in Report after ST update

After the update, we found that our Opportunity and Estimate Follow Up has a broken link for the Estimate ID. Clicking on the Estimate ID results in an "Action Cancelled:: Error" message and a black screen.We have a work around, as the Opportunity ID...

pblwayne by New Contributor III
  • 2401 Views
  • 2 replies
  • 0 kudos

Report showing all estimates that have been invoiced

Hey everyone! I am looking for a report that shows estimates that have been completed and invoiced. I have a couple custom reports created from the "Jobs" template, but I am not sure if these are really accurate. Right now I have the jobs report temp...

NBeebe18 by New Contributor II
  • 1972 Views
  • 2 replies
  • 0 kudos

Resolved! Report for refund or credits?

Does anyone know of a quick way to pull information on refunds or credits we have given during a certain time period? Thanks!

AmyHart by ServiceTitan Certified Administrator
  • 2664 Views
  • 2 replies
  • 0 kudos

Reporting on non-job events

If it exists someone please tell me where to find a report that will pull info off the non-job events. I know I can run a timesheet report but I need the info description and event name.... if y'all confirm this doesn't exist I'll add it as an idea!

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RandiThompson by ServiceTitan Certified Administrator
  • 2763 Views
  • 3 replies
  • 0 kudos

BDR 8 for10 Report

Has anyone here used this? Can you tell me about your experience and how it has been beneficial?

uohara by New Contributor II
  • 2171 Views
  • 1 replies
  • 0 kudos

Categories or Sub-Categories for Materials

Has ServiceTitan thought about implementing categories and or sub-categories for materials? Ex: copper fittings, pvc fittings, capacitors, etc. There are categories for equipment. It helps on reporting. It would definitely help on reporting for mater...

JJPOND by New Contributor II
  • 1790 Views
  • 0 replies
  • 1 kudos