Posts

Resolved! Reporting

We would really love it if there was a report that we could pull that would show the average drive time for technician routes. Currently we are manually tracking this but it would be a huge timesaver if we could pull a report that would grab this dat...

aklemme by ServiceTitan Certified Administrator
  • 1945 Views
  • 2 replies
  • 0 kudos

Campaign summary reports

We've recently changed marketing companies and updated several numbers associated with our various campaigns. I'm curious how any are using the campaign summary report in monitoring campaigns. If so, have you created a more clean version of the Campa...

mcrowe by New Contributor
  • 1904 Views
  • 4 replies
  • 0 kudos

Data Extracts for data mart

We would like to extract our Service Titan data so we can build a true reporting data mart and build custom metrics on our data. The current API is very limited in what data can be extracted, Is there a plan to either 1. add a much more robust CRM re...

j_fritze by New Contributor II
  • 1184 Views
  • 1 replies
  • 1 kudos

Resolved! Report to show email status

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...

JessicaSmith by ServiceTitan Certified Administrator
  • 3918 Views
  • 8 replies
  • 1 kudos

Dismissed Call Report

We are very data driven. It's come to my attention that when I run a report of dismissed leads, it doesn't give me the reasons why I dismissed them. This really limits what I can do with that - how am I supposed to remarket to those people based on w...

Ventirght by New Contributor
  • 1179 Views
  • 0 replies
  • 1 kudos

Why are there not team metrics??????

Stupid Question?? Since the dispatch board is organized by teams set on the technician's profile, Why are there no team filters on the dashboards and reports?????Wouldn't that be an obvious and useful way to view your metrics? After all the group is ...

blutz by Contributor III
  • 2147 Views
  • 2 replies
  • 2 kudos

Filter by First Paid On in accounting reports

Is there a way to filter by First Paid On in accounting reports? Currently the closest thing I can find is to filter by Last Paid On. I use two reports for reporting sales tax and have them set to filter by Last Paid On, but we report our sales tax b...

bfiess by New Contributor II
  • 2850 Views
  • 6 replies
  • 1 kudos

Reviews Reporting

Requesting a feature for allowing Review data from Marketing Pro to be in the Reports section. We do not want to give access to field managers to the Marketing Pro features. But they need reports on how technicians are performing on reviews. There is...

erik_hin by New Contributor II
  • 1562 Views
  • 2 replies
  • 8 kudos