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TSYS Settlement Detail - Drill Down

Anyone know if there is a way to get the TSYS Settlement Report scheduled, where is will show the expanded data from the batches? I've been racking my brain for my accounting department trying to figure it out. Ultimately - what I need to see is the ...

ashsmith by • ServiceTitan Certified Administrator
  • 466 Views
  • 1 replies
  • 1 kudos

Export Heat Map Data

The data on the Dashboard Heat Map is very helpful when monitoring marketing impact, Geo growth and year over year growth. After talking to Support there is not currently a way to export this data or create a custom report to see tha same data. Can a...

J3 by • New Contributor
  • 414 Views
  • 1 replies
  • 1 kudos

Warranty Items

Having an issue running reports on warranty items. Wanted to know how many x we have installed vs. taken back under warranty. Creating a Warranty item in the price book doesn't help because its a task. Anyone have any ideas without effecting inventor...

ceaton by • New Contributor II
  • 450 Views
  • 1 replies
  • 0 kudos

Notes on Jobs

This is an odd one.During a meeting yesterday we realized that we need to pull a report that grabs all jobs with a certain phrase typed in the notes and I am stumped at how to mine that data out of the system. Anyone have any tips??

seemore by • New Contributor II
  • 820 Views
  • 4 replies
  • 1 kudos

Projects Dashboard Edit Project Status

Please vote for this idea!COMMUNITY-I-4942We'd love to be able to edit a projects status directly from the Project Dashboard instead of having to click into each project individually.

codybumpus by • New Contributor III
  • 729 Views
  • 3 replies
  • 7 kudos

Opportunity Job Average - Tracking Average ticket correctly

Hey guys!! I have an issue that I have been trying to work through for a little while and would love to see how you guys measure, and hold techs accountable to the set average ticket KPI. We track Opportunity Job Average and spiff based on a $400 + a...

chelsea_6 by • ServiceTitan Certified Administrator
  • 601 Views
  • 2 replies
  • 1 kudos

Create a report

I must be doing something wrong or have my settings wrong. I am trying to create a report but neither I or the owner have that button. What do I need to do to get that button. I am trying to see my jobs that are on hold.

Resolved! Automated report for pulling call metrics

Hello, I am curious if there is some way to generate a report that pulls call recordings at random for the purpose of reviewing them for training purposes. For instance- the calls would have time length parameters and call reasons and CSRs that would...

Report for daily pick-ups?

Is there a report we can run that will show the items each individual technician needs to pick up from the shop that day before beginning their shift (IE parts or equipment for specific jobs that day)?Also, is there a report to run that will show wha...

KhianaKlatt by • Valued Contributor II
  • 570 Views
  • 2 replies
  • 0 kudos

Total counting of leads

Is there a report that can show total leads created in a date range and summarize them by user?I'm looking for the total to match the number of leads that come up when you search for all leads created in a time frame and every report I can find does ...

jpovey by • New Contributor III
  • 1021 Views
  • 4 replies
  • 0 kudos
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