Reporting

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Automatically Exporting Data from Reports to Looker Studio?

Hey guys, I hope everyone is doing well.There are lots of great reports with ServiceTitan, but for our company, we are really looking for specific KPIs for sales and marketing, for example, we want to see more than just the inbound calls, we want to ...

devinYND by New Contributor
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Resolved! PO Items listing by project

I need to create a report that lists all of the items on every PO on a project but I need help, please. The report needs to include the item descriptions to verify all fixture costs are accounted for. Any suggestions?

roushk by New Contributor III
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  • 2 replies
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Aged Equipment report with a filter for status

I am trying to run/create an aged equipment report but I dont see an option to filter by equipment status (installed, replaced). If that is a fillable field when entering equipment, why is it not a searchable field when generating a report?

jgaleQSC by New Contributor
  • 1460 Views
  • 3 replies
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Preferred Payment Method Filter

It would be great if the Preferred Payment Method column on the Membership Detail Report would allow "Is empty" or "Is not empty" filtering to be able to display only memberships without a payment method selected, without having to export to Excel. I...

tracking outgoing calls

First of all I have no idea if I chose an appropriate "label" for this post, I apologize if I did not. My questions is...Is there a report that tracks OUTBOUND calls using ST?

Touch point reports

Hi . We are trying to see if we can do a client touch point report . This report would include who did the reach out , what type of reach out , Date, Etc.Can such a report be done ? If so please include instructions on how to do it.Thank you

RP1 by New Contributor
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Resolved! Campaign Tracking

Hello all,I am trying to figure out which is the best report to run for our campaign tracking. I see that there are 4-5 different campaign reports. We are really wanting to track how many calls we are getting from each campaign and the revenue associ...