Reporting

Posts

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...

Sales Call Debrief - Best Practices using Service Titan

We are wanting to create "Specials" for our customers based off their motivation to buy. Currently we have a debrief form our Home Solutions Advisors fill out that ask the question "What is the Customers Motivation to Buy?" We would like to somehow c...

Jess by ServiceTitan Certified Administrator
  • 814 Views
  • 0 replies
  • 0 kudos

Technician Dashboard on Desktop

I have a Comfort Specialist who uses the office version of ST along with the mobile version. I am trying to create a dashboard for him with only his Scoreboard items. Without having to build it from scratch, is there a way that anyone has had success...

MirandaMel by ServiceTitan Certified Administrator
  • 1327 Views
  • 1 replies
  • 0 kudos

Customer by Equipment Age Report

The Customer by Equipment Age Report shows up in the Legacy reporting, but nothing similar that I can find in the new reporting. I am trying to create a report for aged equipment but not having much success. Any help would be appreciated!

MirandaMel by ServiceTitan Certified Administrator
  • 1015 Views
  • 1 replies
  • 0 kudos

Office Activities Report

Hello!! I recently found the Office Activities Report and I was wanting to know some ideas on how to utilize this report and what the average amount of activities for an office employee would be. Thanks so much!

1tomkayla by ServiceTitan Certified Administrator
  • 1154 Views
  • 1 replies
  • 0 kudos

Reporting on Technician Splits

I have typically used the Technician Hourly Production Reports to See Splits by Tech and Job. As I'm attempting to streamline payroll and have a dashboard report I cannot seem to find any templates that have splits available. I must be missing it, be...

jpovey by New Contributor III
  • 1483 Views
  • 1 replies
  • 0 kudos