Posts

report KPI showing Revenue Average OVER the Sales Threshold

Is there any existing KPI that shows total revenue or total job average OVER the sales threshold? For example, i want to see my tech averages excluding what they were "going there to collect" already...ie: how much did my technician collect on a main...

msouther by New Contributor
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Projected Revenue

Does anyone use a report or know of a good way to look at projected revenue based on jobs already booked? For instance looking at what next weeks revenue projection would be based on the jobs booked and invoice totals?

Item Consumption Quantity Reporting

Hello, I am using the Item Consumption Report for used items trying to get a quantity per item name/code. I am able to get this by grouping by the item name field, but it opens the report fully drilled down for hundreds of items. Is there a way to ge...

George_SST by New Contributor III
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Resolved! How to run report with all mobile dashboard fields

I am trying to create a custom report to pull that would mirror all the fields that show up on the technicians mobile devices in the dashboard overview reporting. I have managed to get the total and sales fields all attached to my report, but the tab...

George_SST by New Contributor III
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  • 9 replies
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GPS Tracking

If the Tech's leave the iPad on when they are in the truck, the system SHOULD be able to give the total distance driven (miles) in any give day. If ST were to track miles driven AFTER LAST JOB, then we could see IF they are using the trucks for perso...

alemke by New Contributor II
  • 1841 Views
  • 4 replies
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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
  • 1154 Views
  • 1 replies
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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
  • 3842 Views
  • 8 replies
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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
  • 2793 Views
  • 6 replies
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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
  • 1507 Views
  • 2 replies
  • 8 kudos

Outbound Booking Report

How can I build a report to show outbound calls booked? The only thing I have come up with is to have the agents tag those jobs as OB booked. Any suggestions before I implement this?