Posts

Resolved! A/R history

Hi. I am comfortable with our A/R summary that gives a real time look at what we need to collect. Is there any way I can take a look back and see what A/R was a month ago or even a year ago and take that info to compare/contrast how we are doing on c...

mikeward by New Contributor
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  • 2 replies
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Report on Job Types

Our Job Types could use some house cleaning, and I want to figure out which ones we use the least! Does anyone have a report that they like to use for Job Types?

Miranda by ServiceTitan Certified Administrator
  • 1746 Views
  • 5 replies
  • 3 kudos

Technician Split Report

Hey Everyone! Looking to get some feedback. We recently implemented Configurable Payroll and have lost our legacy reporting options. We are looking for a new report that includes the technician splits, spoke with our CSM and sounds like they do not c...

Erpkmilliken by ServiceTitan Certified Administrator
  • 1388 Views
  • 4 replies
  • 1 kudos

Resolved! Membership Conversion is 0 or 100?

We are having an issue with membership conversion rate reporting only being 0% or 100%. We only offer auto renewal memberships, is this metric for renewals due? Is there a way to accurately track how frequently we sell a new membership vs non-member ...

George_SST by New Contributor III
  • 1993 Views
  • 4 replies
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Idea needs votes! Reporting on invoice review status

https://ideas.community.servicetitan.com/ideas/COMMUNITY-I-4336I want to be able to schedule a report that will give my department heads a poke that they have invoices that have not been reviewed in transaction hub. Please add this as a KPI on that d...

JessicaSmith by ServiceTitan Certified Administrator
  • 1228 Views
  • 2 replies
  • 4 kudos

Check Audit - Enhancing Payment Audit Process

I would like to bring forth an opportunity for improvement or kindly request input if a solution already exists.Currently, we have successfully implemented automated features for almost all payment functions within Service Titan. However, our account...

josh_via by New Contributor III
  • 1164 Views
  • 2 replies
  • 0 kudos

Customers without an Email address

Hey everyone! So I need a report that shows customers without an email address. The report I'm currently working on has the customer name, customer email, location email, and location address. I have both email columns filtered as 'is empty'. Unfortu...

iwarren39 by New Contributor III
  • 1463 Views
  • 3 replies
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Resolved! Reporting Tweak

In the From-To Section of the report, it would be wonderful to have TOMORROW be an option. That way when we apply tags like "Parts-Ordered", it will run an automatic report letting us know the jobs we are planning to work on with ordered parts. This ...