Posts

Inventory Usage Report

Hey Everyone! Looking to run a report on our inventory for usage of each specific inventoried item for a given time frame, last year for example. We have a report created, but it's broken down by each individual transaction, and for this specific rep...

ashleyle1 by ServiceTitan Certified Administrator
  • 1488 Views
  • 3 replies
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Calls Requiring Parts Reporting

Hey Everyone! We're ALWAYS looking for ways to improve our process! While creating a report for another item, I noticed a reporting option 'Calls Requiring Parts' with an info description of "Shows 'Yes' if a job required any material; otherwise 'No'...

ashleyle1 by ServiceTitan Certified Administrator
  • 1911 Views
  • 3 replies
  • 0 kudos

Export Customer Data

Is there a customer export that provided first and last names separately, instead of just name? I know how to do text to columns but it's a nightmare with over 20k records.

spinkert by New Contributor
  • 2030 Views
  • 2 replies
  • 1 kudos

Resolved! Summation of Service Calls Completed

Is there a report available that provides the following:Service "Call Code" used by technician, The quantity of that Call Code. Over a Time PeriodSo, that you can see which "Call Codes" are the most common used. Then once you have that they can be so...

Jeff9267 by New Contributor II
  • 7022 Views
  • 13 replies
  • 0 kudos

Dashboards

Is there a way to have CSR's only see the dashboards you give them access to? I have looked in setting under role permissions but it lumps all the dashboards together. I want them to be able to see the custom dashboard created for them not but the Mo...

DamienJ5 by New Contributor
  • 2852 Views
  • 3 replies
  • 1 kudos