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48 results
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08-24-2023
06:23 AM
I need to build a report that gives me all customers with a column that lists if they are active or inactive. I do not see that particular option in building a report or current reports.
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Creating Custom Reports
08-19-2023
12:54 PM
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 a...
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by
George_SST
in Reporting
06-03-2023
08:49 AM
1 Kudo
06-03-2023
08:49 AM
1 Kudo
Hello, I am trying to create a workflow for alerting our office of possible 3rd party warranty claims to process. What I have created is a tag for the equipment with this warranty. Then ...
06-12-2023
05:54 AM
When we pull reports, the Call Reason is not listed, but we are entering the job booking information correctly. Any help would be appreciated as to why we are not seeing this information. Than...
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Associations Reporting
07-19-2023
10:26 AM
Has anyone created PowerBI dashboards with an API Key? I'm not sure if this is possible so wanted to check here to see if its been done previously. The reporting and custom dashboards a...
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07-20-2023
12:11 PM
Report help? I'd like a report showing completed jobs and who CREATED the job not just who performed the work. Possible?
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Creating Custom Reports
We did an email to our customers using Marketing Pro. These emails do not show up on the Email Delivery Status report. Is there a similar report that we can review for the Marketing Pro emails that a...
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Reports-Legacy
by
MGagliardi28
in Reporting
07-18-2023
10:29 AM
07-18-2023
10:29 AM
Hey all! I'm sorry if this question is ignorant or if how it is presented is ignorant, but I am very, very green on ServiceTitan. My company would like to export all of our customers emails to...
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Creating Custom Reports
06-22-2023
07:53 AM
...aken and reclassify the ones that are related to an existing job. Allowing for a customizable option through permissions will make the reclassification process efficient for reporting and call l...
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