Reporting

Posts

Start a discussion

Resolved! Reports

What is the best report to use to track warranty's an recalls?

Recommended Reports

What reports do you use the most? When it comes to revenue/sales, what is the report that gives the best information? Thanks!!

Tracking Bookings Tabw/Angi Integration

Has anyone found a way to track manual leads? For instance does anyone know how many leads get dropped into the bookings tab daily vs the ones you actually booked?Ex: We booked 5 out of 15 leads dropped in today. THANKS!!

Resolved! Best way to automatically pull data for analytics.

Does anyone have a good way they have found to automatically pull data from Service Titan that I could then connect to a BI dashboard like Power BI, Tableau, Looker Studio, etc? For example, performance reports that I can have updated automatically w...

rf-devin by • New Contributor
  • 1421 Views
  • 1 replies
  • 0 kudos

CSR Scorecard Report

Is there a report available that will allow me to export the information from the CSR Scorecard?

RQUIROZ by • New Contributor
  • 1076 Views
  • 1 replies
  • 0 kudos

Help Wanted for a BCN Video

I'm working on a video about reporting, and I want to build out an example custom report as part of it. If you have an idea for a custom report you'd like to see built, put it in the comments! The more detail you can give me about what the report's p...

BCN by • Community Moderator
  • 649 Views
  • 1 replies
  • 1 kudos

Main Zone vs All Zones

Found a weird data set that makes no sense. We rely heavily on Zones as we serve a very large area. Technicians cross over regularly. Reporting is centralized to three markets and so I appreciate the ability in a technician profile to differentiate a...

mauristi by • New Contributor II
  • 1098 Views
  • 1 replies
  • 0 kudos
ServiceTitan Academy Knowledge Base Community
© 2024 ServiceTitan Privacy Policy Security Terms of Use Community Guidelines
Copyright © 2024 Khoros, LLC