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Unapplied Payments Report - Vote for Idea

Hi ServiceTitan Family, please upvote this idea if you rely on reviewing an unapplied payments report like we do: https://ideas.community.servicetitan.com/ideas/COMMUNITY-I-7025 Refunded payments will not fall off the report and create some confusion...

Report

My company is looking to generate a report that shows new customers booking vs customer with membership booking for the last 365. What would be the best report to generate for this? If anyone has suggestions, I would greatly appreciate it.

RColon by • New Contributor II
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Form Submissions report template

Hi everyone! Earlier this year we released a new reporting template ”Form Submissions” to help you report on form responses. We have seen this new template being used to report on a variety of data such as tracking happy calls, inspections, membershi...

ksaharia by • New Contributor III
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Shrinkage Report

Has anyone been able to create a shrinkage report? What I've noticed from the reporting side and dashboards is that there doesn't seem like a lot of great applications for when you are trying to understand your inventory or supply chain. Sure you can...

MGK by • New Contributor
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  • 3 replies
  • 1 kudos

Attachments Report

I don't know if this sounds crazy, but is it possible to request an Attachment Report?I feel like this can be beneficial especially if we wanted to pull a brag file together real quick from all of the pictures our technicians take.The report could of...

josh_via by • New Contributor III
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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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Help on a report

I am trying to build a report for specific job types that don't have a recurring service at the location. I can run completed jobs and also some more reports for recurring services but having trouble running a report that I can have both sets of data...

MirandaMel by • ServiceTitan Certified Administrator
  • 512 Views
  • 3 replies
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Budgets Vs Actual Report for Estimated work to Job Performance

I'm looking for a report or suggestions on building a report to show true budget versus actuals for our proposed/quoted work. Does anyone have a report they can share or directions to help? I played around with the different WIP options but did not f...

AaronB by • New Contributor
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Resolved! Meal Breaks

Hello all! Our accountant is wondering if there is a report that can be ran daily to track meal breaks? Any advice will be helpful. Thank you!

MonicaH82 by • New Contributor
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BU Goal Tracking

I have an idea I would like to promote. I am going to post it to multiple threads. Here we go:In the BU settings you can set a daily revenue goal. It's the Goal field. Duh. What if they labeled it Revenue Goal? And then, what if, just bear with me, w...

debbloui by • New Contributor III
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