ServiceTitan Reports 

ServiceTitan Reports provides analytics through pre-configured built-in reports or by creating customized reports specific to your workflows and business.

• For more information about connecting to SaaS applications, see 連線到 SaaS 應用程式.

• For more information about Lite connectors, see SaaS 應用程式連接器的分類.

• Depending on your use case, you might need to install 資料移動閘道 to move data from SaaS applications. For more information, see 何時需要 資料移動閘道？.

Supported update methods

For more information, see 目標更新方法概述.

Landing tasks:

• Change data capture (CDC)

• Reload and compare

Replication tasks:

• Change data capture (CDC) using Change Tables

• Full load

Landing data in a data lake tasks:

• Change data capture (CDC)

• Reload

Preparing for authentication

To access your ServiceTitan Reports data, you need to authenticate the connection with your account credentials.

To obtain your Client ID and Secret, see https://developer.servicetitan.io/docs/get-going-manage-client-id-and-secret/.

To obtain your App Key, see https://developer.servicetitan.io/docs/get-going-create-an-app/.

Creating the connection

For more information, see 連線到 SaaS 應用程式.

1. Fill in the required connection properties.

2. Provide a name for the connection in Connection name.

3. Select Open connection metadata to define metadata for the connection when it has been created.

4. Click Create.