How to Set Up Automated ServiceTitan Reports for IgnitePOST

If your business uses ServiceTitan and wants to automate direct mail marketing with IgnitePOST, setting up scheduled reports correctly is the key to keeping your campaigns running smoothly.

This guide walks through the complete process from creating the report to verifying delivery, so your team can automate customer data transfers accurately and consistently.

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Why This Process Matters

Automated ServiceTitan reports help:

• Keep customer data flowing into IgnitePOST
• Reduce manual work
• Improve campaign consistency
• Ensure accurate reporting
• Maintain operational accountability

Following a standardized setup process prevents delivery issues and keeps your automation workflows reliable.

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1. Log Into ServiceTitan

Start by logging into your ServiceTitan account using authorized credentials.

Then navigate to:

• Reports
• OR Analytics → Reports (depending on your account configuration)

This is where you’ll create and manage automated reporting workflows.

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2. Create a Custom Report

Inside the Report Builder:

• Select Create Report
• OR open the Custom Report Builder

Add the required customer fields:

• Customer Name
• Address Line 1
• Address Line 2
• City
• State
• Zipcode
• Customer Email

Optional fields include:

• Jobs Total
• Technician
• Creative / Card Design

Apply the appropriate filters based on the campaign or workflow you’re automating.

Recommended Naming Convention

Use a standardized naming format:

[Company Name] - [Report Name] - [Date]

Example:

ABC Plumbing - Estimate Thank You Report - 5.20.2026

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3. Validate Report Accuracy

Before scheduling the report, verify that all data is correct.

Run the report manually and confirm:

• Correct date range
• Accurate totals
• Proper filters applied

If needed, cross-check the results against your dashboard to ensure reporting accuracy.

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4. (Optional) Set Up IgnitePOST as a User in ServiceTitan

If you want IgnitePOST to manage reports directly, create a dedicated user account inside ServiceTitan.

Navigate to:

Settings → Employees → Add Employee/User

Use this email format:

datalists+[CompanyName]@ignitepost.com

Example:

datalists+abcplumbing@ignitepost.com

Grant permissions for:

• Reporting access
• Viewing/exporting report data
• Configuring scheduled reports

Once access is shared securely, IgnitePOST can:

• Configure reports
• Pull mailing data automatically
• Manage ongoing reporting workflows

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5. Schedule Automated Delivery

Open the report you created and select:

• Schedule
• OR Email Report

Then choose your preferred delivery frequency:

• Daily (recommended)
• Weekly
• Monthly
• Quarterly

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6. Configure the Recipient List

Add the approved IgnitePOST recipient email:

datalists+[CompanyName]@ignitepost.com

Double-check:

• Spelling
• User permissions
• Internal stakeholders

Best Practice

Always include at least one internal backup recipient for quality control and troubleshooting.

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7. Choose the File Format

Select the export format for delivery.

Recommended formats:

• Excel (.XLSX)
• CSV

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Set the Subject Line Format

Use a standardized email subject line format:

[Company Name] - [Report Name] - [Date Range]

Example:

ABC Plumbing - Estimate Thank You Report - 5.20.2026

Sample Email Body

Hello,

Please find the attached scheduled ServiceTitan report for the selected reporting period.

Let us know if you have any questions.

Thank you,
[Company Name]

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9. Save & Activate the Schedule

Before activating the report:

• Review all settings
• Confirm delivery frequency
• Verify recipients

Then click:

• Save
• OR Activate Schedule

Daily delivery is strongly recommended for most automated mailing workflows.

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10. Verify the First Delivery

After the first scheduled report is sent:

Confirm that:

• Recipients received the report
• Attachments open correctly
• Data appears accurate
• Completion is documented internally if required

This final verification step helps catch configuration issues early.

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Best Practices for Ongoing Success

To keep your ServiceTitan automation reliable:

• Review reports monthly
• Remove outdated recipients immediately
• Standardize report naming
• Maintain a backup internal recipient
• Avoid sending sensitive financial data unless approved

Troubleshooting Common Issues

Report Not Sending

Check:

• Schedule is active
• Recipient emails are correct
• ServiceTitan permissions
• Report ownership settings

Incorrect Data

Verify:

• Filters
• Data parameters
• Report version

Run the report manually to validate.

Missing Attachments

Try:

• Re-saving the scheduled automation
• Verifying export format
• Testing with an internal recipient first

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By following this process, your team can create a reliable automated reporting workflow between ServiceTitan and IgnitePOST — helping ensure customer data stays accurate, campaigns run smoothly, and direct mail automation remains hands-off after setup.

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