How to export and license your ServiceTitan history

Short answer: To export your ServiceTitan history, open Reports, run the report you need with your filters, then click Export and choose XLSX or PDF. Search results can also be exported if you have the right permissions. Access depends on the reporting permissions your account administrator sets. No export is needed to start a Latopis check.

Steps below are from ServiceTitan’s official documentation and are accurate as of October 2026. Menus change, so check the linked sources before you start.

What you need first

• Access to reports is managed through reporting permissions. Contact your ServiceTitan account administrator if you cannot see a report.
• Exporting search results needs the Run Search and Allow Exporting Search Results permissions.

Export a report

1. In the navigation bar, click Reports. The All Reports screen opens.
2. Click the name of the report you want. Use the report’s dropdowns and date fields to set filters, and run it.
3. Above the report results, click Export.
4. Under Exporting Format, choose Export to XLSX for a spreadsheet or Export to PDF. Select Export only aggregated data only if you want just the totals.
5. Click Export. The file downloads to your computer.

Rollup reports can also be exported to CSV, and ServiceTitan search results can be exported to XLSX or CSV. See the sources below for those steps.

Sources

• ServiceTitan: Run a report
• ServiceTitan: Run, filter, and export rollup reports
• ServiceTitan: Use search in ServiceTitan

What buyers value in your ServiceTitan record

For a trade contractor, ServiceTitan holds the day-to-day record of the work: jobs, estimates, invoices, and the history of what was done at each site over the years. Buyers who license the operating record look for that long, continuous history of how jobs were quoted, scheduled, and completed.

Privacy and ownership

Service records are full of customer names, addresses, phone numbers, and payment details. Strip or mask personal names and client details before anything is shared. Names, emails, phone numbers, and account numbers come off before a buyer sees the record, and records you hold for clients as their agent are not part of a license.

You do not need to export anything to start. The Latopis check asks three questions: your systems, the company, and who can sign. You approve the scope before anything moves, and the company keeps its data.

Questions about exporting ServiceTitan

This page is general information, not legal advice. If contracts with clients or employees limit how records may be used, check them with your own counsel.

Related guides

• Two-minute value check
• All export guides by system
• Find the size of each system
• How to license your operating record
• Data valuation: how the record is valued