Creating a royalty report


Getting to the royalty reports

  1. Go to Reports on the top bar of Service Titan

  2. In the Search Bar, type in “Royalty” to bring up the weekly and monthly report options.


Using and running the report

  1. The same functionality exists here to filter by date, business unit, etc. 

    1. In order for invoices to appear here, it must be tied to a completed job and it has to be batched and posted.

  2. By default, there will be a “Invoice Status” filter to exclude pending invoices. Do not remove this filter.

  3. Once the table is correctly set, export the data as a XLSX (Microsoft Excel) file type.

    1. This is what you will upload into Franconnect.



Reminder: Invoices do not count as revenue until they are tied to a completed job and have been batched and posted.

Video on Royalty Reporting