--- title: "Customer by Service Spend History Legacy Report" slug: "customer-by-service-spend-history-legacy-report" tags: ["Area - Reports", "Focus - Construction", "Focus - Service Replacement", "Role - Admin", "Type - Commercial", "Type - Residential"] updated: 2026-10-16T03:01:34Z published: 2026-10-16T03:01:34Z canonical: "help.servicetitan.com/customer-by-service-spend-history-legacy-report" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt > Use this file to discover all available pages before exploring further. # Customer by Service Spend History Legacy Report ## Overview This report allows you to track how much customers spend after buying a certain task, particularly a Membership. You will be able to gauge the value of certain tasks to see whether they resulted in an increased spend amount by that customer. Common uses for this report: - When you run this report, you will choose a task from your Pricebook. The report will provide you with important sales data relevant to that Pricebook task. - Use this report to view the customer name, customer location, Job number, Invoice number, invoice subtotal, task code, amount spent since the task was used, technician, campaign, invoice date, and other information. > [!NOTE] > **Note:** Depending on your account's configuration, you might see one or more of the following: > > - *Items and Pricing* instead of *Pricebook*. > - *Customer* instead of *Homeowner*. > - *Procurement* instead of *Inventory*. > > The names are different, but everything works the same way. For more, see [Commercial Personalization Platform - FAQ](https://help.servicetitan.com/commercial/docs/commercial-personalization-platform-faq). --- ### #### Who uses this feature - Administrators and managers ## How to find this report Click **Reports** > Search *Customer Service by Spend History* > Click the report name. Then you will be able to set filters and run the report. > [!TIP] > **Tip:** You can also schedule the report by clicking **Schedule** next to the report name ## Report filters ### Task Filter by task code. This report is run by task code name. To set task codes, navigate to **Settings > Pricebook > Services > Add Service > Code**. > **Note:** This report only includes Service tasks, and does not include information about Materials, Equipment, or Discounts and Fees items. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/customer-by-service-spend-history-report-guide-image-zlzonmhg.jpg?sv=2026-02-06&spr=https&st=2026-11-09T11%3A30%3A18Z&se=2026-11-09T12%3A30%3A18Z&sr=c&sp=r&sig=U2Kla7E3wyraPdb5AA%2BKSoWNMtGvwxeIjtvX7QNsyOg%3D) ### Sort by Sort by filters. This report can be sorted by customer name, location name, job number, invoice number, invoice subtotal, amount spent since task was used, invoice date, technician, or campaign. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/customer-by-service-spend-history-report-guide-image-zjilcx5d.jpg?sv=2026-02-06&spr=https&st=2026-11-09T11%3A30%3A18Z&se=2026-11-09T12%3A30%3A18Z&sr=c&sp=r&sig=U2Kla7E3wyraPdb5AA%2BKSoWNMtGvwxeIjtvX7QNsyOg%3D) ### Date Range Filter by date range. Use the *From* and *To* fields to set a custom date range. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/customer-by-service-spend-history-report-guide-image-7uljnh8g.jpg?sv=2026-02-06&spr=https&st=2026-11-09T11%3A30%3A18Z&se=2026-11-09T12%3A30%3A18Z&sr=c&sp=r&sig=U2Kla7E3wyraPdb5AA%2BKSoWNMtGvwxeIjtvX7QNsyOg%3D) ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/customer-by-service-spend-history-report-guide-image-g21ypzrq.jpg?sv=2026-02-06&spr=https&st=2026-11-09T11%3A30%3A18Z&se=2026-11-09T12%3A30%3A18Z&sr=c&sp=r&sig=U2Kla7E3wyraPdb5AA%2BKSoWNMtGvwxeIjtvX7QNsyOg%3D) ## View or download the report Click **Update** to view the report. The report can be downloaded in three different formats: - **Download PDF** - **Export to Excel (*.xlsx)** (click the dropdown arrow next to **Download PDF**) - **Export to Comma separated (*.csv)** (click the dropdown arrow next to **Download PDF**) ## Explanation of report columns This report provides an overview based on **Task** code and **Sort by** filters. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/customer-by-service-spend-history-report-guide-image-lzdjleqm.jpg?sv=2026-02-06&spr=https&st=2026-11-09T11%3A30%3A18Z&se=2026-11-09T12%3A30%3A18Z&sr=c&sp=r&sig=U2Kla7E3wyraPdb5AA%2BKSoWNMtGvwxeIjtvX7QNsyOg%3D) The report includes the following columns: | **Customer Name** | The *Bill To* customer on the invoice. | | --- | --- | | **Location Name** | The name of the *Service Location* on the invoice. | | **Job Number** | Job number on the invoice. | | **Invoice Number** | Invoice number. The invoice number is attached to a particular job. | | **Invoice Subtotal** | Invoice subtotal is the amount due on the invoice before taxes have been applied. | | **Task Code** | Task code name. This is the code entered in the Pricebook when adding a new service task. **Configuration - Task Code:** To set task codes, navigate to **Settings > Pricebook > Services > Add Service > Code.** | | --- | --- | | **Amount Spent since Task was Used** | The sum of invoice subtotals that were created after the invoice on which the task appears. **Calculation - Amount Spent since Task was Used:** [Subtotals from all jobs created after the job the task was used on] | | **Invoice Date** | This is the invoice date on the invoice. If the invoice date is blank or the job has not yet been completed, then this displays the date the job was created instead. | | **Technician** | Displays the first two technicians listed on the invoice, regardless of first assigned or Split percentage. | | **Campaign** | The advertised campaign attached to the job. **How to configure - Campaign:** To set campaigns, navigate to **Settings > Campaigns > Add Campaign**. **How to edit - Campaign:** To edit the job campaign, navigate to the Job page. Click the **pencil** icon and edit the Campaign field. When you're done, click **Save**. | A recurring service contract sold to customers that provides scheduled maintenance visits and priority service at a set monthly or annual price. **What it does:** Creates predictable recurring revenue, improves retention, and gives a steady base of scheduled work for the dispatch board. **Where to find it:** Follow Up › Recurring Service Events. **Also called:** Maintenance plan, Service contract **Tags:** Core [Learn more →](https://help.servicetitan.com/docs/grow-recurring-revenue-with-memberships-1) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) ServiceTitan's product and service catalog where all items, tasks, materials, and pricing are defined and maintained. **What it does:** Ensures pricing consistency across all technicians and CSRs and enables fast, accurate estimate and invoice generation. **Also called:** Price list, Service catalog **Tags:** Core [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) The core work record in ServiceTitan representing a service request, containing appointments, invoices, estimates, and notes. **What it does:** Acts as the operational and financial center of gravity for all work performed — everything is tied to a Job. **Also called:** Work order, Service ticket **Tags:** Core [Learn more →](https://help.servicetitan.com/docs/servicetitan-glossary) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) The finalized billing document sent to a customer after work is completed, generated from job records in ServiceTitan. **What it does:** Records all work performed and charges for accurate payment collection, financial reporting, and accounting integration. **Also called:** Bill, Work order invoice **Tags:** Core [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) Split determines how much credit each technician is getting for the job. For example: If two technicians perform work on a job, the split could be an even 50%-50%, or it could be 75%-25% if the first technician did a bulk of the work. By default 100% of the technician split will go to the first technician assigned to the job. [Learn more →](https://help.servicetitan.com/docs/servicetitan-glossary) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)