---
title: "Booked Inspection Legacy Report"
slug: "booked-inspection-legacy-report"
updated: 2026-10-15T01:21:26Z
published: 2026-10-15T01:21:26Z
canonical: "help.servicetitan.com/booked-inspection-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.

# Booked Inspection Legacy Report

## Overview

The Booked Inspection Report provides a breakdown of customer service representative (CSR) activity for Recurring services. The report also gives revenue totals for recurring services and leads generated from recurring service jobs. Data in this report is based on booked inspections created within the report date range.

---

### 

#### Who uses this feature

- Managers and administrators

## Things to know

- Use this report to view the number of outbound calls made through upcoming Recurring service events, number of booked inspections (booked jobs for recurring services), number of inbound calls booked (inbound calls for which a job was booked for a recurring service), revenue from recurring services, and revenue from leads generated on recurring service jobs.
- To automatically receive the Booked Inspection Report regularly, click Schedule next to the name of the report. See Schedule reports.

## Run the report

1. Click **Reports** in the main navigation menu.
2. On the *Reports* screen that opens, click **Legacy Reports**.
3. In the *Search* field, search for Booked Inspection.
4. Click the report name. Then you will be able to set filters and run the report.
5. Filter the report by choosing dates in the From and To fields. This date range corresponds to the day the CSR received the call. Optionally, click **Download PDF** to download a PDF of the report or click the dropdown arrow to select CSV, XLSX, or long-running XLSX formats.
6. Click **Update.**

## Report columns

The following Key Performance Indicators (KPI) measure CSR activity specific to recurring services.

![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/booked-inspection-report-guide-image-03i554s6.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A43%3A02Z&se=2026-10-31T02%3A43%3A02Z&sr=c&sp=r&sig=nNzToewJh7ZnDWNnVATlwOgW5o5b5SSvZjFitVWvScM%3D)

| **Outbound Calls** | Total number of outbound calls made through upcoming recurring service events. To view the number of outbound calls made through upcoming recurring service events, go to the navigation bar and click **Follow Up** > **Recurring Service Events**. Calculation - Outbound Calls: [Sum of outbound calls dialed from the recurring event page] |
| --- | --- |
| **Booked Inspections** | Total number of booked inspections. Booked inspections are recurring service jobs booked from outbound calls. Booked inspections include jobs booked without a lead. To be tracked in this report, the outbound call must be dialed by clicking **Call the Customer** on the recurring event page. Calculation - Outbound Calls: [Sum of outbound calls dialed from the recurring event page] |
| **Conversion Rate** | Booked inspection conversion rate. This is the percentage of booked inspections from outbound calls dialed from the event page out of the total number of outbound calls dialed from the event page. Calculation - Conversion Rate: [Total number of booked inspections from outbound calls] / [Total number of outbound calls] *100 |
| **Inbound Calls Booked** | Total number of recurring service jobs booked from inbound calls. Calculation - Inbound Calls Booked: [Sum of inbound calls which resulted in a booked event] |
| **Rev from Rec Service** | Total revenue from recurring services. This is the subtotal on the invoice from the booked inspection (recurring service job). Calculation - Rev from Rec Service: [Sum of invoice subtotals for booked inspections] Trigger: Job completed |
| **Rev from Lead Job** | Total revenue from leads generated on recurring service jobs. This is the subtotal on the invoice from leads generated from recurring services. Calculation - Rev from Lead Job: [Sum of invoice subtotals for recurring service leads] Trigger: Job completed |

## Want to learn more?

- See [Reports landing page](/construction/docs/reports-home)

The package of service visits included with a membership. When you sell a membership, recurring services are attached to the customer service location with details including start dates, service recurrence, and preferred technician. These details are used to create recurring service events.

[Learn more →](https://help.servicetitan.com/docs/memberships-glossary) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)

Recurring service events appear in Follow Ups where they can be booked into jobs. They are scheduled based on the frequency details of a service location's recurring services. The recurring service event includes details from the recurring service to help job booking.

[Learn more →](https://help.servicetitan.com/docs/memberships-glossary) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)