---
title: "Create custom report to view average revenue from members"
slug: "create-custom-report-to-view-average-revenue-from-members"
updated: 2026-10-15T01:19:49Z
published: 2026-10-15T01:19:49Z
canonical: "help.servicetitan.com/create-custom-report-to-view-average-revenue-from-members"
---

> ## 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.

# Create custom report to view average revenue from members

## Overview

In ServiceTitan, you can create a custom report to view the average revenue of your members. You can set up the key performance indicators (KPI) needed and also export your report to Excel.

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#### Who uses this feature

- Administrators and office employees

## Things to know

- You should enable the *Create and Edit Reports - Advanced Reporting* configuration. Otherwise, you can’t view the *Customer ID* and *Completed Revenue in Period* KPIs. To enable this configuration, contact your success or implementation manager.
- This report will only show the revenue of jobs completed during the time your customers were active members.
- To get the average revenue, you should export the report to Excel and average out the **Completed Revenue in Period** column.

## Create a custom report

1. Go to the navigation bar and click **Reports**.
2. Click **Create Report**.
3. In **Choose a report type**, select *Memberships*. In the **Report Template**, select *Customer Memberships*.
4. Select the following KPIs: *Customer ID* and *Completed Revenue in Period*.
5. Click **Next**.
6. Enter information in the **Name**, **Category**, and **Description** fields*.*
7. Select which teammates can view and edit your report.

> [!NOTE]
> **Note:** If you select **Share this report for view/edit with all other users whose permission allows them to view/edit this type of report**, your report will be shared with employees who have been given permission to see reports in that report category and report template.
8. Click **Save**.
9. In your report screen, fill in the report fields accordingly with the information you want to filter your report by.
10. Click **Run Report**.

## Export to Excel

1. In the report screen, from the **Export** dropdown, select *Export to XLSX*.
2. In Excel, select the entire **Completed Revenue in Period** column.
3. In the top right of the task bar, click the **AutoSum** dropdown and select *Average*. Your average revenue from members will be the last line in the **Completed Revenue in Period** column.

## Want to learn more?

- Visit [Create custom reports](/construction/docs/create-custom-reports).
- See [Run, filter, and export reports](/construction/docs/run-filter-and-export-reports).

When sold, a customer membership is configured from the membership type. You add customer-specific details like billing information, service location, and recurring services.

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