--- title: "Customer List report" slug: "customer-list-report" updated: 2026-10-15T01:19:07Z published: 2026-10-15T01:19:07Z canonical: "help.servicetitan.com/customer-list-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 List report ## Overview The built-in Customer List report lists all your customers including contact information, plus lifetime revenue, job, and invoice details. Example Customer List reports: - Create a mailing list of all active customers - Research top customers based on lifetime revenue --- ### #### Who uses this feature - Office employees ## ## Run the report 1. Go to the navigation bar and click **Reports**. 2. Click the **Customer List** report. > [!TIP] > **Tip:** In the search field, enter a few letters from the report title for quick access. > > ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/customer-list-report-image-tu2ql2ir.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A41%3A45Z&se=2026-10-31T01%3A41%3A45Z&sr=c&sp=r&sig=dqDLx%2BgoKoG9aj8kjJC0yLGxtAuvkNCSjXGrCloRIlc%3D) The report opens. 3. Click the **From - To** field to select a date range to report on. You can: - Use the calendar to select a specific date range and then click **Apply**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/date-picker.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A41%3A45Z&se=2026-10-31T01%3A41%3A45Z&sr=c&sp=r&sig=dqDLx%2BgoKoG9aj8kjJC0yLGxtAuvkNCSjXGrCloRIlc%3D) - Use the left menu to select a preset date range: - **Today:** From 12:00 AM to the current time. - **Yesterday:** Previous day, from 12:00 AM to 11:59 PM. - **This Week:** From Monday through Sunday of the current week. - **Week to Date:** From Monday through the current date of the current week. - **Last 7 Days:** Previous seven days, including today. - **Last 14 Days:** Previous 14 days, including today. - **Last 30 Days:** Previous 30 days, including today. - **Month to Date:** From the first of the current month to the current day. - **Last Month:** Entire month before the current month. For example, if the date is February 5, the entire month of January. - **Last 90 Days:** Previous 90 days, including today. - **This Quarter:** Current quarter, including future dates. For example, if the date is April 25, from April 1 - June 30. - **Last Quarter:** Entire quarter before the current quarter. For example, if the date is April 25, from January 1 - March 31. - **Quarter to Date:** From the first day of the current quarter to the current day. - **Year to Date:** From January 1 of the current year to the current day. - **Last 365 Days:** Previous 365 days, including today. - **Last Year:** From January 1 of the previous year to December 31. 4. From the **Business Unit** dropdown, select the business units (BUs) you want to report on. By default, the report runs for all BUs. You can filter your report by business units or business unit categories: - Click the dropdown to select individual BUs. ![Dropdown menu showing selected business units including HVAC options and plumbing services.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/bu-filter.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A41%3A45Z&se=2026-10-31T01%3A41%3A45Z&sr=c&sp=r&sig=dqDLx%2BgoKoG9aj8kjJC0yLGxtAuvkNCSjXGrCloRIlc%3D) - To report on BU categories such as trade or division, click **Filter** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-filter-alt.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A41%3A45Z&se=2026-10-31T01%3A41%3A45Z&sr=c&sp=r&sig=dqDLx%2BgoKoG9aj8kjJC0yLGxtAuvkNCSjXGrCloRIlc%3D), select the BU categories you want to include, and click **Filter**. ![Filter options for Business Unit including Trade and Division selections.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/bu-category-filter.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A41%3A45Z&se=2026-10-31T01%3A41%3A45Z&sr=c&sp=r&sig=dqDLx%2BgoKoG9aj8kjJC0yLGxtAuvkNCSjXGrCloRIlc%3D) > **Note:** How BU filters are applied depends on the key performance indicator (KPI). Hover over a column header for details. *![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/new-customers-report-image-zalqx68l.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A41%3A45Z&se=2026-10-31T01%3A41%3A45Z&sr=c&sp=r&sig=dqDLx%2BgoKoG9aj8kjJC0yLGxtAuvkNCSjXGrCloRIlc%3D)* > **Note:** By default, the report displays all active customers. How BU filters are applied depends on the key performance indicator (KPI). Hover over a column header for details. *![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/customer-list-report-image-euuwq2w9.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A41%3A45Z&se=2026-10-31T01%3A41%3A45Z&sr=c&sp=r&sig=dqDLx%2BgoKoG9aj8kjJC0yLGxtAuvkNCSjXGrCloRIlc%3D)* 5. To include inactive customers, select **Show Inactive Customers**. 6. When you're finished setting filters, click **Run Report**. ## Read report results The report results are ordered by *Last Job Completed*. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/customer-list-report-image-o7olpjdc.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A41%3A45Z&se=2026-10-31T01%3A41%3A45Z&sr=c&sp=r&sig=dqDLx%2BgoKoG9aj8kjJC0yLGxtAuvkNCSjXGrCloRIlc%3D) The report includes the following columns: - **Customer ID**: Unique identifier assigned to each customer. Click to open the corresponding customer profile in a new tab. - **Customer Name**: Name of the customer - **Type**: *Residential* or *Commercial* customer type - **Phone Number**: Phone number of the customer - **Email**: Email address of the customer - **Full Address**: Billing address of the customer - **Do Not Mail**: Customers marked as *Do Not Mail* have opted out of receiving email and text notifications - **Do Not Service**: Customers marked as *Do Not Service* cannot have jobs booked with them - **Customer Tags**: Any tags attached to the customer profile - **Last Job Completed**: Date of the last completed job - **Lifetime Revenue**: Sum of income items on all job invoices. BU filter applies to invoice items. Date filters do not apply. - **Lifetime Jobs Completed**: Count of all completed jobs. Date filters do not apply. - **Lifetime Invoices**: Count of all invoices. Date filters do not apply. > **Note:** After you run a report, click the **Export** dropdown and select **Export to PDF** or **Export to XLSX** to download an exported copy of the report to use in other applications. > > ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/customer-list-report-image-ogm8ggai.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A41%3A45Z&se=2026-10-31T01%3A41%3A45Z&sr=c&sp=r&sig=dqDLx%2BgoKoG9aj8kjJC0yLGxtAuvkNCSjXGrCloRIlc%3D) Want to learn more? - See [Edit custom reports](/v1/docs/edit-custom-reports) - See [Run, filter, and export reports](/v1/docs/run-report) - See [Schedule reports](/v1/docs/schedule-reports)