--- title: "Membership Summary report template" slug: "membership-summary-report-template" updated: 2026-10-15T01:20:11Z published: 2026-10-15T01:20:11Z canonical: "help.servicetitan.com/membership-summary-report-template" --- > ## 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. # Membership Summary report template ## Overview The Membership Summary template reports on membership activity over a given date range. Each line in the report represents an active Membership type. Example Membership Summary reports: - Run reports on which memberships sell best for each quarter - Schedule a report of recently canceled memberships to follow up on ## --- ### #### Who uses this feature - Administrators and managers - Primarily for Residential Service and Residential Construction business types. #### Feature configuration - The ability to create custom reports is dependent on your [ServiceTitan Package](https://www.servicetitan.com/pricing). For custom reports access, please contact your Customer Success Manager. ## Things to know - Membership Summary reports only cover active membership types. If you have current memberships based on a deactivated membership type, they are not included in report results. To include memberships based on an inactive membership type, [reactivate the membership type](/v1/docs/deactivate-or-reactivate-a-membership-type#reactivate-a-membership-type). - Click an entry in the report and click **Expand** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-keyboard-arrow-right.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A41%3A37Z&se=2026-10-31T02%3A41%3A37Z&sr=c&sp=r&sig=T%2B3YkMdqE3d5DuSpCP4e7YUoOiYG%2BIFHaGgmVm%2Fp%2FIM%3D) to view details of individual memberships. > [!TIP] > **Tip:** To open a membership record, click the corresponding invoice number to open the invoice in a new tab and then click **View Membership**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/membership-summary-report-template-image-xqsh39nl.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A41%3A37Z&se=2026-10-31T02%3A41%3A37Z&sr=c&sp=r&sig=T%2B3YkMdqE3d5DuSpCP4e7YUoOiYG%2BIFHaGgmVm%2Fp%2FIM%3D) - The report includes membership status changes that occur within the report date range. For example, you can report on the number of memberships that were canceled in the past year. You can view the exact date of a status change in the *Membership Status History* section of the membership record. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/membership-summary-report-template-image-1la66mbl.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A41%3A37Z&se=2026-10-31T02%3A41%3A37Z&sr=c&sp=r&sig=T%2B3YkMdqE3d5DuSpCP4e7YUoOiYG%2BIFHaGgmVm%2Fp%2FIM%3D) - If you’re unsure which columns you want to include in your report, use the [Reporting Dictionary](/v1/docs/reporting-dictionary) to search for appropriate data fields. ## Create a Membership Summary report Follow the steps to [create a custom report](/construction/docs/create-custom-reports) based on the Membership Summary template and select the columns to include in your report: - **Name:** Name of the membership type - **Active Type:** Whether or not the membership type is currently active - **Active At Start:** Count of active memberships at the beginning of the report date range - **Suspended:** Count of memberships suspended during the report date range - **Canceled:** Count of memberships canceled during the report date range - **Expired:** Count of memberships that expired during the report date range - **Deleted:** Count of memberships deleted during the report date range - **Renewed:** Count of memberships renewed during the report date range - **Reactivated:** Count of memberships reactivated during the report date range - **New Sales:** Count of new memberships sold during the report date range - **Manual:** Count of memberships created from the office using the *Add Membership* button during the report date range > **Note:** The *Add Membership* button is no longer available. This column is used for historic reporting. - **Active At End:** Count of active memberships at the end of the report date range - **Amount Billed:** Amount billed to date on the membership type - **Membership Total Revenue:** Total amount of revenue for the membership type > [!TIP] > **Tip**: You can hover over any of the column labels to see a description of the column data. Deselect a column to omit it from your report. Run a report Before running the report, set filters to narrow your results: 1. Click the **From - To** field to set date filters. 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=2026-10-31T01%3A41%3A37Z&se=2026-10-31T02%3A41%3A37Z&sr=c&sp=r&sig=T%2B3YkMdqE3d5DuSpCP4e7YUoOiYG%2BIFHaGgmVm%2Fp%2FIM%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. 2. Click **Run Report**. ## Drill Down in Membership Summary report You can drill down in the Membership Summary Report to get historic insight into your memberships. 1. Click an underlined entry you want to drill down into. For example, click an entry in the *Active at Start* column. The entry is highlighted. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/membership-summary-report-template-image-gz26qghj.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A41%3A37Z&se=2026-10-31T02%3A41%3A37Z&sr=c&sp=r&sig=T%2B3YkMdqE3d5DuSpCP4e7YUoOiYG%2BIFHaGgmVm%2Fp%2FIM%3D) 2. In the highlighted entry, click **Expand** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-keyboard-arrow-right.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A41%3A37Z&se=2026-10-31T02%3A41%3A37Z&sr=c&sp=r&sig=T%2B3YkMdqE3d5DuSpCP4e7YUoOiYG%2BIFHaGgmVm%2Fp%2FIM%3D). A table opens in the report showing details for that entry including the following: 3. **Customer Membership ID:** Membership ID. Click on the *Membership ID* link to open the customer’s membership record in a new tab 4. **Membership Type:** Type of membership 5. **Business Unit:** Business Unit this membership belongs to 6. **Customer Name:** Name of the customer. Click on the *Customer Name* link to open the Customer Record in a new tab 7. **Location Address:** Service location covered under the membership 8. **Invoice #:** Invoice number for this membership. Click on the *Invoice #* link to open the invoice record in a new tab 9. **Sale Type:** Type of sale for the membership. Click on the *Sale Type* link to open the customer’s membership record in a new tab 10. **Sold By:** Name of the employee who sold the membership 11. **Status Change As Of Date:** Date the membership entered into the status it is listed under on this report ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/membership-summary-report-template-image-uqtp4fox.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A41%3A37Z&se=2026-10-31T02%3A41%3A37Z&sr=c&sp=r&sig=T%2B3YkMdqE3d5DuSpCP4e7YUoOiYG%2BIFHaGgmVm%2Fp%2FIM%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) The template used to set up a membership for a customer. It includes recurring service types, tags, pricing, accounting details, and duration and billing details. [Learn more →](https://help.servicetitan.com/docs/memberships-glossary) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) 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) The top-level account in ServiceTitan representing a property owner or account holder, containing all locations, jobs, and history. **What it does:** Serves as the single source of truth for all customer interactions, history, and financial data. **Also called:** Customer account, Client record **Tags:** Core [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)