--- title: "New Customers report" slug: "new-customers-report" updated: 2026-10-15T01:19:09Z published: 2026-10-15T01:19:09Z canonical: "help.servicetitan.com/new-customers-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. # New Customers report ## Overview The built-in New Customers report shows you recently acquired customers including contact information, membership status, campaign details, and last job completed. Example New Customers reports: - Follow up on new customers without a completed job - Generate marketing lists for new customer promotions - Schedule email delivery of the report to see which campaigns attract new customers --- ### #### Who uses this feature - Office employees ## Things to know - The Business Unit filter applies to job-related data, not customer profiles. Customers are not assigned to business units, but their jobs are. To see customers by business unit, create a custom report based on the [Jobs template](/construction/docs/jobs-report-template). - If the report shows unexpected customer counts, double check the filters. The **From - To** filter looks for all customer profiles created within the selected range. Verify that you're selecting the appropriate date range to see all customer profiles created within that range. - If the report isn't appearing in your report list, double check your [report permissions](/construction/docs/set-reporting-permissions). An administrator at your company may need to share the report with you. ## Run the report 1. Go to the navigation bar and click **Reports**. 2. Click the **New Customers** report. > [!TIP] > **Tip:** In the search field, enter a few letters from the report title for quick access. The report opens. 3. Click the **From - To** field to select a date range to report on. The report filters for all customers whose profiles were created within the date range. 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%3A42%3A11Z&se=2026-10-31T01%3A42%3A11Z&sr=c&sp=r&sig=qpH42sULtLeDTIIc8FJRsehXsp%2F2DFysV3sZiyFHMic%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%3A42%3A11Z&se=2026-10-31T01%3A42%3A11Z&sr=c&sp=r&sig=qpH42sULtLeDTIIc8FJRsehXsp%2F2DFysV3sZiyFHMic%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%3A42%3A11Z&se=2026-10-31T01%3A42%3A11Z&sr=c&sp=r&sig=qpH42sULtLeDTIIc8FJRsehXsp%2F2DFysV3sZiyFHMic%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%3A42%3A11Z&se=2026-10-31T01%3A42%3A11Z&sr=c&sp=r&sig=qpH42sULtLeDTIIc8FJRsehXsp%2F2DFysV3sZiyFHMic%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%3A42%3A11Z&se=2026-10-31T01%3A42%3A11Z&sr=c&sp=r&sig=qpH42sULtLeDTIIc8FJRsehXsp%2F2DFysV3sZiyFHMic%3D)* 5. To include inactive customers, select **Show Inactive Customers**. 6. When you're finished setting filters, click **Run Report**. ## Read report results The New Customers report is ordered by *Created On* date. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/new-customers-report-image-a1rx09qi.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A11Z&se=2026-10-31T01%3A42%3A11Z&sr=c&sp=r&sig=qpH42sULtLeDTIIc8FJRsehXsp%2F2DFysV3sZiyFHMic%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 - **Created On**: Date the customer profile was created - **New or Existing**: When the customer profile was created: - **New**: Profile was created within the date filter range - **Existing**: Profile was created before the date filter range - **Future**: Profile was created after the date filter range > [!NOTE] > **Note:** By default, the report filters for New customers. - **Email**: Email address of the customer - **Phone Number**: Phone number of the customer - **Street Address, City, State, and Zip Code**: Billing address of the customer - **Type**: *Residential* or *Commercial* customer type - **Member Status**: Indicates if the customer has at least one active membership - **Member From**: The earliest start date of any of the customer’s memberships - **Member To**: The latest expiration date of any of the customer’s active memberships - **Original Campaign**: Campaign assigned to the customer’s first completed job - **Last Job Completed**: Date of the last completed job - **Customer Tags**: Any tags attached to the customer profile - **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 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/new-customers-report-image-w36zdmdo.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A11Z&se=2026-10-31T01%3A42%3A11Z&sr=c&sp=r&sig=qpH42sULtLeDTIIc8FJRsehXsp%2F2DFysV3sZiyFHMic%3D) You can also [schedule the report](/construction/docs/schedule-reports) to be sent at regular intervals to deliver up-to-date information to the people who need it. ## Want to learn more? - See [Create custom reports](/construction/docs/create-custom-reports) - See [Schedule reports](/construction/docs/schedule-reports)