--- title: "Service Agreements Auto-Renewing This Month report" slug: "service-agreements-auto-renewing-this-month-report" updated: 2026-10-15T01:27:09Z published: 2026-10-15T01:27:09Z canonical: "help.servicetitan.com/service-agreements-auto-renewing-this-month-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. # Service Agreements Auto-Renewing This Month report ## Overview The Service Agreements Auto-Renewing This Month report provides a view of the service agreements that are set to automatically renew in the current month. This report helps you monitor and manage upcoming auto-renewals, including details like agreement ID, customer name, total price, and estimated gross margin, and helps you efficiently track and oversee service agreements. --- ### ****Who uses this feature**** - Administrators, project managers - Primarily benefits Commercial Service and Replacement and Commercial Construction business types - Applies to all trades ****Feature configuration**** - Account configuration is required to use this feature. Please contact [Technical Support](http://go.servicetitan.com/ask) for details. ## Things to know - This report is built to show agreements auto-renewing during the current month, however you can reset the filters to change the report results if needed. - If you have access to custom reporting, you can edit the report columns to display additional information. Click **Edit Report** to add or remove columns. If you're unsure which columns you want to include in your report, use the [Reporting Dictionary](/construction/docs/learn-about-report-data-fields-in-the-reporting-dictionary-2) to search for appropriate data fields. ## Benefits of using this report - **Proactive renewal management:** You can identify all service agreements set to auto-renew within the current month. This allows you to proactively communicate with customers, address any potential changes or cancellations, and ensure a smooth renewal process, preventing unexpected service interruptions or revenue loss. - **Revenue forecasting and planning:** By viewing the total agreement price and estimated gross margin of auto-renewing agreements, you can gain insights into upcoming revenue. This data assists in financial forecasting, resource allocation, and strategic planning. - **Customer relationship management:** The report provides customer names and location details for auto-renewing agreements. This lets you tailor communication and service offerings based on specific customer needs, improving customer satisfaction and retention. ## Run report The Service Agreements Auto-renewing This Month report is a built-in report that's available to run without any required setup. #### Locate the report 1. Go to the navigation bar and click **Reports**. 2. In the *Search* field, enter *Service Agreements Auto-renewing This Month,* then click the report card. ![service agreements set to auto-renew this month](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/service-agreements-auto-renewing-this-month-report-image-vsajhfi3.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A38%3A43Z&se=2026-10-31T03%3A38%3A43Z&sr=c&sp=r&sig=2d8a0t8mV0ZexMZabk9NCgo8kPQd4XbhAH1%2FoP9nZzg%3D) #### Filter the report This report has the following filters automatically set: - **Status:** The report is configured to display only agreements in the *Activated* and *Auto-renew* statuses. - **Filter By:** The report filters based on the *Agreement Start/End Date*. - **From - To:** The report displays the current month. - **Deferred Revenue Export Status:** The report filters for all export statuses of invoices with deferred revenue. You can set additional filters to help narrow down your report results: - Use the **Business Unit** field to select the job business units (BUs) you want to report on. You can select one or multiple BUs. By default, this filters for all BUs. - Use the **Account Manager** field to select the Account Manager assigned to the agreement. - Use the **Deferred Revenue As of Date** to set the date you want the deferred revenue for invoices calculated on before. When you're finished setting filters, click **Run Report**. ## Read report results Your report results display in a table based on the filters you set. By default, the Service Agreements Auto-renewing This Month report includes the following columns: - **ID:** Unique ID for the service agreement - **Name:** Name of the service agreement - **Customer Name:** Name of the customer on the service agreement - **Location Names:** Name of the location(s) on the service agreement - **Total Agreement Price:** Total price of the service agreement - **Gross Margin $ (Estimated):** The estimated profitability of the service agreement in dollars - **Gross Margin % (Estimated):** The estimated profitability of the service agreement as a percentage - **Start Date:** Start date of the service agreement - **End Date:** End date of the service agreement - **Duration Length (Months):** Duration of the service agreement in months - **Auto-renew:** Whether auto-renew is set to *Enabled* or *Disabled* for the service agreement - **Billing Schedule:** The Billing Schedule set for the agreement - **Created On:** The date the agreement was created - **Created By:** The name of the employee who created the agreement - **Created By Method:** How the service agreement was created > [!TIP] > **Tip:** Click **Edit Columns** to add and remove columns. You can [arrange report columns and apply filters](/construction/docs/run-filter-and-export-reports#filter-and-arrange-a-report) for further customization. ## Want to learn more? - See [Service Agreement Management overview](/construction/docs/service-agreement-management-overview) - See [Change a service agreement status](/construction/docs/change-a-service-agreement-status) - See [Run, filter, and export reports](/construction/docs/run-filter-and-export-reports) - See [Schedule reports](/construction/docs/schedule-reports)