---
title: "Recurring Event Completion Legacy Report"
slug: "recurring-event-completion-report-guide-1"
updated: 2026-03-27T20:56:18Z
published: 2026-03-27T20:56:18Z
---

> ## 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.

# Recurring Event Completion Legacy Report

## Overview

This report will help you track recurring services and which recurring services have been completed. The Office Manager can use this report to see a customer list of each membership type, and how many recurring services have yet to be completed for that membership type.

## Common uses for this report:

- Use this report to view the customer name, membership type, total number of recurring service events, number of completed recurring services, number of dismissed recurring services, and other data.

## How to find this report:

Click **Reports** **>** Search *Recurring Event Completion*> Click the report name. Then you will be able to set filters and run the report.

![Reports section with a search bar for finding specific report names.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/recurring-event-completion-report-guide-image-22dvzm6w.png)

## 

> [!TIP]
> **Tip:** You can also schedule the report by clicking **Schedule** next to the report name

## Report filters

![Form for generating a recurring event completion report with various filter options.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/recurring-event-completion-report-guide-image-jixz7s3i.png)

### Membership Type

Filter by membership type. This report can be run by a single membership type or all membership types.

![Dropdown menu for selecting membership type labeled 'All' in a user interface.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/recurring-event-completion-report-guide-image-qloqw275.png)

### Membership Status

Filter by membership status. This report can be run by a single membership status or all membership statuses.

![Dropdown menu showing membership status options for user selection.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/recurring-event-completion-report-guide-image-zc2tt0ew.png)

### Recurring Service Type

Filter by recurring service type. This report can be run by a single recurring service type or all recurring service types.

![Dropdown menu for selecting recurring service type labeled as 'All'.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/recurring-event-completion-report-guide-image-73rv1o5z.png)

### Date Range

Filter by date range. Use the *From* and *To* fields to set a custom date range.

![Date range selection from November 5, 2017, to November 11, 2017.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/recurring-event-completion-report-guide-image-24vbw6oy.png)

## View or download the report

Click **Search** to view the report.

![A green button featuring a search icon and a dropdown arrow for options.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/recurring-event-completion-report-guide-image-6j8o7mya.png)

The report can be downloaded in two different formats:

- **Export to Excel (*.xlsx)** (click the dropdown arrow)
- **Export to Comma separated (*.csv)** (click the dropdown arrow) ![Options to export data in Excel or CSV formats are displayed in the menu.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/recurring-event-completion-report-guide-image-hly3mlud.png)
- Click **Clear** to reset the report filters.

## Explanation of report columns

The report includes the following columns:

| **Columns** | **Description** |
| --- | --- |
| Customer Name | *Bill To* customer on the invoice. |
| Customer Type | Residential or commercial customer type. |
| Membership Type | Type of membership attached to the service location. |
| Billing Street | Billing street address that matches the address for the credit card that is being used for billing purposes. |
| Billing City | Billing city that matches the address for the credit card that is being used for billing purposes. |
| Billing State | Billing state that matches the address for the credit card that is being used for billing purposes. |
| Billing Zip | Billing zip code that matches the address for the credit card that is being used for billing purposes. |
| Location Street | Service location street address that the membership is attached to. |
| Location City | Service location city that the membership is attached to. |
| Location State | Service location state that the membership is attached to. |
| Location Zip | Service location zip code that the membership is attached to. |
| Email | Customer email address. |
| Landline | Customer landline phone number. |
| Mobile | Customer mobile phone number. |
| Member From | Start date of membership. |
| Member To | End date of membership. |
| # of Services | Total number of recurring service events. Calculation - # of Services: [Sum of recurring services] |
| # of Services Completed | Total number of completed recurring service events. Calculation - # of Services Completed: [Sum of completed recurring services] |
| Dismissed | Total number of dismissed recurring service events. Calculation - Dismissed: [Sum of dismissed recurring services] |