--- title: "Recurring Event Completion legacy report" slug: "recurring-event-completion-report-guide-1" updated: 2026-07-11T15:53:06Z published: 2026-07-11T15:53:06Z canonical: "help.servicetitan.com/recurring-event-completion-report-guide-1" stale: true --- > ## 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] | The package of service visits included with a membership. When you sell a membership, recurring services are attached to the customer service location with details including start dates, service recurrence, and preferred technician. These details are used to create recurring service events. [Learn more →](https://help.servicetitan.com/docs/memberships-glossary) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) 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) Recurring service events appear in Follow Ups where they can be booked into jobs. They are scheduled based on the frequency details of a service location's recurring services. The recurring service event includes details from the recurring service to help job booking. [Learn more →](https://help.servicetitan.com/docs/memberships-glossary) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) The template used to set up recurring services for a service location. It includes details to help book recurring service events into jobs including job type, business unit, recurrence type, and duration type. [Learn more →](https://help.servicetitan.com/docs/memberships-glossary) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)