---
title: "Service Agreements Activated Last Month report"
slug: "service-agreements-activated-last-month-report-1"
updated: 2026-03-27T18:05:13Z
published: 2026-03-27T18:05:13Z
---

> ## 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 Activated Last Month report

## Overview

The Service Agreements Activated Last Month report provides a view of the number of agreements sold and activated during the previous month. It also offers an estimated look into the profitability of these agreements.

---

### 

#### Who uses this feature

- Administrators, project managers
- Primarily for Commercial Service business types

#### Feature configuration

- Account configuration is required to use this feature. Please contact Technical Support for details.

## Things to know

- This report is built to show agreements activated during the last 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](/v1/docs/reporting-dictionary) to search for appropriate data fields.

## Benefits of using this report

- **Performance tracking:** Use this report to track the number of service agreements sold and activated each month, helping you to assess sales team performance and identify trends in customer adoption
- **Profitability analysis:** Use this report to understand the potential profitability of your activated service agreements. This can inform pricing strategies, service offerings, and resource allocation.

## Run report

The Service Agreements Activated Last 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 Activated Last Month**, then click the report card. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/service-agreements-activated-last-month-report-image-u08lpski.png)

### Filter the report

This report has the following filters automatically set:

- **Status:** The report is configured to display only agreements in the *Activated*status.
- **Filter By:** The report filters based on the *Agreement Status Change Date*.
- **From - To:**The report displays the previous 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 Activated Last Month report includes the following columns:

- **ID:** Unique ID for the service agreement
- **Name:**Name of the service agreement
- **Status:** Status of the service agreement. Includes *Draft, Sent, Rejected, Accepted, Activated*
- **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
- **Duration Length (Months):**Duration of the service agreement in months
- **End Date:**End date of the service agreement
- **Auto-renew:** Whether auto-renew is set to *Enabled*or *Disabled*for the service agreement
- **Billing Schedule:**The Billing Schedule set for the agreement
- **Account Manager:**The name of the Account Manager listed on the service agreement
- **Created By Method:**How the service agreement was created
- **Status As Of:** The last status this service agreement was in on the day selected in the *Status As Of* filter. If the *Status As Of* filter is blank, data will not return to this column.

> [!TIP]
> **Tip:** Click **Edit Columns**to add and remove columns. You can [arrange report columns and apply filters](/v1/docs/run-report#filter-and-arrange-a-report) for further customization.

## 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)