Service Titan Knowledge Base

New Member Report GuideLast updated on 09/09/2022

Purpose of the New Member Report:

This report provides you with a list of new members.


Common uses for this report:

  • Use this report to view customers or service locations with new memberships.


How to find this report:

Click Reports > Search New Member > Click the report name. Then you will be able to set filters and run the report.


Report filters

Customer Type

Filter by customer type. This report can be run by residential, commercial, or all customer types.

Membership Status

Filter by membership status. This report can be run by active, suspended, expired, canceled, deleted, or all membership statuses.

Type

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

Date Range

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


View or download the report

Click Update to view the report.

The report can be downloaded in three different formats:

  • Download PDF

  • Export to Excel (*.xlsx) (click the dropdown arrow next to Download PDF)

  • Export to Comma separated (*.csv) (click the dropdown arrow next to Download PDF)


Explanation of report columns

The report includes the following columns:

Customer

Customer name. This is the Bill To customer name on the invoice.

Customer Type

Residential or commercial customer type.

Membership Type

Type of membership attached to the service location.

Phones

Customer phone number.

Service Phones

Service location phone number.

Email

Customer email address.

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.

Service Street

Service location street address that the membership is attached to.

Service City

Service location city that the membership is attached to.

Service State

Service location state that the membership is attached to.

Service Zip

Service location zip code that the membership is attached to.

Member From

Start date of membership.

Member To

End date of membership.



Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.