Service Titan Knowledge Base

Recurring Event Completion Report GuideLast updated on 09/09/2022


Purpose of the Recurring Event Completion Report:

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.


Report filters

Membership Type

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

Membership Status

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

Recurring Service Type

Filter by recurring service type. This report can be run by a single recurring service type or all recurring service 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 Search to view the report.

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)

    Click Clear to reset the report filters.


Explanation of report columns

The report includes the following columns:

(Report columns)

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.

(Report columns continued)

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.

(Report columns continued)

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]



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