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)
(Report columns continued)
(Report columns continued)
Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.
Disclaimer: Information provided in this article is for informational purposes only and it should not be construed to be legal advice. Information provided in this article may also not constitute the most up-to-date legal or other information. You should not act or refrain from acting on the basis of any information in this article to meet any compliance requirements without seeking independent legal or other professional advice.