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.
Filter by membership type. This report can be run by a single membership type or all membership types.
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.
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:
Bill To customer on the invoice.
Residential or commercial customer type.
Type of membership attached to the service location.
Billing street address that matches the address for the credit card that is being used for billing purposes.
Billing city that matches the address for the credit card that is being used for billing purposes.
Billing state that matches the address for the credit card that is being used for billing purposes.
(Report columns continued)
Billing zip code that matches the address for the credit card that is being used for billing purposes.
Service location street address that the membership is attached to.
Service location city that the membership is attached to.
Service location state that the membership is attached to.
Service location zip code that the membership is attached to.
Customer email address.
(Report columns continued)
Customer landline phone number.
Customer mobile phone number.
Start date of membership.
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]
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.