---
title: "Export results to Excel from the Follow Up tab"
slug: "export-results-to-excel-from-the-follow-up-tab"
tags: ["Area - Memberships", "Focus - Service Replacement", "Role - Admin", "Role - CSR Dispatch", "Type - Residential"]
updated: 2026-10-16T01:16:49Z
published: 2026-10-16T01:16:49Z
canonical: "help.servicetitan.com/export-results-to-excel-from-the-follow-up-tab"
---

> ## 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.

# Export results to Excel from the Follow Up tab

## Problem

You are not able to export Recurring service events to Excel from the *Recurring Service Events* section of the *Follow Up* tab.

## Solution

To export recurring service events from the *Follow Up* tab to Excel, you need the *Export follow ups* permission.

**User:**

- Contact your supervisor or an admin user and ask them to enable the *Export follow ups* permission.

**Admins:**

- Go to **Settings** ![A simple icon representing a settings gear. ](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-settings-inactive.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A46%3A21Z&se=2026-11-09T12%3A46%3A21Z&sr=c&sp=r&sig=CWuG50qBprOBYzk%2F3xH7fkRNhHAX%2BcIW6xwb%2BaoHuqw%3D) **> People > Employees**.
- Click **Edit** for the employee to add permissions to.
- Select the **Permissions** tab then find the **Export follow ups** permission. Check its box.
- Click **Save**.

**User:**

After the permissions are updated, try to export the results to Excel again.

- Go to the *Follow Up* tab and find the *Recurring Service Events* section.
- Click on the option to export the data to Excel.

Recurring service events appear in Follow Ups where they can be booked into jobs. They are scheduled based on the frequency details of a service location's recurring services. The recurring service event includes details from the recurring service to help job booking.

[Learn more →](https://help.servicetitan.com/docs/memberships-glossary) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)