---
title: "New Member report guide"
slug: "new-member-report-guide"
tags: ["Area - Memberships", "Focus - Service Replacement", "Role - Admin", "Type - Residential"]
updated: 2026-10-16T01:14:16Z
published: 2026-10-16T01:14:16Z
canonical: "help.servicetitan.com/new-member-report-guide"
---

> ## 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.

# New Member report guide

## Overview

**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.

![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/new-member-report-guide-image-4hpobhwe.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A27%3A10Z&se=2026-11-09T12%3A27%3A10Z&sr=c&sp=r&sig=VBIsm51NVH062xkgPG4zxMCwV9KHqyxBRnLxootYG%2Bo%3D)

## 

> [!TIP]
> **Tip:** You can also schedule the report by clicking **Schedule** next to the report name

## 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 types |
| **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. |

The template used to set up a membership for a customer. It includes recurring service types, tags, pricing, accounting details, and duration and billing details.

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