Recurring Event Completion Legacy Report

Overview

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.

Reports section with a search bar for finding specific report names.

Tip: You can also schedule the report by clicking Schedule next to the report name

Report filters

Form for generating a recurring event completion report with various filter options.

Membership Type

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

Dropdown menu for selecting membership type labeled 'All' in a user interface.

Membership Status

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

Dropdown menu showing membership status options for user selection.

Recurring Service Type

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

Dropdown menu for selecting recurring service type labeled as 'All'.

Date Range

Filter by date range. Use the From and To fields to set a custom date range.

Date range selection from November 5, 2017, to November 11, 2017.

View or download the report

Click Search to view the report.

A green button featuring a search icon and a dropdown arrow for options.

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:

Columns	Description
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.
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.
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]