Tracking Membership Renewals with Reports

hegersm
New Contributor II

Hello! 

I am attempting to track our customer retention in correlation to the number of membership renewals we are achieving on a monthly and yearly basis. However, I am struggling to find a report that provides me with that information. Is anyone aware of report that exists that shows the number of membership renewals that occur over a time period? Is there a way to show this data through a custom report?

Thank you! 

1 ACCEPTED SOLUTION

Sheena_Palacios
ServiceTitan Certified Provider
ServiceTitan Certified Provider

Hi @hegersm -- you can create a custom report using the template: Membership Summary, there is a "renewed" column that gives you the number of memberships renewed within any date range you set. That will get you what you described!

- Sheena @ NIFT

Sheena @ NiFT

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7 REPLIES 7

Sheena_Palacios
ServiceTitan Certified Provider
ServiceTitan Certified Provider

Hi @hegersm -- you can create a custom report using the template: Membership Summary, there is a "renewed" column that gives you the number of memberships renewed within any date range you set. That will get you what you described!

- Sheena @ NIFT

Sheena @ NiFT

Thank you! I'll try this out! 

Sheena_Palacios
ServiceTitan Certified Provider
ServiceTitan Certified Provider

Awesome! Let me know how it goes, @hegersm.

- Sheena @ NIFT

Sheena @ NiFT

Worked perfectly! Thanks again! 

Sheena_Palacios
ServiceTitan Certified Provider
ServiceTitan Certified Provider

Yay!! @hegersm 

Sheena @ NiFT

MirandaMel
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

Would the Membership Detail Report give you that info?  You could edit the columns to include the renewal information, status, etc.  Hope that helps!

Miranda Melnychuk, RSE
Acclaimed! Heating Cooling and Furnace Cleaning

hegersm
New Contributor II

Thanks for the tip!