Report for number of memberships sold...that includes all equipment

MirandaMel
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

Could someone please help me out with generating a report that shows total number of memberships sold that includes all the pieces of equipment and not just the number of membership homes we have?

 

Miranda Melnychuk, RSE
Acclaimed! Heating Cooling and Furnace Cleaning
3 REPLIES 3

bgrant
New Contributor II

Hello Miranda, I hope all is well. I see that you need some help with reporting.  You can create this reporting in Reports>Create Reports>Select Memberhships>Location> Select columns you would like to see including Equipment Record, Name and Save the Report. Here is more information on Custom Reports https://help.servicetitan.com/how-to/create-custom-reports

Please let us know if you have any additional questions on this. 

MirandaMel
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

Thanks!  Not quite what I am looking for...not all equipment records in a home have our membership on them.  

 

Miranda Melnychuk, RSE
Acclaimed! Heating Cooling and Furnace Cleaning

shirastein
New Contributor III

Thank you for reaching out. One of our product experts will be in touch shortly by email to further assist you.