03-07-2024 01:05 PM
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?
03-12-2024 12:26 PM
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.
03-12-2024 01:28 PM
Thanks! Not quite what I am looking for...not all equipment records in a home have our membership on them.
03-12-2024 07:07 AM
Thank you for reaching out. One of our product experts will be in touch shortly by email to further assist you.