Report for number of memberships sold...that includes all equipment
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‎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?
Acclaimed! Heating Cooling and Furnace Cleaning
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Creating Custom Reports
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‎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.
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‎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.
Acclaimed! Heating Cooling and Furnace Cleaning
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‎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.
