It would be nice for Service Titan to have a report that can accomplish
all that without the use of excel, maybe in the future. My
recommendation is to set up and save a template spreadsheet in Excel
with all the filters and formulas you need, then r...
You can easily accomplish this by running the Active Memberships report.
Make sure the report includes the "Sold On" and "Sold By" columns.Set
the membership status to "Active" and run the report (leave all the
other fields empty).Export the newly cr...