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Get Guide To Servicetitan Reports
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How to use or fill out the Guide to ServiceTitan Reports online
This guide provides clear instructions on how to effectively fill out the Guide to ServiceTitan Reports online. By following these steps, you will be able to generate reports that analyze membership sales with ease.
Follow the steps to accurately complete the form.
- Click ‘Get Form’ button to obtain the form and open it in the editor.
- Identify the purpose of the Memberships Sold By Report, which is to analyze membership sales over a specific date range and view details about each membership sold.
- Utilize the Employee filter to specify a particular employee or technician whose sales you want to report on.
- Use the Business Unit filter to run a report for a specific business unit if necessary.
- Set the From and To Dates to define the date range for the report. The default will be set to the previous week, but you can adjust this as needed.
- Once all filters are set, click ‘Update’ to generate the report.
- Review the columns in the generated report, which include Customer, Invoice, Membership Name, Price, Start Date, End Date, Sold By, and Commission Total.
- If needed, you can click ‘Download PDF’ or use the dropdown arrow to download the report in .xlsx or .csv format.
Encourage users to complete the Guide to ServiceTitan Reports online for efficient membership sale analysis.
When writing a customer service report, it is important to include all pertinent information about the interaction. This includes the date, time, name of customer service representative, and any other relevant details. It is also important to be clear and concise in your writing.
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