How to export your membership report

What the audit needs

Six columns. The names do not have to match - you map them on screen, and every other column in your export is ignored.

Customer names are optional. Map that column only if you want the emailed list to say who to call.

ServiceTitan

1. 1Click Reports in the navigation bar, then type "membership" in the search box on the All Reports screen.
2. 2Open Customer Memberships - it lists one row per membership. Do not use Membership Summary: that one is totals per plan type, not a member list.
3. 3In the Membership Status filter, tick Canceled and Expired as well as Active, and set the From - To range to the last 12 months. Cancellations are what your churn rate is calculated from.
4. 4Add a price column before you run it. The default columns carry dates but no dollars - add one from the Sales and Renewal Details section, or the audit can show your renewals and not what they are worth.
5. 5Click Run Report, then Export above the results and choose Export to XLSX. The audit reads .xlsx directly, so there is nothing to convert.
6. 6On the mapping screen, map To as the end date - not Next Billing Date. ServiceTitan gives you both, and To is the contract end that renewal risk is calculated from.

Checked against ServiceTitan's own documentation in August 2026. Column captions and which reports you can build still depend on your package and on what your office has customised, so treat this as where to look rather than exact clicks - the six columns are the only thing that actually matters.

Housecall Pro

1. 1Go to Reporting > Reports and open the Service plans tab.
2. 2Those reports are summaries - plans by month, revenue by plan name, sold by employee. Click into a row to open its drill-down table: that is the per-customer list the audit needs.
3. 3Set the date range at the top left to the last 12 months, and use Edit Columns to include the plan name, status, dates and price.
4. 4Click Export at the top right, next to Edit Columns, and choose DOWNLOAD CSV.
5. 5Drop the file into the audit and map the columns.

Checked against the Housecall Pro help centre in August 2026. Service plans there can read Active, Expiring Soon, Pending Renewal, Renewed or Expired - the audit counts the first four as live members and Expired as churn, and ignores Draft and Sent, which are plans that were never sold. If your export has no status column at all the audit still runs: it reports your renewal exposure and tells you which numbers it could not calculate.

Your menu does not match?

Send us the first line of your export - just the header row, no data - and we will add it to the audit so the columns map automatically for the next person. Send a header row.

Questions people ask