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Churn Account Report Overview

The Churn Account Report allows you to identify non-returning churn business for the current time period, as well as look out into the future in order to prevent attrition. This report will allow you to understand where your non-returning churn dollars exist.

To create the Churn Account report, please follow the below instruction:

1. Please navigate to Reports on the menu bar.

2. Click Revenue tab.

3. Click Churn Account Report link.

4. From the Hierarchy area, select at least one option.  Note:   You can select up to five options.

     -The hierarchy order determines how the data is nested in the report.

5. Optional: Select filters to remove the data that you do not wish to report on.

 

6.  Click the Run button.




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