How to Generate and Analyse the Non-Returning Client Report

Accessing the Non-Returning Client Report

1. Navigate to Reports:

   • Go to the menu and click Tools.

   • Select Reports.

2. Find the Report:

   • On the left-hand side, expand the Clients category.

   • Select the Non-Returning Clients from Date Range report.

Setting the Date Range

• Start Date: Go back six months from today. (Suggested date range)

• End Date: Go back eight weeks from today. (Suggested date range)

• These date ranges allow you to assess clients who visited within the selected time-frame but have not returned since the selected End Date.

Customising the Report

• Filter by Employee or Business:

  • Choose whether to track clients returning to the same employee or the business as a whole.

  • Adjust this setting under the Miscellaneous (Misc.) tab.

• View Options:

  • Press View to generate the report based on your selections.

Understanding the Report Data

The report provides the following insights:

• Client Numbers: Lists client details for follow-ups.

• Unique Clients: Total number of distinct clients analysed.

• Non-Returning Clients: Number of clients who have not revisited.

• Returning Clients: Number and percentage of clients who have returned.

Exporting and Printing the Report

• Print: Use the print option for a hard copy.

• Export: Save the report as a PDF to share via email or store for records.

Final Steps

• After reviewing the report, click Done to close it.

Key Takeaways

• The Non-Returning Client Report highlights trends in client retention.

• Use date ranges and filtering options to tailor the report to your needs.

• Displays the percentage of clients that returned to your business.

• Exporting and printing options make sharing and documentation easy.