How to use Lost Customers Report

This report helps you see which customers you lost, when you lost them, and why.

1. Access & Date Selection

• Go to Reports

• Choose Lost Customer Report

• Select your date range

  • Example: May 1 – June 30

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2. Filter Customer Types

• You can view:

  • All lost customers

  • Routine/recurring customers

  • One-time jobs only

Example: Remove one-time jobs if you only want to track recurring customer churn.

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3. Review Lost Accounts

The report displays:

• Customer name

• Loss date

• Reason for loss

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4. Use Filters for Insights

• Search by:

  • Customer type

  • Specific dates

• See loss reasons for:

  • Routine customers only

  • One-time customers only

Example: You may see a customer marked lost because their house was under construction.

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Notes

• This report helps track churn patterns and the reasons customers stop service.

• Helpful for analyzing quality issues, onboarding gaps, or seasonal cancellations.