How to Generate the Retention Report

This article explains how you can generate the retention report.

A Retention Report is a report that tracks how well your practice is keeping clients over time. It shows the percentage of clients who return after their first visit.

Step 1: Navigate to Analytics

Start by logging into your Pabau account using your login credentials. Then, navigate to the left sidebar menu, where you can find the Analytics tab. Click to expand it, and it will reveal 'Reports.'

Step 2: Generate the Retention Report

Under the 'Clients' section, you will find the Retention pre-created report. Click on the report name to continue. 

Step 3: Adjust the Filters

If you want to narrow down your report, you can add and adjust filters to focus on exactly what you need.
Each filter has four elements - object, field, operator, and value.

In the screenshot below, you can see an example of the four elements in the "Retention" report.

• Object: This is what you're focusing on ("Client").
• Field: This is the specific detail you're interested in ("Last visit").
• Operator: This shows how the field relates to the value ("is more than").
• Value: This is the specific data you’re looking at ("165").

Each of these elements can be customized by clicking on them and choosing a different option.

For example, if you want to view all clients except those who have visited in the last 165 days, you can change the operator to "is not" to exclude them.

This example shows just a few options. The system has many filters you can mix and match to create detailed, customized reports.

Step 4: Add, edit, and delete filters 

• Adding a New Filter: To introduce an additional filter, click the plus sign (+) located beneath your current filters. Then, specify the details for your new filter.
• Editing an Existing Filter: Locate the filter you wish to modify. Click directly on the element you want to adjust (such as the object, field, operator, or value). A dropdown menu will appear; choose your desired new option. Your changes should save automatically, or you may need to click an "Update" or "Apply Filters" button.
• Removing a Filter: To delete a filter, simply move your mouse cursor over it. An "X" icon will appear; click it to remove the filter.

Step 5: Review the Data

Once you've adjusted the filters, you can view the data in a list view. You can add additional columns for more specific details.

Some of the columns include:

• Appointment date/time: to view when the appointment was booked for
• Client name: to be able to see the name of the client, and through which you can access the client card
• Email: to view the client's email
• Labels: to be able to see if the client has any labels. To view more information regarding client labels, review this article
• Total appointments: to view the total number of appointments that the client had
• Total sales: to view the total amount the client has spent

After selecting any additional columns, click "Save" so that they will appear on the list. You can also deselect options that are currently included in the columns.

Step 6: Export the Data

To export the data from this report, simply click on the three dots on the top right side of the screen to reveal the 'Export' button. 

Once you click Export, a window will pop up, and you can choose to export the data as an Excel or CSV file.

 

By following these steps, you can easily generate the retention report.

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