Lapsed Clients Report for Products

Modified on Thu, 8 Jan at 7:36 AM

The Lapsed Clients report for products identifies clients who have not purchased a product within a selected timeframe. This report helps you target re-engagement efforts and plan more effective retail marketing campaigns.

Things to know:

The ability to access this report is governed by the "Accessing Reports" access control settings
This report is only available to accounts that do not offer appointments and have the “Hide Scheduler Tab” hidden setting enabled.
The report includes clients who have not made a product purchase within the selected inactivity period. For example, a client who last purchased a product 3 months ago will appear when filtering for 1, 2, or 3 months of inactivity, but not when filtering for 4 months.
The report includes both new and existing clients.

To access this report:

Navigate to Dashboard
Select the Reports tab
Under the Clients section, select the Lapsed Client report

When the report opens, you can filter by a specific location and date. You also can export to Excel, PDF, or print. Once you have selected your filters, click on the UPDATE button to generate the desired data.

Report Filters

Filter

Description

Location

The location where the purchase was made

Accounts with One Location: No location filter is shown
Accounts with Multiple Locations: The location filter allows you to view data for a specific location or all locations within that account

Time Period

How long has it been since the client's last purchase? The options are 1 month, 2 months, 3 months, 4 months, 5 months, 6 months, and 12 months.

Report Columns

Column	Description
Client	The name of the client. Click the name to open the client’s profile.
Client Type	Indicates whether the client is new or existing. A client is considered Existing if they have any purchase history prior to the selected inactivity period. For example, if a client made purchases in March and June and the report is run in November with a 4-month inactivity filter, the client will appear as Existing. If the client had no purchases before June, they would be classified as New.
Last Purchase	The date and time of the client’s most recent product purchase.
Days Since Last Purchase	The number of days since the client’s last product purchase.
Total Purchases	The client’s lifetime number of product purchases.
Phone Number	The client’s phone number.
Email	The client’s email address.

Feel free to contact us at support@mytime.com or (385) 233-6964 if you have any questions.

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