Overview
The Inactive Customer Report helps you track customers who are no longer being serviced.
This report can be useful for understanding customer churn, reviewing inactive accounts, or identifying opportunities for re-engagement.
Step 1: Open the Reports Page
Go to the Reports tab from the left-hand menu.
Under the Others section, click Inactive Customers.
Step 2: Set Your Date Range
Choose the Date Range you want to include in the report.
The report will display customers based on the date they were marked inactive.
Example:
If a customer was marked inactive on March 15 and you select a range from March 1–31, that customer will appear in the report.
Step 3: View or Export the Report
Once your report is generated, you can:
Export the data as an Excel or CSV file
Print the report for record-keeping or team review
Use Case Examples
Review customers who paused or canceled services within a certain period
Track inactive accounts to identify reactivation opportunities
Maintain accurate reporting for retention and churn analysis