Summary:
This article will help you create a cancellation report using the Contact Export.
There is an example of how the final result of a cancellation report could appear.
Step 1 - Accessing The Contacts Export:
From your ZenMaid Dashboard, go to the All Reports page.
From the All Reports page, select the Export Contacts option.
Step 2 - Choosing The Right Columns:
Fields or Columns Needed:
To run a cancellation report, you'll want to export contacts with the following fields:
Full Name (to identify who became former).
Type (to find former customers only)
Most Recent Clean (to find when they became a former customer)
Step 3 - Finalizing The Cancellation Report:
Filtering Data:
From there, upload this data to a spreadsheet.
On the spreadsheet, remove the leads, one-time/recurring customers, and any dates you do not want to see under the Created On column. Once done, you'll be left with how many canceled/former customers you have in the date range of your choice.
Attached is an example here:
Side Note:
To find out how to export more data in ZenMaid, please review this step-by-step walkthrough:
Keywords:
Contacts export, customer export, cancelled customers, cancelled contacts, cancellation report, contacts report, CSV export, cancellation export, canceled customers, canceled contacts, cancel report, report canceled customer, report cancelled contacts