--- title: How to view client churn reports description: View details for clients "lost" and the value of that churn from one defined period to another. --- [Skip to content](https://knowledgebase.counta.com/knowledge/how-to-view-client-churn-reports#main-content) English Show submenu for translations ![AccountAbility\_logo\_primary\_fullcolor-1.png\]](https://knowledgebase.counta.com/hs-fs/hubfs/AccountAbility_logo_primary_fullcolor-1.png?height=40&name=AccountAbility_logo_primary_fullcolor-1.png) - [COUNTA by Accountability](https://8829720.hs-sites.com/counta-by-accountability) Open main navigation Close main navigation - [COUNTA by Accountability](https://8829720.hs-sites.com/counta-by-accountability) - English Show submenu for translations How can we help you? - There are no suggestions because the search field is empty. 1. [COUNTA Help Center](https://knowledgebase.counta.com/knowledge?hsLang=en) 2. [Accounting](https://knowledgebase.counta.com/knowledge/accounting?hsLang=en) 3. [General Ledger](https://knowledgebase.counta.com/knowledge/accounting?hsLang=en#general-ledger) July 20, 2026 # How to view client churn reports ## This guide shows how to view details for lost clients and the value of churn across defined periods. ### Scenario 1\. Let's say you want to view the clients you had lost/churned in 2021. You would set report parameters as follows: - **Earlier Reporting Period** = 2020/January - 2020/December - **Later Reporting Period** = 2021/January - 2021/December - **New Business Threshold** = 100% - **Revenue or Billings** = Revenue - With the above settings, the report would list all clients who had revenue in 2020, but did not have revenue in 2021. In other words, revenue decreased from 2020 to 2021 for each client on the report. - Setting the **Churn Threshold** to 70%, for example, will include any client whose revenue decreased by 70% or more from 2020 to 2021. - The report also provides a **Churn %**. In the above setting, it will show the total revenue lost from all churned clients in 2021 as a percentage of total revenue in 2020. 2\. Navigate to **ACCOUNTING \> General Ledger \> General Ledger Statement & Reports \> General Ledger Reports.** ![](https://colony-recorder.s3.amazonaws.com/files/2025-11-21/5611eb26-a362-4056-9f10-2a7679c20910/user_cropped_screenshot_fb310594adcc480da38c717d88a02f98_text_export.jpeg) 3\. Expand **Client Billings & Revenue Reports.** ![](https://colony-recorder.s3.amazonaws.com/files/2025-11-21/efbd3d7b-c275-4fb2-9059-f860c26ef1b2/user_cropped_screenshot_d1d6227a556c4ca19c5f1d6eb3fdb5de_text_export.jpeg) 4\. Click **Client Churn Report.** ![](https://colony-recorder.s3.amazonaws.com/files/2025-11-21/cae9ab43-2d11-4df3-a775-ba53cace3ea7/user_cropped_screenshot_b7c8c1d9231b4aa1a9d181e0c93bdb3f_text_export.jpeg) 5\. Define the following parameters **Field Description** - **Earlier Reporting Period** - Select one or a range of months or years. - **Later Reporting Period** - Select one or a range of months or years (must be later than the Earlier Reporting Period). - **Report by Master Client or Report by Revenue or Billings** - Select how you want to view the report - Mater Client or Client - Revenue or Billings Churn Threshold - This defaults to a 100% - **Currencies** - Select the currency - Use Office Home Currencies - Convert to Selected Currency ![](https://colony-recorder.s3.amazonaws.com/files/2025-11-21/d10b231a-1c83-4e21-a957-3766656dd4aa/user_cropped_screenshot_ad4ebc6c032f41d88fbbb808153f086f_text_export.jpeg) 6\. 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