In this guide, you’ll learn how to properly navigate the Retention Report within Reporting iQ. 

From the Navigation Bar, select Reporting iQ. 

Navigate to the Retention Report tab. 

You’ll find 10 columns:

• PROVIDER NAME
• CLIENTS: Total number of clients that a provider has listed.
• 1ST APPT: Number of clients and the percentage that have recorded attendance on the first appointment.
• 2ND APPT: Number of clients and the percentage that have recorded attendance on the second appointment.
• 3-5 APPTS: Number of clients and the percentage that have recorded attendance between the 3-5 appointments.
• 6-10 APPTS: Number of clients and the percentage that have recorded attendance between the 6-10 appointments.
• 11-20 APPTS: Number of clients and the percentage that have recorded attendance between the 11-20 appointments.
• 21+ APPTS: Number of clients and the percentage that have recorded attendance for more than 21+ appointments.
• CHURN RATE: Number and percentage of the clients assigned to a provider that were not retained.
• RESCHEDULE RATE: Number and percentage of the appointments that have been rescheduled.

NOTE: This report is updated in real time. 

Using the +Add Filter button allows you to filter by Service Type and Date Range.

The Export button allows you to download the Retention Report as an Excel file. 

‍IMPORTANT: You can set the number of days within which the next appointment for a client should be scheduled to consider that client retained. This setting can be adjusted in Practice Manager > Forms Settings.

Click here to learn more about the Client Statuses in TiQ.