To view the Isaac Churn Risk Report, click the App Drawer button then click View All > Dashboard.

Open a dashboard that has the Isaac Churn Risk tool. If you do not have a dashboard set up with the Isaac Churn Risk tool, then you must create one or add it to an existing dashboard.
Under Isaac Churn Risk, click VIEW REPORT. The Isaac Churn Risk Report is displayed.
Alternatively, you can click on the number displayed beside each key metric to navigate to the default Isaac Churn Risk Report or the Isaac Churn Risk Report that is filtered by those respective client types

The Isaac Churn Risk Report displays a list of clients who are predicted to stop purchasing products and services at your business. The Isaac Churn Risk Report uses machine learning to gather client data, identify behavioral patterns, and predict future client attrition with 87% accuracy. This data is gathered from common churn trends across all WellnessLiving businesses.

This report helps you proactively take action to retain your clients before it’s too late. You can reach out to these clients directly, or you can configure automated marketing campaigns to be sent specifically to clients listed on the report.

A simplified version of the Isaac Churn Risk Report can be added to the dashboard and viewed by any staff members with the Dashboard Access permission enabled. For more information, see Staff role permissions. Alternatively, you can view clients who are at risk of churning in the client list or the All Clients Report by applying the Churn Risk filter.

Summary cards in the Isaac Churn Risk Report

Summary card	Description
Total Churn Risk	The total number of clients who are predicted to stop purchasing products and services at your business.
[Client Type 1]	The number of at-risk clients who are [Client Type 1].
[Client Type 2]	The number of at-risk clients who are [Client Type 2].

Headings in the Isaac Churn Risk Report

Heading	Description
Client	The name of the client.
Home Phone Number	The home phone number of the client.
Work Phone Number	The work phone number of the client.
Birthday	The date of birth of the client.
Gender	The gender of the client.
Address	The address of the client.
City	The city in which the client lives.
Zip/Postal Code	The ZIP or postal code of the client.

Advanced filters in the Isaac Churn Risk Report

Filter	Description
Client Activity	Use this filter to determine which clients to include in the report based on whether they are active over the past year.
Client Status	Use this filter to determine which clients to include in the report based on whether they currently have an active Purchase Option.
Signed Business Contracts	Use this filter to determine which clients to include in the report based on whether they have any unsigned business contracts.
Client Types	Use this filter to determine which clients to include in the report based on their client type.
Gender	Use this filter to determine whether to include clients in the report based on the gender specified in their profile.
Home Location	Use this filter to determine which clients to include in the report based on the home location associated with their profile. This filter will only search for active locations, deactivated locations will not be displayed.
Subscribed to News and Updates	Use this filter to determine which clients to include in the report based on whether they are subscribed to news and updates.
Signed Online Waiver	Use this filter to determine which clients to include in the report based on whether they’ve signed your online waiver.
Edited Purchase Options	Use this filter to determine which clients to include in the report based on whether they have Purchase Options that have been individually modified.
Groups	Use this filter to determine which clients to include in the report based on their client group. Note: This filter will pull any relevant information from the available fields. For example, if you filter for groups A, B, and C, the filter will find clients from group A, group B, group C, and any combination thereof, as opposed to only finding clients who belong to all three groups.
Achieve Users	Use this filter to determine which clients to include in the report based on whether they use the Achieve Client App.