# Reporting on Churn Rate **URL:** \ **Category:** Dashboards & Reporting\ **Tags:** reports\ **Created:** [August 30, 2023, 11:28pm UTC](https://community.hubspot.com/t/reporting-on-churn-rate/88665 "2023-08-30T23:28:12Z")\ **Posts on this page:** 8\ **Page:** 1
**Author:** ![MargaretNZ](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/margaretnz/32/14279_2.png) [@MargaretNZ](https://community.hubspot.com/u/MargaretNZ)\ **Post date:** [August 30, 2023, 11:28pm UTC](https://community.hubspot.com/t/reporting-on-churn-rate/88665/1 "2023-08-30T23:28:12Z")
I’m looking at a way to report on Churn each quarter without having to manually export and calculate. Ideally I’d like to see summarised the number of Clients, number of Non-Paying Clients and number of Ex-Clients as at a specified date, but only the clients churned during the current quarter (bonus points for also having a list of churned clients and reason churned). I can’t see a way to filter the dates for Ex-Clients - any suggestions on how I could get this to work? ---
**Author:** ![karstenkoehler](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/karstenkoehler/32/68554_2.png) [@karstenkoehler](https://community.hubspot.com/u/karstenkoehler)\ **Post date:** [August 31, 2023, 4:14am UTC](https://community.hubspot.com/t/reporting-on-churn-rate/88665/2 "2023-08-31T04:14:22Z")
Hi @MargaretNZ, That depends on how you track who’s a client, who’s a non-paying client and who’s an ex-client – can you share a bit more context about how you currently see / identify this information in your CRM? HubSpot doesn’t track this out of the box / automatically. It would have to be something that you’ve set up, using custom properties, for example, or maintaining contract dates on deal records. Best regards ---
**Author:** ![MargaretNZ](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/margaretnz/32/14279_2.png) [@MargaretNZ](https://community.hubspot.com/u/MargaretNZ)\ **Post date:** [August 31, 2023, 4:51am UTC](https://community.hubspot.com/t/reporting-on-churn-rate/88665/3 "2023-08-31T04:51:42Z")
Hi Karsten! We are using the HubSpot field ‘Type’ in the Company Record. This is a Radio select button which includes the three client options - Client, Non-Paying Client and Ex-Client, as well as Prospect, Partner, Supplier and ‘Other’. I’m comfortable that the Client and Non-Paying Client records are correct. When a client cancels their subscription, part of the process is to manually change this field to ‘Ex-Client’. Does that help? Margaret ---
**Author:** ![karstenkoehler](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/karstenkoehler/32/68554_2.png) [@karstenkoehler](https://community.hubspot.com/u/karstenkoehler)\ **Post date:** [August 31, 2023, 5:41am UTC](https://community.hubspot.com/t/reporting-on-churn-rate/88665/4 "2023-08-31T05:41:35Z")
Hi @MargaretNZ, In that case a simple pie chart could do the trick? Navigate to _Menu_ \> _Reports_ \> _Reports_ \> _Create report_ \> _Single object_ \> _Companies_. Und _Filters_ in the top left corner, select all time as a date range. Under _Data_, add _Type_. In the _Visualization_ tab, drag and drop _Type_ and _Count of Companie_s into the _Displaying_ area. Then select a pie chart as a chart type. Let me know if you have any follow-up questions! ---
**Author:** ![MargaretNZ](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/margaretnz/32/14279_2.png) [@MargaretNZ](https://community.hubspot.com/u/MargaretNZ)\ **Post date:** [August 31, 2023, 11:18pm UTC](https://community.hubspot.com/t/reporting-on-churn-rate/88665/5 "2023-08-31T23:18:54Z")
Hi Karsten My problem is that I want to concurrently show current paying and non-paying, along with ex-clients in a time period, not all time (eg they became ex-clients in Apr-Jun). What you suggest shows me an alltime value for ex-clients. Does that make sense? Marg ---
**Author:** ![karstenkoehler](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/karstenkoehler/32/68554_2.png) [@karstenkoehler](https://community.hubspot.com/u/karstenkoehler)\ **Post date:** [September 1, 2023, 4:18am UTC](https://community.hubspot.com/t/reporting-on-churn-rate/88665/6 "2023-09-01T04:18:22Z")
Hi @MargaretNZ, If you’re only maintaining the type property, not including a date property, this is not possible. You would have to maintain a churn date property, for example, so that you can reference it in reports. ---
**Author:** ![MargaretNZ](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/margaretnz/32/14279_2.png) [@MargaretNZ](https://community.hubspot.com/u/MargaretNZ)\ **Post date:** [September 1, 2023, 4:48am UTC](https://community.hubspot.com/t/reporting-on-churn-rate/88665/7 "2023-09-01T04:48:37Z")
Hmmm .. you’re onto something here! We do have a workflow that date stamps ‘Date Left’ when a company record is updated to ‘ex-client’ type. This means that I can report on ex-clients in isolation, but I still can’t figure out how to combine that data in a report that includes current clients AND ex clients. I’ll keep working on it, or will maybe have to do it manually, which I dislike! Thank you for your help. ---
**Author:** ![AndresPS](https://avatars.discourse-cdn.com/v4/letter/a/d2c977/32.png) [@AndresPS](https://community.hubspot.com/u/AndresPS)\ **Post date:** [September 7, 2023, 3:02pm UTC](https://community.hubspot.com/t/reporting-on-churn-rate/88665/8 "2023-09-07T15:02:03Z")
Maybe it will help you, generate a KPI type report, in the values section, add the total value of customers and then the total value of ex-customers. Then in the graph options enable the “Show percent change comparison” option. Currently I am trying to report the Churn Rate but this percentage is giving me the inverted value. I am trying to graph Churn rate of customers. For this I compare the total contacts, followed by the contacts that are in stage Customer. All this is limited to the date of creation of the contact. But when I enable the “Show percent change comparison” option, the value is inverted. For example if I have 4 new contacts and 3 are currently customers the card shows me “\<25%”. it should be only 75%.