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Client retention - Report

  • 26 January 2022
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Hi

Had anyone created a report, that can show retention(date) based on each client level?

 

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Best answer by Mike Struening RETIRED 26 January 2022, 17:55

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Mike Struening RETIRED
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@AndreasBG , the Data Retention Forecast and Compliance Report doesn’t have what you need?  You could always export to Excel and sort as needed.

https://www.linkedin.com/in/michael-struening
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