Reporting overview

Insights reports connect cancellation behavior with intervention outcomes so you can measure and evaluate retention strategy. Compare trends across retention, offers, deflections and customer feedback, then narrow the results by flow or segment to understand where performance differs.

For a high-level account view of retention performance, see the retention dashboard.

Analyze your data with AI

Connect your preferred AI tool using MCP to explore retention data, compare performance and uncover trends.

Reports

• Session trends
• Offer acceptance trends
• Sentiment trends
• Survey answer trends
• Retention trends
• Deflection trends
• Feedback analysis
• Retained revenue trends
• Retained revenue details

Filtering

By date range

All Insights reports can be filtered to data within a specific date range. Choose Last 7 days, Last 30 days, Last 90 days, Last 6 months, Last 12 months or Custom range. With a custom range, select a start and end date through today.

For bar and line charts, you may choose between daily, weekly and monthly aggregation.

By flows and segments

Flow and segment filters allow you to filter reports to data related to specific flows and/or segments.

Note that these filters only appear if you have multiple flows and/or segments.

Summaries and trends

A summary of report data is provided above trend charts.

Trend indicators show changes in retention performance compared to the previous period.

Chart annotations

Whenever changes are published to a flow you can optionally include a note that will appear on reports. This makes it easier to keep track of changes and compare results before and after.

Viewing bar or line charts

Toggle between bar and line charts by clicking the icon near the top right corner of the chart.

Exporting report data

Trend reports provide an Export action above the chart breakdown. After configuring the date range and filters, click Export to download the current report data as a CSV file.

Hide data series

Toggle data series visibility by clicking the description in the legend beneath the chart.