HawkSoft - Retention Report

  1. 1. Click on Analytics & Reporting

    Click on Analytics & Reporting
  2. 2. Click on Agency Intelligence

    Click on Agency Intelligence
  3. 3. Under Customer KPIs, click on Customer Retention

    Under Customer KPIs, click on Customer Retention
  4. 4. Take a full-page screenshot of the Customer Retention screen.

    • Save the screenshot in your designated reporting folder using the following naming convention:
      APP - Customer Retention - [Agency Name]

    Take a full-page screenshot of the Customer Retention screen.