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Reports

Client Termination Report
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Reports

Introduction to Reports How Reports are Organized Filtering Reports Exporting Data from Reports Appointments Performance Reports 1st Appointments with New Prospects Report All Appointments with New Prospects (1st, 2nd, 3rd, 4th appt) Report Executive Reports Production Tracking Reports Events Reports Productivity Report Sales Pipeline Report Annual Marketing ROI Report Clients with Review Reminders Report External Calendars Report Scheduler Performance – Appointments by Creation Date & Creator Report Advisor Commission & Fees Payments Report Advisors Insurance Production Commission & Fees Report Comprehensive Fees & Commission Report Estimated Company Fees & Commission Report Clients With No Review Meeting in the Past 12 Months Report Clients With No Review Meeting Scheduled for Future Report Financial Questionnaire Report Event Attendees Report Event Expenditure Report Event Performance Report Events Report Issued Production Report Pending, Forecasted, & Issued Production Report Email Marketing Report Client Birthday List Report Form Submissions Report Marketing Expenses Report Outbound Calls Report Engagements (Appts, Email, Calls, SMS, and Tasks) Report Closed Won Pipeline Report Client Termination Report Additional Pipelines Report Single Advisor Report Insurance Account Renewal Date Report

Client Termination Report

The Client Termination Report helps you review AUM clients who terminated the relationship and withdrew funds.

Use this report to review terminated client counts, terminated AUM amount, termination timing, termination reasons, advisor and owner groupings, and terminated contact details.

This report is based on Client Termination Date.

This report is reporting-only. It does not terminate a client, set a termination reason or date, withdraw funds, or edit contact or account records.

This report can contain sensitive identity, termination reason, household, pipeline, tag, location, and financial information. Review and export this data only when appropriate for your role.

Open the Report

  1. In LeadCenter.AI, select Reports.
  2. Select Client Termination Report (New) .

This report refreshes every 15 minutes, so the latest data may not appear immediately.

Set the Client Termination Date Range

Use the Client Termination Date range to choose the termination period you want to review. The report updates based on the selected Client Termination Date range and filters.

Filter the Report

Use the filters at the top of the report to narrow terminated client activity.

Available filters include:

  • Campaign
  • Owner
  • Stage
  • Won or Lost?
  • Category
  • Lead Office Location
  • Source
  • Contact Name
  • Client Termination Date

Select Reset Filters to clear the selected filters and return the report to its default view.

Review Summary Metrics

The summary metrics provide a high-level view of terminated client activity for the selected report view.

  • Terminated Clients Count: Count of terminated clients shown in the current report view.
  • Terminated AUM Amount: Terminated AUM amount shown in the current report view.

Review Report Sections

The report includes sections for reviewing terminations over time, by reason, by advisor, by owner, and by servicing advisor.

  • Termination Timeline
  • Termination Reason
  • Writing Advisors
  • Contacts by Owner
  • Terminated Contacts List
  • Contacts by Servicing Advisor
  • Terminated AUM Amount Timeline

Review the Terminated Contacts List

The Terminated Contacts List provides contact-level detail for the selected Client Termination Date range and filters. The table includes a grand total for applicable numeric metrics.

The list includes:

  • Clickable ID
  • First Name
  • Last Name
  • Lead Owner
  • Created Date
  • Termination Date
  • Termination Reason
  • Writing Advisor
  • Servicing Advisor
  • Parent Campaign
  • Campaign
  • Stage
  • State
  • Category
  • Office Location
  • Tags
  • Head of Household
  • Probability to Close
  • Total Amount
  • Issued
  • Pending
  • Forecasted

Keep Termination Data Accurate

The report is populated from the termination date and termination reason on contact details.

If a client is missing from the report or appears with incomplete termination information, check whether the contact has the appropriate termination date and termination reason saved.

Additional termination reasons can be managed under Settings > Database Lists > Termination reasons.

Use Section Controls

Report sections may include controls labeled Drill up, Drill down, Sort, Show applied filters, and Show chart menu.

Download and Export

Select Download PDF to download the current report view as a PDF.

To export a table as a CSV, open the table’s three-dot menu and select Export. For more details, see Exporting Data from Reports .

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