This article explains how to customize settings for defining a new customer versus a reactivated (that is, previously lost and now returning) customer

The definition of “New” versus “Reactivated” is set for each report, not globally.

So you can use different definitions for different reports.

The default is set to count as “reactivated” if there has been revenue generated at some point within the 24 months prior to the revenue generated and the customer meets the definition of “lost”.

Note that you can also set the definitoin of lost to be more than one month of no revenue.

If you want to change the definitions across all reports, remember to change the setting in each report separately and save.

How to change the Reactivated setting in each report

On the Customer tab, you will see your list of reports on the lefthand side. 

Choose the one which you will be changing.

For this example, we have selected the ‘Revenue Recognition’ report.

From here, select ‘Configure Report’.

From here, you will be able to see towards the bottom ‘Reactivated before’ option which is where you can change the number of months in which you recognise the reactivated revenue.

In this example, if an active, revenue-generating customer had not been invoiced in the previous month but had been invoiced at least once in the 24 months before the revenue month, it would be counted as “Reactivated” in the month of revenue. 

Make sure to click ‘Save Report’ at the bottom to ensure the changes are applied.