đ Overview
The Customer Referrals report gives you insight into your referral programme, showing you who referred whom, which memberships referred customers signed up to, and which referrals are still waiting to be confirmed.
This guide walks you through the report, the filters you can combine, and how to download your data.
đĄ New to referrals? For an introduction to how the programme works, see Introduction to customer referrals here.
đ Using the Customer Referrals Report
To open the report, go to Reports â Customers â All Referrals, or Customers with Most Referrals. From here you can view a list of all your referrals and use the filters to build custom views, or view a leader board of your customers to see who have the most referrals.
đ Filtering your referrals
You can combine the following filters to narrow the results.
Referrer | The existing customer who recommended your business |
Signup | The new customer who was referred by an existing customer |
Membership | The memberships you have given to newly referred signups |
Status | Either "confirmed" or "pending". A referral stays pending until it has been manually confirmed by your business |
Referral confirmation date | The date a referral was confirmed |
You can also group by multiple dimensions and filter by dates to build a more customised view.
đď¸ Pre-filtered referral reports
You will also find quick links to some of the most frequently used views of this report, such as Customers With Most Referrals, so you can get to the answer without setting up filters from scratch.
đ˝ Downloading the report
To download the report, click the Download button.
â Frequently Asked Questions (FAQs)
Find answers to common questions or additional details that may not be covered in the main instructions.
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Click the arrow to view frequently asked questions
Why is a referral showing as "pending"?
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Click the arrow to see the answer
Referrals are not confirmed automatically. A referral stays in a pending status until your business manually confirms it.
You can use the Status filter to see all of your pending referrals in one place.
How can I see who referred a particular customer?
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Click the arrow to see the answer
As well as filtering this report by Signup, you can check an individual customer's profile to see who referred them.
For the steps, see Viewing who referred a customer from your business dashboard here.
Where do I find a customer's referral code?
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Click the arrow to see the answer
Each customer has their own referral code, which you can look up from your dashboard.
For the steps, see How to view a customer referral code from your business dashboard here.
Where can I see all the other reports available?
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Click the arrow to see the answer
For a full list of every report, organised by category, see An Overview of Reporting here.