Referral report

Referral report

This report enables you to see the entire details of member referral & track who each member is referred by

How to check the referral report

  • Click on reports and select 'Referral Report'
  • Select the radio button on enquiry date or purchase date of receiving a referral, based on your search criteria
  • Select the date range (From Date- To Date)
  • You can further narrow down your search by searching for a particular client by whome the referral is made by his name, email-id, contact number or client id

  • Select the customer status i.e. enquiry, trial , member

  • and click on 'Search' and get the details as seen in the image below

  • You can also export the data to excel for a easy print out or to view offline

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