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
