Customer Sources Report (Reference)

Article Details

Summary

The Customer Sources report shows how many customers registered from each referral source in a date range. It also shows the total charges, including tax, for each source.

What This Does

You can add, edit, or delete customer sources on the Admin » Referral Sources page. Customer sources show on the Owner Form in all apps as the field How Did You Hear About Us?.

Reporting and Location Access

Reports in Gingr use location-based reporting. Results are calculated for the locations you select, and each report's location label decides how results are calculated.

Your Allowed Locations limit the locations you can choose. If a location does not appear as an option, check your location access before you run the report.

Report Parameters

Setting Description
From Choose a start date to see customer sources for new customer registrations and transaction data starting on this date.
To Choose an end date to see customer sources for new customer registrations and transaction data ending on this date.
Locations Select the locations you want to see data for.

If you select more than one location, the data combines into one report.

Report Output

Column Description
Customer Source The referral source name.
# of Customers The number of customers who registered in the date range and chose that referral source on their owner profile.
Total Revenue The total charges plus tax for that source, for all customers, no matter when they registered. It covers the amount checked out in the date range, whether or not the customer paid. It does not include refunds, tax on refunds, or tips.

Tips and Tricks

  • To sort the table, select Customer Source, # of Customers, or Total Revenue.
  • The report does not show transactions when the customer's source was not a new registration in the date range.

For example, three existing customers each spend $100 on January 15. Their sources are Billboard, Veterinarian, and Facebook. A new customer registers on January 15 with the source Billboard and spends $50. The report for January 15 shows Billboard, 1 customer, and $150. Veterinarian and Facebook do not appear.

Print a PDF of the Report

Select the green Print PDF button at the top of the report to get a PDF version.

Report parameters with date and location fields.

Where to Find It

Go to Book Icon » Reports » Customer Sources.

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