Article Details
Introduction
Use this report to generate the total number of customers per customer source registered in a certain date range, as well as the total dollar amount of charges (including tax) for that customer source for all customers (regardless of registration date) during the selected date range.
Customer sources can be added, edited, or deleted on the Admin » Referral Sources page. Customer Sources show on the Owner Form in all apps by default via the field "How Did You Hear About Us?".
Getting Started
Report Parameters
Navigate to Book Icon » Reports » Customer Sources. Fill out the fields according to the parameters below:
| Setting | Description |
| From | Choose a start date to see customer sources for new customer registration, as well as transaction data, starting on this date. |
| To | Choose an end date to see customer sources for new customer registration, as well as transaction data, ending on this date. |
| Locations | Select any locations you want to view reservation data for. |
Helpful Hints
- Selecting multiple locations will combine reservation data into one report.
Report Output
Report Output
| Column | Description |
| Customer Source | Displays the referral source name. Customer sources can be added, edited, or deleted on the Admin » Referral Sources page. Customer Sources show on the Owner Form in all apps by default via the field "How Did You Hear About Us?". |
| # of Customers | Displays the total number of customers who registered during the selected date range and selected that referral source on their owner profile. |
| Total Revenue | Displays the total dollar amount of charges plus tax for that customer source for all customers (regardless of registration date) during the selected date range. This number references the total dollar amount checked out during the selected date range, regardless of payment made. It does not include refunds or tax on refunds, and also does not include tips. |
Tips and Tricks
- The table that is generated can be organized by clicking Customer Source, # of Customers, or Total Revenue.
- It's important to note that this report will not generate data for transactions where the customer source is not listed as a source for a new customer registration during the selected date range.
For example, say three existing customers spent $100 each at your facility on January 15. The first customer has the referral source "Billboard", the second has the referral source "Veterinarian", and the third has the referral source "Facebook". Then, a new customer registers at your facility on January 15 with the referral source "Billboard" and spends $50.
Based on the above information, when running the report for January 15, it would show the referral source Billboard", 1 customer registered, and amount spent "$150" ($50 from the new customer and $100 from the existing customer). The two customers who spent money with the referral sources "Veterinarian" and "Facebook" would not show on the report.
Print a PDF of the Report
Click the green "Print PDF" button at the top of the report to get a PDF version of this report.
Related Resources
- Manage Customer Referral Sources How-To
- Customer-Based Reports Topic Outline
- Lead Report Reference
- Surveys Report Reference
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