# Referral Details

The Referral Details Report provides an in-depth view of referrals and leads, detailing their status and outcomes.

## Input Variables

* **Referral Sent Date Range:** Specify the date range when the referral was sent by a customer or created.
* **Referral Completed Date Range:** Define the date range when the referral was completed (i.e., when the referred friend becomes a customer or member and the referrer earns points).
* **Locations:** Choose the home location of the referring customer or member.
* **Location Groups:** Select all locations within a location group (e.g. a franchise or territory).
* **Referral Source:** Choose to include or exclude referrals from your point of sales or membership system, e.g., ABC Financial.
* **Referral Status:** Filter by:
  * **Completed:** Referred friend became a customer or member.
  * **Leads:** Friends referred who have not yet become a customer or member.
* **Show Only Offers Claimed:** Check to display only referrals where the offer was claimed by the referred friend (note: claiming the offer is not required for referral points).

## Report Values

* **Referrer:** The customer or member who made the referral.
* **Referee:** The referred friend (lead).
* **Referral status:**
  * **Completed:** The referred friend became a customer or member.
  * **Leads:** The referred friend has not yet become a customer or member.
* **Referral sent date:** The date the referral was sent or created.
* **Offer claimed date:** The date the referred friend claimed the offer, or "N/A" if not claimed.
* **Completed date:** The date the referred friend became a customer or member and the referrer earned points, or "N/A" if not completed.
* **Expiration date**: The date the referral expires or expired. "N/A/ if no expiration set.
* **Source:**
  * **Perkville:** Referral sent from Perkville.
  * **POS:** Referral from ABC Financial.
* **Location:** The home location of the referring customer or member.