Referral Details

Referral Details Report

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

Field Variables Before Running Report:

• Referral Sent Date Range: Specify the date range when the referral was sent by a customer or members.

• 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).

Column Titles After Running Report:

• 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.

• 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.

• Source:

  • Perkville: Referral sent from Perkville.

  • POS: Referral from ABC Financial.

• Location: The home location of the referring customer or member.

This report helps track and analyze the success of your referral program, providing insights into referral activities and outcomes.