--- title: Referrals Report description: referrals --- [Skip to content](https://support.hapana.com/kb/article/875#main-content) English Show submenu for translations [![email-logo.png](https://support.hapana.com/hs-fs/hubfs/hapana_2022/email_2022/footer%20logo.png?width=300&height=78&name=footer%20logo.png)](https://info.hapana.com/en?hsLang=en) Open main navigation Close main navigation - English Show submenu for translations - [Submit Ticket](https://21gxv.share.hsforms.com/2-8HozJXMSTW8kaFHC32eaw) [Submit Ticket](https://21gxv.share.hsforms.com/2-8HozJXMSTW8kaFHC32eaw) Hapana Help | Find answers here - There are no suggestions because the search field is empty. 1. [Hapana Knowledge Base](https://support.hapana.com/?hsLang=en) 2. [Member Management](https://support.hapana.com/member-management?hsLang=en) 3. [Reporting](https://support.hapana.com/member-management?hsLang=en#reporting) # Referrals Report ### Overview The **Referrals Report** lets you track how many new clients are being referred by your existing members. This helps you measure the success of your referral program, recognize your top referrers, and identify opportunities to reward clients who actively promote your business. You can view the data in two formats: - **Summary View: **shows each referring client and their total referrals. - **Detailed View: **lists individual referrals with dates and client details. Using this report, you’ll better understand which clients are helping grow your business and how effective your referral campaigns are. --- ### Access the Referrals Report ### 1. Navigate to Reports 1. Log in to Core  2. Click **Reports **from the Navigation bar  3. Within the Clients & Attendance Report Category, select **Referrals Report** ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759445559286_f57809f0_image-20250915134743-1-1.png?width=670&height=303&name=1759445559286_f57809f0_image-20250915134743-1-1.png) ### 2. Select Your Date Range 1. Use the **S**ho**w report between **date fields to set your desired date range 2. Click **Apply Dates Filter** to refresh the report. ### 3. Choose Report Format 1. Click the dropdown and select **Report Type ** 2. Select **Summary** for total referrals per client, or **Detailed** for individual referral records. ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759445560964_3add3803_image-20250915135541-2-1.png?width=670&height=152&name=1759445560964_3add3803_image-20250915135541-2-1.png) ### 4. Apply Filters (Optional) You can filter by: - **Client name, email, or phone** - **Gender or age** - **Client status** This helps narrow results to specific clients or demographics. Click the **green checkmark** to apply ### 5. Save or Adjust the Report - Click **Save Report** to keep your chosen filters and column layout. - Select **Edit Report Settings** to adjust columns or format. - Use the **Download** button to export results. ![Article image](https://support.hapana.com/hubfs/Knowledge%20Base%20Import/1759445562251_39d552f5_Screenshot-2025-09-15-at-1-57-17PM-1.png) Expected Outcome Once complete, you’ll have a clear breakdown of which members are referring new clients and the details of each referral. This allows you to: - Identify your top referrers. - Measure referral program effectiveness. - Decide on rewards or recognition for active promoters. FAQ **Q: What’s the difference between Summary and Detailed reports?** A: Summary shows total referrals per member, while Detailed lists every referral record with dates and client info. **Q: What happens if a referral doesn’t join?** A: Only successful referrals (when the referred client joins) will appear in the report. --- Need help setting up or analyzing your referral reports? 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