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.

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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

2. Select Your Date Range

1. Use the Show 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.

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.

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.

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Need help setting up or analyzing your referral reports? Reach out to our support team via [email protected].