Track where your leads are coming from with a referral tracking report.
Tracking your referrals can be done daily, weekly, or monthly within Details. For this example, we will be running a monthly report to show where this month's leads came from.
To get started, we will use the 'Search' area of the Event List to narrow down our search. I will be using the following filters & values:
- View = Current
- Creation Date After = Nov 30th, 2023
- Creation Date Before = Jan 1st, 2024
I am using these date values as that will be the dates for my first reporting month. In a later step, we will set this report to recur monthly.
From there, select 'Automatic Reports' from the drop-down menu in the 'Menu' button in the top right-hand corner. When the box pops up, please create a new report, name the report, select the data you want to include, choose an interval (in this case, it will be the 1st of each month), your desired file format, and the email you want the report sent to. For this particular report, make sure to select the 'Referral' column among any other data you wish to include.
Once you have selected your information, click the 'Save' button at the bottom of the pop-up box. This will prompt another box to appear where you will select 'Month To Date' in the drop-down menu, as shown below.
Then you will click the 'Continue' button and you will receive a report to your email on the 1st day of each month!
All reports will be run at 4 AM on the expected delivery date. For example, if you are running a 'Daily' report, it will run at 4 AM each day. If you are running a weekly report on Monday, it will run at 4 AM on Monday.