Keeping track of all of the referrals you get from other people can be very beneficial, and you may even choose to pay those planners commissions for the clients that end up booking you. In Details, you can run a report showing how much business each referrer has brought you.
Specific Referrers
To run a report for a specific referrer, head to the Event Totals page in the Main Menu under 'Reports.' In the 'Search' section at the top of the page, use the 'Search For' drop-down menu to choose 'Referral' from the available options. You can then put in your desired Referrer in the field to the right. For this example, I will use 'Google' as my referrer.
From there, you can use the 'Filters' section if you wish to further narrow your search results.
Using the 'Showing' drop-down menu, you can also choose which list you would like the results to come from. For example, if I want to run a report for the previous month, I would use the 'Past Events' list for my results.
Your results will be at the bottom of the page in the 'Event Totals' section. From there, you can use the 'Settings' menu to customize the data you wish to include in your report, making sure to include the 'Referral' column.
All Referrals Within A Time Range
You will use a similar approach to run a report for any referrals received within a certain time frame. Instead of searching by a specific referrer, you can use the 'After Date' and 'Before Date' fields to search within a time frame.
From there, utilize your 'Showing' drop-down menu to choose which list you want the results to come from based on your previously selected time range. Once your results have loaded, use the 'Settings' menu to turn on your desired columns, making sure to toggle on the 'Referral' column.
Export your data using the 'Export' button in the top right-hand corner. This will put your results into a CSV file, which can be opened and viewed in your desired spreadsheet platform!
