Referral Report
Referral Report
This Report shows a list of clients who were referred during a selected date range.
How to Generate the Report
Enter the start and end dates for the date range you want to report on.
Specify the # of Referrals required to display only clients who referred that number of clients or more.
Click Generate.
Use the Sort By drop-down to sort the list by:
Number of Referrals
Client First Name
Client Last Name
This report only includes referrals added within the date range you select.
Report Columns Explained:
Number of Referrals - Shows how many clients each person referred that meet the minimum referral requirement you entered within date range selected.
Client Name - Displays the first and last name of the client who made the referral.
Date - Shows the date the referral was documented on the referred client’s record.
Referred - Lists the first and last name of the clients who were referred by the client listed in the second column.
At the bottom of the report, you will see the total number of referrals included within the selected date range. This gives you a quick summary of referral activity for the period.Related Articles
Employee Analysis Report
Location: Reports > Business Analysis Reports The Employee Analysis Report provides great information to analyze the employees salon specific numbers regarding sales, rebooking, retail, etc. Simply enter a begin date and an end date, select the visit ...Refund Report
Location: Reports > Transaction Reports The Inspire Refund Report can be generated to show businesses the tickets that were refunded and additional details about the ticket, such as if the product was restocked or if the refund was selected to be ...Large Report Generation
When the following reports are selected to be generated for longer than one month, the software will require the report to be scheduled: Total Sheet Sales Analysis Report Text Count Report The report can be scheduled to run ASAP or you can have it ...How do I schedule a report?
This feature will be available in May 2024. Scheduling Reports is available on the following reports: Total Sheet Sales Analysis Report Text Count Report Yearly Dashboard Tab On Hand Product To schedule a report, go to one of the reports listed and ...Credit Card Batch Report
Location: Reports > Transaction Reports The Credit Card Batch Report exclusively reports on transactions where the payment used STX Payments integrated credit card processing. The report focuses on a single day's transactions starting at 9:30 PM EDT ...