To get a report of your customer sources, go to the "Reports" Tab.
Click "Customer Source" under the "Others" section.
Select the Date Range you would like to be on the report.
This will show the customers you added during the date range chosen.
By default, it will show the current Year to Date. You can change this from the Date Range dropdown and selecting either "Last Year" to show the previous year's data, or "Custom Range" and selecting your dates from the small calendar that will appear.
Select the Customers you would like on the report. By default, it will show "All Customers" (that were added in the date range selected.)
Select the Customer Source. By default, it will show "All Sources" (for the customers and dates selected)
Once the report is generated, you can export an excel sheet or CSV file or print the report.
Here is how to add/edit a customer's source:
Go to the Customer Tab
Find and click on the customer you want to edit.
In the Customer Details, under the "Main Info" section, you will see a "Show More" button under "Customer Type" and "Postal Code".
Click the area under "How this Customer Found Out About Us" (it will read "Empty" by default) and choose a new source from the dropdown.
This page saves automatically when you click outside of the field you updated.