Overview
The Customer Source Report helps you track how new customers found your business during a specific date range.
This report provides insight into which marketing channels or referral sources generate the most customers.
Step 1: Open the Reports Page
Navigate to the Reports tab from the left-hand menu.
Under the Others section, click Customer Source.
Step 2: Set the Date Range
Choose the Date Range you want to include in the report.
By default, the report shows data for the current Year to Date.
To view a different period, select either Last Year or Custom Range from the dropdown.
When selecting Custom Range, choose your dates from the calendar that appears.
The report will include all customers added during the selected date range.
Step 3: Filter the Report
You can refine your results further:
Customers: Choose specific customers, or leave All Customers selected.
Customer Source: Choose a specific source (e.g., Website, Referral, Ad Campaign), or leave All Sources selected to view all.
Step 4: View or Export the Report
Once the report is generated, you can:
Export to Excel (.xlsx) or CSV (.csv)
Print the report for internal review or marketing analysis
Adding or Editing a Customer’s Source
To ensure accurate reporting, make sure each customer’s source is filled out in their profile.
Go to the Customers tab.
Find and click on the customer you want to edit.
In the Main Info section, click Show More under Customer Type and Postal Code.
Locate the field How This Customer Found Out About Us.
If blank, it will display “Empty.”
Click the field and select the correct source from the dropdown list.
Note: The page saves automatically when you click outside of the field.
Use Case Examples
Determine which marketing campaigns are most effective.
Track referral performance across different periods.
Analyze how customer acquisition sources change over time.