Lead Sources - Report

The Lead Sources report provides insight into your client conversion channels by displaying the number of new customer profiles created for each referral source - such as Facebook, your business website, or partner referrals within a selected date range. This helps you measure marketing effectiveness, this page lists total customer registrations attributed to each source along with an overall tally. By using the date parameters, search filter, and export controls (Print, Excel, CSV), you can evaluate which channels drive the most new business and optimize your marketing strategy accordingly.

To access the Lead Sources Report, go to Reports > Customers > Lead Sources.

Using the date pickers, select the start and end dates for the period you want to review (limited to one year at a time). 

This report displays the number of customers that were created for each lead source between the selected dates. 

Note: The totals displayed for each source may include customers who are no longer active in your system.

It includes:

• Lead Source
• Customers
• Overall Total Number of Customers

You can also export the displayed data in different formats at any time for reporting or backup purposes:

Print – Generates a printer-friendly version of the current data for easy hard-copy reference or record-keeping.

Excel – Exports the data to a Microsoft Excel (.xlsx) file, ideal for sorting, filtering, and advanced data manipulation.

CSV – Downloads the data as a Comma-Separated Values (.csv) file, useful for importing into other software or databases.

For More Information

On adding a Lead Source option - Lead Sources

On creating a new customer - Adding a New Customer