Note: These are V1 reports and are not available in V2.

​As an example, consider you are on the Reports dashboard and you have selected the time period as September 1st to October 10th. You try to access these two reports. The differences between the two V1 reports are as follows:

Loyalty Referral source

Collections by referral report

This report is available here:

  1. At the center level, click the ​Reports​​ icon.

  2. Go to ​Loyalty >Guests > Loyalty Referral Source​

This report is available here:

  1. At the center level, click the ​Reports​​ icon.

  2. Go to ​ Finance > Collection > Collection by Referral​​.

Shows how many new guests enrolled at the center using referrals with their first invoice in the selected time period.

Shows guests who have paid their invoice in the selected duration.

Example

For example, there are two guests - John Smith (referral) and Tom R (regular customer). John Smith is a guest who took his first service on Oct 1st.

​Result:​​ The Referral source report includes John Smith and not Tom R.

Example

For example, there are two guests - John Smith (referral) and Tom R (regular customer). John Smith is a guest who took his first service on Oct 1st.

​Result: ​​This report does not include John Smith but includes Tom R.

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