Step 1: Open the Booking List Report
Go to Reports → Booking List.
You can select an existing saved report like Referral Source or start from a Standard Booking List Report.
Step 2: Add the Referral Source Column
If your current view does not display the Referral Source:
Click the Columns icon (☰).
Check the box beside Referral Source.
Click Apply to update the table.
Step 3: Group or Filter by Referral Source (Optional)
To organize or narrow down your data:
Click Group by → Referral Source to categorize bookings under each source.
Or, click + Add Filter → Referral Source to view only bookings matching a specific source (e.g., “Website” or “Repeat Business”).
Step 4: Refine with Additional Filters
You can apply extra filters to focus your analysis, such as:
Status → Tentative, Definite, Lost
Date Range → Booking Start / End Date
Step 5: Export Your Report
Once your filters and columns are set:
Click Export → CSV to download the data.
The export will include all visible columns, including Referral Source.
Example Use Cases
Identify which marketing channels generate the most revenue.
Review repeat or referred business over a given period.
Compare referral effectiveness across different market segments.
Optional: Save or Share the View
If you plan to review this report regularly:
Click Save View → Save As New.
Name it (for example, Referral Source Report).
Choose Private or share with your Chain or Organization.