Exporting Member Referral Report
You can export detailed referral reports from two places:
Exporting Referral Reports
Option 1: From the Referral Performance Dashboard
- Go to Referral → Performance
- Scroll to Recently Referred Members
- Click Download Full Report
| Column | Description |
|---|---|
| Referee Name | Name of newly joined member |
| Referrer Name | Referring member’s name |
| Enrollment Date | Date of enrollment |
| Referral Code Used | Code used during sign-up |
| Referrer Bonus | Points issued to referrer |
| Referee Bonus | Points issued to referee (if applicable) |
Option 2: From Member Profiles
- Go to Members
- Select a member and open their profile
- Navigate to the Referrals tab
- Click Download Full Report
Audit Log:
All changes made to referral settings or configuration will automatically generate an edit log associated with the admin or user who performed the action.
You can view these logs under Access Control → Audit Trail for full traceability and compliance.
Updated 4 months ago
