Client Referrals Report | Boulevard Support Center

We're excited to bring you an expanded reporting experience. If you don't see the reporting features described below, don't worry—this updated reporting experience will become available to your account over time.

Resource	Link
Client Referrals Report	https://dashboard.boulevard.io/reports/client_referrals

Overview

The Client Referrals report helps you see how your referral program is performing. It tracks who's referring new clients, what value those referrals are generating, and whether rewards are being issued as expected, so you can validate your referral program end-to-end.

Use this report to identify top referrers, evaluate the sales impact of referred clients, and monitor whether voucher and account credit rewards line up with the value those referrals brought in. It's useful for understanding word-of-mouth impact and auditing program integrity, since you can check that every referred client is correctly linked to a referrer and review acquisition quality through referred clients' sales and appointment activity.

What this report is best used for

Understand when and why to use this report through common use cases, descriptions, and example questions it can help answer in your day-to-day operations.

Use cases	Description	Example questions this report helps answer
Referral program performance tracking	Assess how many new clients were acquired through referrals and identify top referrers.	Which clients are referring the most new clients? What is the total number of new clients referred in the selected date range?
Referrer Client contribution analysis	Evaluate the business impact of referred clients by analyzing their net sales and lifetime gross sales.	What is the total value generated by referred clients for each referrer? Which referrers drive the highest long-term sales impact?
Reward and incentive management	Monitor voucher rewards and account credits issued to referrers to validate program spend.	How much reward credit was issued to each referring client? Are rewards aligned with the value of the clients they referred?
Referral behavior insights	Identify trends in referral timing, frequency, and engagement to optimize referral campaigns.	When do most referrals occur? Which clients consistently refer others over time?
New client acquisition quality assessment	Review sales performance and appointment activity of newly referred clients to measure acquisition quality.	How valuable are the clients being referred? Do referred clients convert into repeat visitors?
Program audit and operational integrity	Validate the accuracy of referral assignments and ensure the Referrer → Referred mapping is correct.	Are all referred clients correctly linked to a Referrer Client? Is referral data complete and accurate across the system?

Prerequisites

Before using this report, make sure the following are in place. These directly impact whether you can access the report and how accurate the data will be.

Permissions: You must have the appropriate Data & Reporting permissions enabled to see this report: Client Reporting > Client Insights
- If you don’t see the report, check your permissions first - see Reporting Permissions for more information.
Location and Access Scope: What you see in the report depends on your access:
- You’ll only see data for assigned locations
- Row-level access may further limit visible data
- If it looks like data is missing, verify your location assignments and access settings.
Required Setup: For the report to show meaningful data, your referral workflows must be set up correctly:
- Referral Program and/or Referral Sources must be enabled and active
- Referral sources must be assigned to client profiles or appointments

Default report configuration

See how the report is structured when first opened. Learn what each field represents, how the data is organized, and which fields can be used to filter results.

Group By (default)

The default fields the report is grouped by when you first open it.

Field name	Definition	Example	Filter?
Referred date	Date the referral occurred on.	2026-02-21 23:58:45	Yes
Referral activity ID	Unique identifier associated with the referral activity where one client refers another client.	f27d6424-7750-4073-882d-81bbacc99e74	Yes

Columns (default)

The default columns displayed when you first open the report.

Field name	Definition	Example	Filter?
Referred client	The referred client’s full name.	Ariella Catalan	Yes
Referring client	The referring client’s full name.	Alexa Catalan	Yes
Reward date	Date the referrer was granted the reward for the referred client.	2026-02-27 17:36:30	Yes
Total rewards	The total value of rewards given to the client (Account credit and Vouchers).	$125	No

Customizable fields

Explore the fields you can adjust to tailor the report to your needs. Each field includes a definition, example, and whether it can be used in filtering.

Field name	Definition	Example	Filter?
Referred date	Date the referral occurred on.	2026-02-21 23:58:45	Yes
Referral activity ID	Unique identifier associated with the referral activity where one client refers another client.	f27d6424-7750-4073-882d-81bbacc99e74	Yes
Referred client	The referred client’s full name.	Ariella Catalan	Yes
Referring client	The referring client’s full name.	Alexa Catalan	Yes
Reward date	Date the referrer was granted the reward for the referred client.	2026-02-27 17:36:30	Yes
Total rewards	The total value of rewards given to the client (Account credit and Vouchers).	$125	No
Primary referred location group	The location group of the business location associated with the referred client, if applicable.	West Coast	Yes
Primary referred location name	Name of the primary business location associated with the referred client.	AZ Chandler \| Crossing 024	Yes
Primary referring location name	Name of the primary business location associated with the referring client.	AZ Chandler \| Crossing 024	Yes
Primary referring location group	The location group of the business location associated with the referring client, if applicable.	West Coast	Yes
Primary referring location external ID	Identifier for the referring client location from an external system, if provided by the business.	03049e9f-60f5-4388-bssa78d-ce5b3fbb0f77	No
Primary referred location ID	Unique identifier for the primary business location associated with the referred client.	03049e9f-60f5-4388-b78d-ce5b3fbb0f77	No
Primary referred location external ID	Identifier for the referred client location from an external system, if provided by the business.	03049e9f-60f5-4388-bssa78d-ce5b3fbb0f77	No
Primary referring location ID	Unique identifier for the primary business location associated with the referring client.	03049e9f-60f5-4388-b78d-ce5b3fbb0f77	No
Referred client ID	Unique identifier for the referred client.	92d142c0-9b26-4a21-b21c-fb875d9bd228	No
Referred client external ID	Unique identifier for the referred client from an external system, if applicable.	77A0E66E623D	No
Referred client mobile	The referred client’s mobile phone number.	+12125551234	No
Referred client email	The referred client’s primary email address.	email@example.com	No
Referring client ID	Unique identifier for the referring client record in the system.	100fda4c-e409-4d00-94de-76f96cc4b295	No
Referring client external ID	Unique identifier for the referring client from an external system, if applicable.	172843245	No
Referring client email	The referring client’s primary email address.	email@example.com	No
Referring client mobile	The referring client’s mobile phone number.	+12125551235	No
Lifetime gross sales	Total life time gross sales before discounts, offers, or refunds are applied associated with the referred client.	$1,800.25	No
Referred client count	Distinct count of new clients who completed their first appointment using the Client’s referral code in the specified date range.	12	No
Referred client value	The new client's net sales after discounts, offers and refunds. Sales do not include sales tax and voucher payments.	$12,000.25	No
Voucher rewards	The total value of vouchers rewarded to the referred client.	$625.25	No
Account credit reward	The total amount of account credit rewards given to referred client (does not include first-time visit discounts given to the referred clients).	$142.25	No
Referred client tags	List of client tags associated with the referred client.	VIP	Yes
Referring client tags	List of client tags associated with the referring client.	Friends & Family	Yes
Primary location tags	Location tags associated with the business location, if available.	West Coast	Yes

Report Caveats

There are a few important caveats and limitations to be aware of when using this report. Use these details to better understand how the data behaves and how to interpret it correctly.

Caveats	Details and Impact
Updated vs created date	This report uses each client's created date, while the previous version of this report used their updated date. The created date reflects when the client was first added to the business, so it's the more accurate measure of when a referral actually occurred. Because of this difference, referral counts or date groupings in this report may not match the previous version — this is expected, not an error.
Primary location attributes may be null for imported data	A client's primary location is normally assigned automatically based on their activity. However, for clients added through a data import, this field is sometimes left blank. If your business imported client data, filtering or grouping this report by location may undercount or exclude those clients, since they won't be attributed to any location. If your totals look lower than expected when filtering by location, this is a likely cause.

Use Case Example Configurations

Learn how to set up the report for specific scenarios with practical examples. Follow along to create views that answer common questions and support your workflows.

Use case	Description	How to configure the report
Referral program performance tracking	Assess how many new clients were acquired through referrals and identify top referrers.	Use the default configuration. Filters: set Referred date to the period you want to review. Columns: remove Referring Client. Group by: add Referring Client; Consider dropping Referred date and Referral activity ID if you don't need the data broken down by date or don't need individual referrals to show respectively.
Referrer Client contribution analysis	Evaluate the business impact of referred clients by analyzing their net sales and lifetime gross sales.	Use the default configuration. Filters: set Referred date to the period you want to review. Columns: remove Referring Client; add Lifetime value or Referred client value Group by: add Referring Client; remove Referred Date and Referral Activity ID.
Reward and incentive management	Monitor voucher rewards and account credits issued to referrers to validate program spend.	Use the default configuration. Filters: set Referred date to the period you want to review. Columns: remove Referring client; add Lifetime value or Referred client value Group by. Group by: add Referring Client; remove Referred date, Referral activity ID
Referral behavior insights	Identify trends in referral timing, frequency, and engagement to optimize referral campaigns.	Use the default configuration. Filters: set Referred date to the period you want to review. Columns: remove Referring client. Group by: add Referring Client for tracking which clients consistently refer over time.
New client acquisition quality assessment	Review sales performance and appointment activity of newly referred clients to measure acquisition quality.	Use the default configuration. Filters: set Referred date to the period you want to review. Columns: remove Referred client; add Lifetime value or Referred client value Group by. Group by: add Referred Client.
Program audit and operational integrity	Validate the accuracy of referral assignments and ensure the Referrer → Referred mapping is correct.	Use the default configuration. Filters: set Referred date to the period you want to review. Columns: remove Referred client and Referring client. Group by: remove Referred Date; add Referred client and Referring client.