Channel/source report: where do your customers find you?
See which channel new customers came from, which existing customers refer the most people, and the spending per channel. Use it to decide where to put your marketing budget.
Last updated: 7 October 2026
The channel/source report shows where the customers who registered in the period you choose found your business: Instagram, your shopfront sign, a friend's recommendation, Google… This comes from the Source / Channel field on the customer form.
Setting up channels and a customer's channel
You define channels on the My Business → Settings → Customer Sources card. If you have permission to add channels, you can also type a name that is not in the list into the Source / Channel box on the customer form and pick the “Create” option.
When you choose the built-in “Referans” (referral) channel, a Referring Customer field opens on the form; pick the customer who recommended you there (type at least 2 characters).
Customers whose Source / Channel field is left empty are grouped as “Unassigned” in the report. Make filling in this field a habit when registering new customers, so the report stays meaningful.
Opening the report
Open Reports → Channel/Source Report from the left menu.
Use “Registration Period” to set the range in which customers were registered. The report opens with This Month; for Custom Date, choose Start and End.
Filters
Channel / Source: customers of one channel; the Unassigned option lists customers without a channel.
Referring Customer: type at least 2 characters and pick a customer to see the customers they brought in.
Search Customers: search by customer name.
Sort: Registration Date (Newest to Oldest, the default, or Oldest to Newest) and Spend (High to Low or Low to High).
Summary tiles
New Customer (those who registered in the period), Channel Assigned, Unassigned, Came by Referral (with its share of new customers) and Total Spending.
The two cards on screen
Channel Breakdown: how many customers came from each channel, its share of new customers and those customers' total spending. The referral channel carries a “Referral” badge, and a channel deleted later carries a “Deleted Channel” badge; the customers who came through it stay in the report.
Top Referrers: your existing customers who brought in the most new customers by recommending you (up to 20): Referred (the number of customers) and Revenue Referred (what those customers have spent). Exactly the list you need for a referral scheme or a thank-you gesture.
Table columns
Customer · Registration Date: who registered and when (with the phone number under the name).
Channel: the channel the customer found you through; Unassigned if empty.
Referred By: the customer who recommended you, if they came by referral.
Total Spending: the total of that customer's completed payments to date — not only those in the selected period. Comparing spending per channel shows you which channel brings not just many customers, but valuable ones.
“Channel Breakdown” gives you customer counts, “Total Spending” gives you their value. A channel that brings a few high-spending customers can be more profitable than one bringing many low-spending ones.
The list loads 20 customers at a time; press Load More to see the rest. This report has no Excel/PDF export.
On mobile, open Reports from the menu and pick Channel/Source Report from the strip at the top. The period chips are Today, This Week, This Month (the default), This Year and Custom; the period is the customer's registration date. You can search by customer name.
Tiles: New Customer, Total Spending, Channel Assigned (with the number unassigned underneath) and Came via Referral (with its share). Below them come Channel Distribution (customers, share and spending per channel; customers without a channel appear as “Unassigned”), Top Referrers (people referred and their spending) and the New Customers list (newest first, 20 at a time).
The channel and referring customer filters and sorting are only available in the web panel. This report has no Excel/PDF export.