Referred orders report
3 min
Referred Orders Report is an essential tool for brands using Roster to track referrals and analyze the impact of ambassador-driven sales. This report presents detailed insights into referred orders, showing how they contribute to total order revenue and customer acquisition. Brands can filter, sort, and export the data to suit their specific analysis needs, making it a flexible resource for measuring the effectiveness of ambassador programs.
Step-by-step instructions
Access the referred orders report
- Click on Reports > Referred orders in the left-hand navigation menu.
- By default, the report is filtered by a recent date range (e.g., the current month).
- Open the date range selector to choose pre-selected dates or set a custom date range for a specific analysis period.
Review summary totals
- Check the top of the page for total order revenue, the number of referred orders from referral links, discount codes, and recurring orders.
- Note how many referred orders resulted in new customers.
View detailed order information
- View detailed information by clicking on any row in the referred orders table.
- Check order specifics in the Order Details drawer, including the date, referral method, and attribution type.
- For Shopify users, click the order number hyperlink to open the order in Shopify admin.
Filter the report
- Use filters to refine the report. Filter options include:
- Ambassador
- Program
- Date range
- Referral methods (e.g., referral links or discount codes)
- Order number
- Discount code
- Referral link ID
- Contact tags
- Sort the table by various options like order revenue.
Sort and export the report
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- Export options:
- Current page orders
- All records in the account
- Filtered records
- Exported data will be available as a CSV file, compatible with Excel, Google Sheets, or BI tools.
Need help?
If you need any additional assistance with with your Roster account, feel free to contact our support team at [email protected]. We're here to help!