Reco

Downloading your referral list

provider

Export your referrals as a CSV for reporting or record-keeping.

Reco lets you export your referral data as a CSV file, which you can open in Excel, Google Sheets, or any other spreadsheet application.

How to download

  1. Navigate to Referrals from the main menu
  2. Apply any filters you want (by status, date range, incentive, etc.) — the export will respect your current filters
  3. Click the Download or Export button
  4. The CSV file will be downloaded to your device pasted-image

What's included

The exported file includes key referral details:

  • Referral ID / short code
  • Referrer name and email if shared by the referrer
  • Referee name and email if shared by the referree
  • Incentive title
  • Referral status
  • Date created
  • Date verified (if applicable)
  • Date activated (if applicable)
  • Assigned team member
  • Location (if applicable)

Using the data

Common uses for exported referral data:

  • Reporting — create custom reports or dashboards outside Reco
  • Record-keeping — maintain an offline record of referral activity
  • Analysis — identify trends, top referrers, and conversion rates
  • Integration — import into your CRM or other business tools

Filtering before export

To export a specific subset of referrals, use the filters on the Referrals page before clicking Download. For example, you can export only activated referrals from the last month, or only referrals associated with a particular incentive.

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