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Customer Source Report

To get a report of your customer sources click Reports in the left menu.Reports in the LawnPro left menuIn the Other Reports section, click Customer Source.Customer Source on the Reports pageSelect the Date Range you would like to be on the report.

This will show the customers added during the date range chosen.

By default it will show Current Year to Date.Customer Source report filtersSelect the Customers you would like on the report.

By default it will show All Customers (that were added in the date range selected.)Select the Customer Source.

By default it will show all Sources (for the customers and dates selected)Use the Export dropdown to download an Excel or CSV file, or Download / Print to download a PDF or print it. Export menu on the Customer Source reportHere is how to add/edit a customer’s source:

Go to Customers > Customers.

Find the customer and click the pencil button. 

In Customer Source, choose a source from the dropdown, or click the green + to add a new one.

This page saves automatically when you click outside of the field you updated. 

Updated on October 14, 2026
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