The Referral Report will show you a list the different client and non-client referrals you received over a certain period of time.
- This will allow you to see the top client referrers and top marketing (non-client) strategies for obtaining new clients.
- Report filters include the date range of the referral, type of referrals to include and including breakdowns.
Running the Referral Report
- Click on Menu > Reports.
- Click on the Edit pencil next to the Referral Report. If you don't see this report, you can create it from the Reporting Dashboard.
- Click New Run.
- Enter desired Report Run Name. Clear or enter the appropriate date range filter and select the type of referrals.
- Click Generate.