The Contact Referrals report shows a summary or detail information about customers and their referrals.
- Open the library with reports.
- Select Contact Referrals.
- Define criteria for generating the report, as follows:
Report Select the report type you want to generate: - Summary
- Detail
For period from … to Define the time period which you want to generate the report for. - When complete, click Apply. The system generates the report depending on the selected type, as follows:
The Contact Referrals (Summary) report shows the table with aggregated information about contact referrals, as follows:
Referred by Ident | The referral source that brought the contact. |
Count | Number of contacts per each referral source. |
The Report Total row shows the total number of new contacts over the selected time period.
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The Contact Referrals (Detailed) report shows the table with detailed information about contact referrals, as follows:
Referred by Ident | The referral source that brought the contact. |
Date | Date when the contact was created. |
Details | Memo about the contact. |
Client Name | Name of the client (contact). |