Accessing the Referrals Report
Select Reports from the left side navigation
In the Referrals Report tile, select Run Report
The Referral Report shows 2 sub reports - a Referrers Report and Referrals Report. The Referrers report shows all the contacts in your Swivel account who have given you a referral by linking the contacts using the "Referred By" contact field. The Referrals report shows all the contacts in your account who have been referred to you and by which contact.
Viewing the Referrers Report
After running the Referral Report, users can view the Referrers Report by select the Referring Contacts tab. Users can manage the list in the following ways:
Sorting
The default order of the Referrer contacts is A-Z by last name. Users can select the Referrer header to re-sort last name by Z-A.
Users can also sort the list of Referrers by # of referrals. Select the Number of Referrals column to change the order
Selecting the Category column header will resort the list by Contact Category
Selecting the Status column headers will resort the list by Contact Status
Search the Referral Report by Contact Name
Expand accordion to view contacts
Select any contact hyperlink to view contact information
Export this report using the 3 dot action menu -> Export
Filter this report using contact and product filters
Viewing the Referrals Report
After running the Referral Report from the Reports Menu, users can view the Referrals Report by select the Referred Contacts tab. Users can manage the list in the following ways:
Sorting
The default order of the Referral contacts is A-Z by last name. Users can select the Referral header to re-sort last name by Z-A.
Users can also sort the list by the Referred By contact
Selecting the Category column header will resort the list by Contact Category
Selecting the Status column headers will resort the list by Contact Status
Search the Referral Report by Contact Name
Select any contact hyperlink to view contact information
Export this report using the 3 dot action menu -> Export
Filter this report using contact and product filters