The Referrals Report helps you track referral relationships within Swivel by showing who has referred contacts to your organization and who has been referred.
Use this report to:
Identify your top referral sources
Track referred contacts
Measure referral activity
Recognize clients who generate referrals
Export referral data for reporting and follow-up
Build referral-focused Dynamic or Static Lists
🔍 Tip: The Referrals Report can be converted into a Dynamic or Static List. See Contact Lists to learn more.
Understanding the Referrals Report
The Referrals Report contains two views:
Referring Contacts
Displays contacts who have referred one or more people to your organization.
This view helps answer questions such as:
Who are my top referral sources?
How many referrals has a client provided?
Which clients should receive additional recognition or follow-up?
Referred Contacts
Displays contacts who were referred to your organization and identifies who referred them.
This view helps answer questions such as:
Who referred a specific contact?
Which referred contacts have become clients?
How many referrals came from a particular source?
🔍 Tip: Referral relationships are established using the Referred By field on the contact record.
Accessing the Referrals Report
Navigate to Reports.
Locate the Referrals Report.
Select Run Report.
Referring Contacts View
The Referring Contacts tab displays all contacts who have submitted one or more referrals.
From this view, you can:
View referral counts
Search by contact name
Sort referral sources
Export results
Apply Contact and Product filters
Open contact records directly from the report
Sorting Options
You can sort by:
Contact Name
Number of Referrals
Contact Category
Contact Status
Additional Actions
Expand a contact to view referral details
Select a contact name to open the contact record
Export results using the Action Menu
Referred Contacts View
The Referred Contacts tab displays all contacts that were referred to your organization.
From this view, you can:
View who referred each contact
Search by contact name
Sort referral results
Export results
Apply Contact and Product filters
Open contact records directly from the report
Sorting Options
You can sort by:
Contact Name
Referred By Contact
Contact Category
Contact Status
Additional Actions
Select a contact name to open the contact record
Export results using the Action Menu
Filtering the Referrals Report
The Referrals Report supports Contact and Product filters.
Use filters to narrow results based on referral source, product ownership, assignments, statuses, tags, and other criteria.
For a complete list of available filters and filter definitions, see Understanding Filters in Swivel.
Exporting the Referrals Report
To export referral data:
Open the Referrals Report.
Apply any desired filters.
Select the Action Menu.
Click Export.
🔍 Tip: The report will be exported as a CSV file.
Best Practices
Many organizations use the Referrals Report to strengthen referral relationships and identify growth opportunities.
Consider using this report to:
Identify your most valuable referral partners
Thank clients who regularly provide referrals
Monitor referral activity over time
Build marketing campaigns for referral sources
Track referred prospects and clients
🔍 Tip: Referral tracking is only as accurate as the data entered into the Referred By field. Encourage users to consistently record referral relationships when creating new contacts.
FAQs
What is the difference between Referring Contacts and Referred Contacts?
Referring Contacts shows who provided referrals.
Referred Contacts shows who was referred and by whom.
How does Swivel determine referral relationships?
Referral relationships are based on the Referred By field on the contact record.
Can I export referral data?
Yes. Use Action Menu > Export to export the report results.
Can I create a list from referral results?
Yes. The Referrals Report can be converted into a Dynamic or Static List.
Why don't I see referral information for a contact?
Verify that the contact's Referred By field has been populated correctly.
Can I import Referred By data into Swivel?
No, the values in the Referred By field on a contact cannot be imported into Swivel via our contact import.
Related Articles
Understanding Filters in Swivel
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
🔍 Tip: You can convert the Referrals Report to a Dynamic or Static List. Visit our Contact Lists section to learn more.