Accessing the Referrals Report
Select Reports from the left side navigation
In the Referrals Report tile, select Run Report
Viewing the Referral Report
After running the Referral Report, users can view and 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