Referral Report

Referral Report

Location: Reports > Appointment & Client Reports

This report shows a list of clients who were referred during a selected date range. You can also export or print this report for easy sharing or record-keeping.

                                                                                                                                                       

How to Generate the Report

1. Enter the start and end dates for the date range you want to report on.
2. Specify the # of Referrals to display only clients who referred that number of clients or more.
3. Click Generate.

Sorting Options
Use the Sort By drop-down to organize your report:

• # of Referrals – Displays results in descending order (highest to lowest).
• Client First Name – Displays results in alphabetical order by first name.
• Client Last Name – Displays results in alphabetical order by last name.

Pro Tip: Client names are clickable hyperlinks—select a name to quickly open that client’s profile card.

Note: This report only includes referrals added within the date range you select.

Report Columns Explained

• # of Referrals – Shows how many clients each person referred that meet the minimum referral requirement within the selected date range.
• Client Name – Displays the first and last name of the client who made the referral.
• Date – Shows the date the referral was documented on the referred client’s record.
• Referred – Lists the first and last name of the clients who were referred.

Note: At the bottom of the report, you’ll see the total number of referrals within the selected date range, giving you a quick summary of referral activity.

 

Pro Tip: Referral data will only populate on the Referral Report when a referred client visit has been created and a referral has been added to the client profile. Click here how to add a referral.