This report shows you a summary of all membership referral activity generated by your organization between a time frame that you specify. Results can be grouped by profile name or by referral type and can display information at the summary or detail level.
Running this report gives you a good overview to gage the effectiveness of your organization's value proposition.
How to Run
From the File Menu, choose Reports > Referral Reports > Referrals By Date
Upon running the report, it will prompt you for the following parameter(s):
- BeginDate (BeginDate) - Enter a start date to find summary information in.
- EndDate (EndDate) - Enter an end date to find summary information in.
- How would you like the report grouped? (Primary_Grouping) - Choose how you want the displayed data grouped, by profile name or by referral type
- Enter Report Version: (Report_Version) -Do want to display information at the summary or detail level.
Here is a sample of the report's output:
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