How to Filter a Customer Report by Referrer




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    Deanna Wickey

    I would like to be-able to run a report at the end of the month just on the field Referral - so I can see who referred people.  When my clients fill out their online form - they can enter who they were referred by.  So it would be nice to have this availability.  

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    Charles I

    Hi Deanna. This functionality does exist. You first need to add the person who referred the customer as your creating or editing a client profile. You will add the name in the field under Referred By:

    Once the name of the referrer is added to the client's profile, you can run a report to see all of the clients who have been referred by that specific customer. Just follow these steps: 

    • Click Reports at the top of the screen.
    • Select Customers on the left side of the screen. 
    • Enter the name of the Referrer in the field under Mail/Address/Ref.By/Gen.Tag/Name. Then click Run Report.
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    Michelle Nascimento

    You did not answer Deanna’s question, you just repeated the information above. There is not a way to run a report that shows how many referrals an employee has accumulated during a certain time frame. We don’t care about the specific customer, we need to know how many referrals the employee has gained.

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    Charles I

    Hi Michelle.Thank you for your feedback. I don't think Deanna made it explicit if she was referring to customer or employee referrals, but I'll send a feature request on your behalf for this feature. Thanks and have a great day. 

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