Generate a report showing how clients were referred.


Click on the Reports Link

Client Referrals

Click on Client Referrals

Note: Use the Navigation Sidebar to quickly navigate to other Reports without having to return to the main Reports page.

Generate Report

Generate Report

1. Select the Start Date.

2. Select the End Date.

3. Click on Generate Report

Generated Report

Generated Report

* Click the Show Details link for more information.

* Click the Don't group by source to display by referral category.

Note: You can export this report by selecting a format and clicking export.


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