The following table defines the full range of Referral reports available in Top Producer 8i, a description of each report, and the locations from which the report can be produced.
|
Report Name |
Produce From |
Report description |
|
Referral Summary Report |
A report which displays the Referred Contact’s name, address, and contact information; the Referring Party’s name, Referral Direction, and Referral Date. |
|
|
Referral Business Summary Report |
As above. |
A report which display the total referral business for a specific Month and Year (including Net Commission for the referrals as well as Total Referral income). |
|
Referring Parties by Source Report |
As above. |
A report which displays your total commission and fees sent and received for the Referral Parties for the source specified. |
|
Detailed Referral Report |
A detailed report containing the referral details such as Referred Contact’s name, address and contact information; the Referring Party’s name, Direction and Referral Date; the Commission and referral fee for the specific referral, as well as any referral notes. |
|
|
Referred By/To Details Report |
As above. |
A detailed report for the Referring Parties selected that display their name, contact info, number of total received and sent referrals, total fees paid and the contacts they have referred. |
|
Referral Notes Report |
A list report containing all notes entered for a selected referral. |