icon found in the Referral Record's header.Referral reports can be generated based on either a group of referrals (summary reports and statistical reports) or individual referral records (detailed referral reports). Reports can be generated from the Create Report action link of either the Referrals section on the
Contacts landing screen or the Referrals Summary screen, or from the Print Report icon found in the Referral Record's header.
It is best to create a Referral report from either the Referral Summary screen or from the Contacts landing screen. The procedure below describes how to generate a referral report from the Referrals section of the Contacts landing page.
Open the
Contacts landing screen.
How?
From the main menu, click the Contacts icon.
In the Referrals section, click the Create Report action link.
Use the Report drop-down to select from the list of Referral Reports.
Tip: If you are creating a Referrals Summary Report or Referring Parties by Source Report, you have the option of skipping the search step and just creating a report for all of the referrals in your database. To do this, select the All Referrals radio button and click the Done button to produce the report. If you are creating a Referral Business Summary Report, you need to select a Month and Year and can click Done to generate the report.
Ensure Selected Referrals is selected and click the Search for Referrals button.
Your referrals are displayed in the Create Referral Report screen.
If you have a large number of referrals to work with, you can narrow down the set by selecting a filter option from the Show drop-down list.
Select the check boxes of the referrals for which you want to create a report and click the Generate Report button.
Tip: To generate more than one type of report from the same search results, click the Generate Report & Create Another button.
Once the report is generated you can:
Download the report to a
CSV(a simple file readable by virtually any database or spreadsheet program) or
XLS(a Microsoft Excel file) format.
More Info:
From the drop-down list box at the top of the screen, select the file format in which you want to download the report, and then click Download Report.
Click Open to view the report in the selected file format, or click Save to save the report in the selected file format.
Print the report by clicking the Print 
icon.
Save a copy of the report in PDF format to your hard drive or another location by clicking the Save 
icon.
To create a Detailed Referral report:
If you would like to quickly create a detailed referral report, it is easiest to do so from the Referrals Summary screen.
Open the Referrals Summary screen.
How?
From the Main Menu bar, go to Contacts > Referrals Summary.
Click the Print icon that is adjacent to the referral you would like to print.
Note: To print the Referral Notes, view it and then click the Print Report icon that is located in the referral’s header.
Once the report is generated you can:
Download the report to a
CSV(a simple file readable by virtually any database or spreadsheet program) or
XLS(a Microsoft Excel file) format.
More Info:
From the drop-down list box at the top of the screen, select the file format in which you want to download the report, and then click Download Report.
Click Open to view the report in the selected file format, or click Save to save the report in the selected file format.
Print the report by clicking the Print icon.
Save a copy of the report in PDF format to your hard drive or another location by clicking the Save icon.
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