Referrer Revenue Report

Use the Referrer Revenue report to see who is referring your Clients to you. This can now include Clients as referrers.
 
To add the Referred by (Client) field to your Client Details use the same Method as adding the Preferred Consultation Type field.
Referrer Revenue Report
1

Choose type of referrer

1. Choose type of referrer
Select either Medical Referrers (those that you enter in via Data Maintenance) or Client Referrers or All
2

Select Date Range

2. Select Date Range
Choose the relevant date range
3

Display Report

3. Display Report
Click Display Report
4

Search Results

4. Search Results
Search Results show the name of the Referrer, whether they are a Medical or Client referrer and the value of their referrals for the selected date range.
These fields can be sorted by clicking on the column name.
5

Total Value

5. Total Value
The total value of the resulting referrers
6

Graphical Representation

6. Graphical Representation
The value of the referrers shown in relation to one another in a Pie Chart.
7

Find

7. Find
Use the Find to search for a particular word within the results
8

Preview

8. Preview
Displays the search results for printing, saving or emailing.
9

Print

9. Print
Print the search results. The pie chart does not print out.
10

Export to Excel

10. Export to Excel
Export the Results
11

Close

11. Close
Close the report