Description
This report shows referral details for clients based on the client creation date or the first appointment date.
Running the Report
- Go to Reports >> Reports and select Quality from the Report Category list.
- Then select Client Referral Detail in the Report to Run list.
- Set up the filters to select the data to be run for the report.
- Click on Run Report to generate the report.
Filters
| TYPE | DESCRIPTION |
|---|---|
| For Vendor |
This filter allows you to run the report for a specific Vendor. |
| For Site |
This filter allows you to run the report for a specific Site. |
| For Referrer Type |
This filter will allow you to select a specific referrer type for the report, eg: Client, company, debtor etc. |
| Group By |
This filter allows you to group the report data by referral source or referrer type. Please note that this filter will change how the totals are displayed. |
| Restrict By | This filter will help you to restrict your report by the client date created or by the first appointment date |
| Date Range |
This filter allows you to select a date range for which to run the report. |
| Set Period to |
This filter allows you to set the date range to a specific Period (e.g.: Calendar Year, Financial Year, etc.). |
|
Group By Site? |
This filter allows you to specify whether the report data should be grouped by site. |
|
Order by Client? |
This filter allows you to order the report data by client. |
| Show Counts? |
This filter allows you to specify whether the Referral counts should be included in the Report. The counts will show on the last page of the report as a total. |
The Generated Report
From within the report, you can click edit to open the Client details.
