How do I review my organization's overall referrals?

To review your organization’s overall referrals, follow these steps:

1.      Go to the Admin Tools tab at the top.

2.      Go to Statistics under the Organization Management heading.

3.      View statistical data from a different time frame by using the drop-down menu for the Active Members Online and Referrals By Type statistics.

statistics

4.      Choose to view data from:

a.      This Week

b.     Last Week

c.   2 Weeks Ago-only for Active Members Online

d.   3 Weeks Ago-only for Active Members Online

e.  4 Weeks Ago-only for Active Members Online

f.      This Month–only for Referrals By Type

g.     Last Month–only for Referrals By Type

h.      Last 6 Months–only for Referrals By Type

active members online drop down menureferrals by type drop down menu

5.      Scroll down to view Referrals by Company.

a.      Search for referrals from a specific company by using the search bar.
View referrals by date or referral type by expanding the Show Advanced Options arrow.

b.     Click on the Export Results button to download a .csv file of your organization’s statistical referrals by company.

referrals by company

 

Didn't find what you’re looking for? Contact Biznomos Support online or call toll-free at 1-800-232-3989 for additional help.

You cannot comment on this entry