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