Content Comparison

Description

The Referral Partner Report records how many leads a specific referral partner provides. Creating a partner in a Web Application or Mobile Application as Referral Partner will add them to the Referral Partner Report. It also records the conversion rates of the leads sent over by your referral partners. This enables you to understand how leads provided by the referral partner are performing.Clicking on

Click any of the counts displays to display the Leads Details popup. See the Leads Details article for more details.

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Report Filter	Description
Date	Defines the time period of the report. Always defaults to the current date when it first opened. Image Modified
Branch	Always defaults to My Branches when it first

opened

opens.

Branch

The branching filter lists

out

all the branch permissions of the logged-in user by which the user can filter grid results based on the primary branch of the application. Image Modified
Campaign	Always defaults to All when first opened. Campaign filter lists out all the campaigns that have matching branch permissions with the logged-in user by which the user can filter grid results based on the campaign the application belongs to Image Modified

Report Columns

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Columns Displayed by Default

• Additional columns can be added to the report.

• Column totals are listed at the bottom of the report.

• The Totals row contains the aggregated data of the respective columns.
  

Ability to Group by Column

The Referral Partner Report results can be grouped by column.

1. Select the column header that you would like to group the results by. In this example, we will use Primary Agent Name.

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2. Drag the column by the column header into the row above.

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3. This will now sort the results by Primary Agent Name.

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