Referral Partner Report

The Referral Partner Report records how many leads a specific referral partner provides. It also records the conversion rates of the leads provided by the referral partners. This enables you to understand how leads provided by the referral partner are performing.

Clicking on any of the counts displays the Leads Details popup. See the Leads Details article for more details.

Retrieve Report Based on Selected Filters

Users can export reports as an Excel file by clicking the Excel Export button. The report view can also be saved/loaded/cleared. See the Saved Report Views article for more details.

Filter	Description
Date	Defines the time period of the report Always defaults to the current date when first opened
Branch	Always defaults to My Branch when first opened Branch 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
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

Columns

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.

Column Name	Column Filter Type	Description
Referral Partner Type	Multi+search	Type of referral partner
Referral Partner Name	Multi+search	Name of referral partner
Referral Partner Branch	Multi+search	Branch of the referral partner
Referral Partner Company	Multi+search	Company of the referral partner
Total Leads	Number	Total amount of leads
Conversion Rate	Number	Amounts of lead provided/funded

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