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Classic - Referral Partner Report: Partner Reporting

Classic - Referral Partner Report: Partner Reporting

Owned by Rebecca Kornblum
May 03, 2024
3 min read

 

The Referral Partner Report records how many leads a specific referral partner provides. Creating a partner in a Web Application or Mobile Application as a 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.

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

Retrieve Report Based on Selected Filters

Enter the Date, Branch, and Campaign information to run a specific report.

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.

Report Filter

Description

Report Filter

Description

Date

  • Defines the time period of the report.

  • Always defaults to the current date when it first opened.

 

Branch

  • Always defaults to My Branches when it first opens.

  • The branching filter lists 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

 

Report 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

Description

Column Name

Description

Referral Partner Type

Type of Referral Partner selected from the drop-down list of Referral Partner Types

Referral Partner Name

Name of Referral Partner

Referral Partner Status

Dispalys the Pipeline Status where the application is currently

Referral Partner Branch

Branch of the Referral Partner

Primary Agent Name

The agent that was initially assigned to a lead

Referral Partner Company

Company of the Referral Partner

Total Leads

The total amount of leads

Conversion Rate

Amounts of lead provided/funded

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.

     

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

     

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

See Creating a Partner: Web Application or Mobile Application. This will show you the fields associated with your Partners.

 

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