Referral Partner Report

Description

The Referral Partner Report records how many leads a specific referral partner provides. 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. Creating a partner in a web application or mobile application as a referral partner adds them to the Referral Partner Report.

This article covers:

How to View Referral Partner Reports

Select Referral Partner Report from the inSight dropdown menu.
The Referral Partner Report page opens.
Select the filters you would like to see on the report. (See the Referral Partner Report Filters table below.)
Click Run Report.
The screen displaying the report data opens. (See the Referral Partner Report Columns table below for a description of the data contained in each column.)

Notes

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

Report Filter	Description
Date	Defines the time period of the report Defaults to the current date when first opened
Branch	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	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

Certain columns appear in the Referral Partner Report by default. Additional columns can be added to meet the user’s specific needs in any report.

Results can be grouped by column by dragging the column header above the column names. Column totals are listed at the bottom of the report. The Totals row contains the aggregated data of the respective columns.

Columns Displayed by Default

Column Name	Description
Referral Partner Type	Type of referral partner
Referral Partner Name	Name of referral partner
Referral Partner Status	Status section that the lead is currently in
Referral Partner Branch	Branch of the referral partner
Primary Agent	Agent initially assigned to a lead
Referral Partner Company	Company of the referral partner
Total Leads	Total amount of leads
Conversion Rate	Amounts of lead provided/funded

Additional Columns

You can filter down to add columns to a Referral Partner Report.

Click the three dots to the right of any column header.
Click Columns.
Place a checkmark next to the column name you would like to add.

How to Group by Column

The Referral Partner Report results can be grouped by column.

Select the column header that you would like to group the results by. In this example, we will use Primary Agent Name.
Drag the column by the column header into the row above.
This will now sort the results by Primary Agent Name.