The Referrals Summary report assess the volume of referrals across Customer Accounts, Services, VRCs, and Offices.
The results show the summary of referrals falling both within a specified date range, and year to date (from Jan. 1 to the specified End Date). For best results and accurate year to date numbers, keep the date range within the same year. Most firms run the report on a monthly basis with a one month date range.
The number of referrals and percent of total referrals are shown in separate tables by VRC, Service, Customer Account, and Office, sorted by referral volume.
Parameters:
Start Date and End Date (required) are applied to filter results to referrals made within the date range (referencing the Referral/Create Date for the case).
Accounts parameter (optional) allows you to narrow results to a specific account or group of accounts. If left showing None Selected, all active and inactive accounts (including internal, administrative accounts) will be included.
^Let me pick inactive accounts^ checkbox determines whether inactive accounts are included in the choices for selection in the Accounts parameter. To see only active accounts, leave the checkbox unchecked (the default selection) and Select All (or a subset of) the accounts in the Accounts parameter.
Service parameter (optional) allows you to narrow the results to a particular service or services. If left showing None Selected, then all services will be included.
Note:
Cases not assigned to a branch office show as Not recorded in the Office column of the By Office table:
