Report on referral source

Question

Hi

I am wanting to create a report of referral sources on our quotes, orders and invoices within sales.

Can someone please steer me in the right direction on which report I can use to obtain this information.

Thanks

Steven_M · Answer

Hi @KathyGibbons

The Referral Source is a column that can be added to reports such as the Sales [Customer Summary] report. This can be added by running the report, selecting Insert/Modify>>Show Hide before selecting that column from the list, and then Show.

Alternatively, you could look at filtering just by a particular or certain Referral Source. This is done by running the report such as the Sales [Customer Summary] report, selecting Filters>>Additional Filters>>Referral Source and selecting the appropriate source(s) before selecting Run Report.