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KathyGibbons's avatar
KathyGibbons
User
2 years ago

Report on referral source

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

myob-ref-reportboard

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  • Steven_M's avatar
    Steven_M
    Former Staff
    2 years ago

    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.

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