How to Create a Report Showing Referral Contacts Assigned to a Specific User

Keeping track of the individuals who refer others to you can be a key part of maintaining strong relationships. If you'd like to easily pull a report of all your referral contacts, here's how to do it:

1) Navigate to Custom Reports

Note: If you want to learn more about Custom Reporting, check out this tutorial!

1. Go to the Reports module
2. Choose the Custom Reports tab

2) Edit and Run the Report

1. Ensure the Record type is set to Referral Contact
2. Choose Assigned To as the Condition
3. Choose Is for the Condition modifier
4. Choose the Senior Place User you want to report on
5. Click Run report

3) Evaluate the Results

After clicking Run report, you'll get a list of all Referral Contacts assigned to that Senior Place user. In this case we have several clients that are assigned to Sarah.

Note: If you want to include any other columns, you can do so by editing the columns. Learn more about that here.

Have more questions? Feel free to reach out to us at support@seniorplace.io!