How to Create a Report for Referral Organizations in a Specific Zip Code

Tracking referral organizations within specific areas is essential for targeted outreach and streamlined operations. If you want to pull a report showing all the referral organizations within a particular zip code, it’s quick and simple to do. Here's how:

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 Organization
2. Choose Organization Details as your first Condition
3. Choose Zip as your second Condition
4. Choose Contains for the Condition modifier
5. Choose the Zip Code you want to report on
6. Click Run report

3) Evaluate the Results

After clicking Run report, you'll get a list of all your referral organizations in your selected zip code. In this example we have 1 community located in the zip code 98033.

Note: If you want to include any additional 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!