TABLE OF CONTENTS


Overview


This guide explains how to view customer referral reports in Core, including navigating to the report, setting search criteria, and downloading the report.


Step 1: Navigate to the Reports Module

  • Go to the Reports Module.


 

Step 2: Access the Customer Referrals Report

  • Click on the Customer Tab.
  • Scroll down to the Customer Referrals Report.



Step 3: Enter Search Criteria

Enter your search Criteria in the following field to filter your Search Results.

  • Referred By: Type in the name of a specific Customer to view their report.  
  • From: The Start Date for the search.
  • To: The End Date for the search.



If Customer Name is left empty, then the Report viewed will be for all the Customers present in the system.


Step 4: Choose Customized Columns

Choose the desired Customized Column Names from the drop-down menu next to the Columns field to be included in the Report.



Custom Columned Reports can't be downloaded in PDF.



Step 5: Generate and View the Report

  • Once done, click on the Generate & View Reports Button.



  • To generate the Report, select the format you want to Download it.



  • After generating the Report, you can download it by clicking the Download Icon.



The generated Report can be downloaded multiple times within 30 Days.


A Customer Referrals Report will appear like mentioned below.