Reporting on deals by a certain referrer
- Matthew Garrett
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Use one of the Workflow in progress or Analysis reports or whichever one of those types of reports that has the data columns that you want to see.
Then set the criteria to be the Application Referred By (Select) and pick out the Referrer;
This only works if you have filled in who the Referral Entity is.
You can use the Application -> Service Providers -> Referral Source -> 114411 Application
Referred By (select) field if they've put this information against each application.
If you have only put this against the client you will need to use
Client -> Service Providers -> Referral Source -> 602 Client Referred By (Select)
But if you use the client, there could potentially be applications that are marked as referred by another entity.