Referral Reporting, Referral Incentives Reporting

There are two dashboard reports for referrals generated. 

                         

1) Steps to generate Referral Reporting report:

From the main navigation menu, hover over Reporting. Select Referral Reporting.

Here you will see total referrals generated, names of new prospects and redeemed incentives.

2) Steps to generate Referral Incentives Reporting report:

From the main navigation menu, hover over Settings. Select Referral Incentives Reporting.

Here you will see total referral incentives generated, names of customers who submitted referrals, and redeemed incentives. 

 

 

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