Description

This report shows referral sources for new clients that have had their first appointment within a specified date range and with the option to group the data by site.

This Report can show detailed data or a summary format for all or selected sites.

Running the Report

• Go to Reports >> Reports and select Quality from the Report Category list.
• Then select Referral Source - Clients in the Report to Run list.
• Set up the filters to select the data to be run for the report.
• Click on Run Report to generate the report.

Filters

Type	Description
For Vendor	This filter allows you to run the report for a specific Site or Site Group
For Site	This filter allows you to run the report for a specific Site.
Date Range	This filter allows you to select a date range for which to run the report.
Set Period to	This filter allows you to set the date range to a specific Period (e.g.: Calendar Year, Financial Year, etc.).
Show Detailed Report	This filter allows you to specify whether each referral source should be detailed in the report with its associated appointments.
Group By Site	This filter allows you to specify whether the report data should be grouped by site.

 

The Generated Report

From within the report, you can click edit to open the Client details.

Detailed Report

Summary Report