< Revenue by Referral Type < View Revenue by Referral Type by Date Range

 

 

 

Navigation REPORTS > REVENUE

 

How do I view the Revenue Report of Referral Types within a date range?

 

  • Click the 'from' date in the first panel and then the 'to' date in the second panel

  • Click "Show Report" to see all revenue within the date range specified

The Revenue Report by Referral Type explained

 

  • Referral Type - The list of referral types alphabetical order, as they were set up in your database. Click this link for further information on setting up Referral Types.

  • Jobs - The total number of jobs that appear in the schedule for the period you are looking at.

  • Total - the total revenue of the jobs in the schedule for the period you are looking at.

 

The pie graph shows:

  • the amount of revenue generated by each referral type during the period you are looking at, as a percentage.

 

If the graph is not displaying, please refer to this explanation.