Referral business summary

NOTE: If you require instructions on how to access this page, click here.

1. The Referral business summary page opens. To filter the referrals being displayed, use the Month and Year drop-down list boxes.

2. Click Display. The following information is automatically summarized based on the specified time frame:

• Sent (quantity)

• Received (quantity)

• Total referrals

• Closed/paid

• Fees paid

• Fees received

• Net commission on received referrals

• Total of all referral income

3. Click Close.

Action menu item:

View report