Generating a Report of Your Top Referral Sources

You can generate a report of your top referral sources.

To generate a referral source report

  1. From the Contacts menu, click Referrals.

    2. The Referral manager opens.

  2. Click the View top sources action menu item.

  3. From the Top sources page, select the sources you want to include in the report. Click Select all to include all displayed sources.

  4. Click the View report action menu item.

    5. Top Producer 7i generates the report. Use the toolbar buttons to manage your report. For more information, see "Managing Your Reports".