(65) NPO Referral Call Ledger

This Report is designed to generate the Total Numbers and Percentages of Referral Calls by Category for the New Account division.

  • This report can run for any date range and can compile data for any singular month or multiple months.

The recommended file format for this report is as a PDF (.pdf) file, however, you can also generate a Word (.doc) file or an Excel (.xls) file

  • As a Word (.doc) file the report will generate in an editable format.
  • As an Excel (.xls) file this will place the information in cell formatting into rows. Can be used for .csv file imports.
  • As a PDF (.pdf) file this will appear the same as the Word (.doc) file format, but will not be editable.

Report - 65

Report - 65

From the Tree View:

  1. Expand Reports
  2. Select Reports
  3. Select Report (65) NPO Referral Call Ledger
  4. Enter the Date Range
  5. Select the File Format (either Word DOC, Excel XLS, or PDF)
  6. Then, click SEARCH to run the Report

Note: A separate window will open where you can View, Print or Save the document.

Report- Referral Call Ledger

Report- Referral Call Ledger

Report Navigation:

  1. Referral Category
  2. # of Referral Calls
  3. % of Referral Calls
  4. Date of Earliest NPO included in Report
  5. Total Number for Report Period
  6. Date Range for Report
  7. Report Graph

Header & Footer Information:

a. Office Name and Contact information

b. Report Name

c. Date the Report was Run / Printed

d. Page Number of Report