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Contacts by Referred By Report (Top-N Report)

Redtail CRM offers you a large number of Standard Reports to assist you with quickly accessing information that is relevant to your day-to-day operations.  One such report is the Contacts by Referred By Report.  

To access the Contacts by Referred By Report, click the Standard Reports option under the Reports menu from your top navigation menu to see all of the available Standard Reports within your database:


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On the resulting page, your Contacts by Referred By Report is accessible within the Top-N Reports section:


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After clicking Contacts by Referred By, your report will open up, divided in groupings by Referrer.  Note that, because this is a Top-N Report, these will be listed in order of those who have referred you the most clients.  Here's a look at a sample portion of a Contacts by Referred By Report:


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To see the Clients referred by a given Referrer, you simply need to click the plus (+) icon to the left of the Referrer's name (the number of referred contacts they have is listed in parenthesis to the right of their name).  In the example below, I've clicked the plus icon to the left of Phyllis Simon:


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As you can see, Phyllis has three referred clients listed here with relevant details.  You can click a client name to access their Overview page.  You can see similar contact information for any of the other Referrers listed by simply clicking their corresponding plus icon.

 

To the right of your report, you should see a Filters and an Options widget:


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By default, the top 20 Contacts by Referred By are displayed in the report.  You can select a different number from the Top pulldown box and Apply the Filter to see a different number of results in the report.

From the Options widget, you can send your report data to Excel.
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