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 (Top-N) Report.  

To access the Contacts by Referred By Report, click the Reports option from your Left Menu Bar to see all of the available Standard Reports within your database: 

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

After clicking Contacts by Referred By, your report will open up.  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: 

Above your report, you'll see several Options: 

 

 

The "filter" button presents you with a modal that will allow you to filter this report by your Top 5, 10, 20, 30, 50 or 100 Referrers:

 

 

Clicking export will download the data and allow you to open it up in Microsoft Excel. 

 

The pdf button downloads a report, suitable for printing.   

 

Search sends the currently displayed contact names in your report to your Advanced Search page, where you can take further actions with those contacts.