- Got to CRM > Reports > Referral Partners
- To view a report, just click the report title.
- To clear the search results, click on the Start Over button.
- To create a filter for this report, click on the Edit Criteria/Columns button.
- Use the tabs at the top to navigate through all of the available filters.
- Click on the Columns tab to customize which fields appear on the report.
- Once you have completed setting up your report, click the Save button (and check the box to add the report to your dashboard.)
- Click the Actions button to see all of the available options. For example, you can export the report into a .csv file from here.
