Managing Your Practice > Tracking Referrals > Referral Reports
The Referral Demographic report enables you to generate a report of referral sources based on referral demographic criteria, such as referral category, birth month, personal or professional interests, and so forth.
To see a sample report, click here.
To print the Referral Demographic report:
Select Reports > Referral > Referral Demographic. The Report Criteria fields are displayed.
From the drop-down list in the Referral Category field, select the referral category for which you want to see data on the report.
From the drop-down list in the Interest field, select the activity or hobby of interest for which you want to see data on the report.
Select a marital status, birth month, and sex.
Select Include Inactive Referrals if you want to see inactive referrals displayed on the report.
Select the ranking criteria you want to see displayed on the report.
Select how you want to group the information by choosing the options in the Group By section.
Click Generate Report.