Any TheraNest user may access and run the referrers report. 

Archived Clients: Included

This report shows the number of referral each source brought in during the date range set. 

  1. Click on Reports in the primary navigation bar
  2. Under the Referrals section click Referrers
  3. Set the Referral Registration Date.
  4. Click Run Report 

You download the CSV or  PDF version directly to your computer by clicking the
CSV and PDF on the upper right tab.

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