How can I export a List of Referral Source Contacts? (Legacy Report)

  • Updated

Issue

I need to generate a list of all my referral source contacts that includes their contact information.

Environment

Kipu CRM, Roles: Super User, Combined +, Features: Analytics

Resolution

The Referral Source with Contacts Report will generate a list of all Referral Source Contacts accompanied by their contact information.

  1. Select the Analytics tab drop-down menu followed by Referral Source Reports. Afterward, select the Referral Source with Contacts Report.
  2. Once the Referral Source Contact Report is on your screen, right-click any area within the grid to access the pop-up menu. Then choose Export followed by Export to Excel or Export to CSV.

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