The Referrals by account report will allow you to see which Referrals are being paid out on each Account. It will display each individual payment so Accounts with multiple Referrals being paid out will have the Agency amounts split out.


Top Menu >> Latest run



You can view previous runs using the drop down menu on the top left of the page. You can also download the report into excel by using the Download button on the top right of the page. Clicking into any of the column headers will sort the column.




See also: