Standard Reports

Found on the Navigation Bar under Report > View Reports NEW > Referral Reports

Outbound Referrals Report - Legacy Referrals - Webi Report

Participant Referral History - New Referrals - Webi Report

Participants Referral List - Legacy Referrals - Crystal Report.

Custom Reports

Universe: Use the Standard Participant Universe or a custom report with referral details.

Standard Universe

In the standard Universe, you will find the following details available for reporting.

New Referral Objects

Legacy Referral Objects

Creating a Universe for Referrals

Subject Area: Participant, Entity, Family - Choose the appropriate subject area for who you are attempting to report on. If Participants are being referred choose Participants. If families are being referred choose family. If Entities are being referred, choose Entities.

Focus Area: Choose Referral (NEW) and/or Referrals to report on New and Legacy referrals.

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