External Referrals Report

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Location in standard build: Reports > Referral Reports > External Referrals

The External Referrals Report shows any external referrals or signposts recorded on your Charitylog system. These can be recorded in two ways;

  • Using the "Signposting/External Referrals" feature on the Record a Contact screen
  • Using Information Links (also from the Record a Contact screen)


File:ERR 1.png


Control of reporting output

Filters

You can filter the data by;

  • Date Range
  • Staff Member (the Staff entered in the "Done By" box on the Record a Contact screen)