Standard Reports
Found on the Navigation Bar under Report > View Reports > Referral Reports
Outbound Referrals Report - Legacy Referrals - Webi Report
Participant Referral History - Internal 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 Internal Referrals and/or Referrals (Legacy) to report on New and Legacy referrals.
Note: Results will not reflect the same changes made to Referrals made in the UI. (Internal Referrals will still show as Referrals (New) in Results)