Referral Report

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The Referral Report shows a list of clients who were referred during a selected date range.
To generate:
  1. Enter dates in for a date range
  2. Use the # of Referrals required to display only a list of clients who referred that number of clients or more to your business
  3. Click Generate
Use the Sort By drop down to sort the list by number of Referrals, Client First Name or Client Last Name. 

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