Overview
This guide explains how to build a custom report in Dazos CRM that combines Referral Source and Intake Opportunity data. The outcome is a single report that helps track where leads come from and how they progress through the intake pipeline.
Before You Begin
• You must have an active Dazos CRM login
• Access to the Reports module is required
• Know your reporting goal (e.g., open opportunities, referral effectiveness, intake status tracking)
Steps
The following step-by-step guide will walk you through building a custom report that captures both modules in a single view.
1. Log In to Dazos CRM: Open your browser and navigate to your organization’s Dazos CRM link.
2. Access the Reports Section: Click on the Reports icon located on the left-hand navigation panel.
3. Create a New Report: Click on the “Add Report” button to begin building your custom report.
4. Name Your Report: In the Report Name field, enter a clear and descriptive title such as “Referral Source Report”.
5. Select the Related Module: Ensure that the related module is set to "Intake Opportunity". This allows you to pull in data from both Intake Opportunities and their linked Referral Sources.
6. Proceed to Filters: Click “Next” to move on to the filtering options.
7. Set Your Filters: Apply the filters necessary to narrow down your report based on your needs.
🎯 For this walkthrough, we’ll use a simple filter:
“Referral Source” is not empty
This ensures that only records with a defined referral source are included. However, you can adjust the logic based on your specific reporting goals.
8. Move to Columns Selection. After setting filters, click “Next”.
9. On the Columns section, make sure to select all the information you would like to display from the Referral Source and Intake Opportunity data.
10 . Choose Report Columns: Select the fields you want to include in the report from both Referral Source and Intake Opportunity data.
Suggested fields may include:
Intake Opportunity Name
Referral Source Name
Referral Source Type
Created Date
Intake Status
11. Once you have selected all the relevant data for the column, click on next.
12. Select Report Format: Choose the visualization style that best fits your needs—whether it's a table, bar chart, pie chart, or another format. This helps tailor the report to your audience or usage context.
13. Save and Generate the Report: Click “Save & Generate Report” to finalize the setup. Your custom Referral Source and Intake Opportunity report will now be available in your report list.
Verification / Expected Result
• The generated report should display Intake Opportunities linked with their Referral Sources.
• Data should reflect the filters and columns you selected.
• The report should be available in your saved reports list for future access.
Troubleshooting / Common Errors
• Missing Data: Check filters (e.g., “Referral Source is not empty”).
• Columns Not Appearing: Ensure you selected the correct module fields.
• Access Denied: Confirm you have reporting permissions in CRM.