Before You Begin
You must have access to the Reports module in Dazos CRM
Ensure the fields you want to report on (such as Last Date, Task Type) exist in the Referral Sources module
Remember: A report's rows come from the Primary Module, so you can only filter on fields from that module
Steps
Navigate to Reports: Go to Reports → Add Report
Set Primary Module: Set Primary Module to Referral Sources (not Intake Opportunities). Configure Related Modules: Leave Related Modules blank - you don't need a related module for referral source activity reports
Add Filters: In the Filters section, add any criteria you want (for example, date range or specific referral source types)
Select Columns: In the Columns section, add the fields you need:
Referral Source Name
Last Date
Outreach Rep
Task Type
Any other referral source fields relevant to your report
Generate Report: Click Save & Generate Report
Verification / Expected Result
After generating the report, you should see:
One row per referral source record
Data showing referral source activities and assignments
The ability to filter and sort based on referral source fields
All requested columns are displaying the correct information
Troubleshooting / Common Errors
⚠️ Missing Fields: If you don't see "Last Touch Date" or "Task Type" in the columns list, these fields must exist on the Referral Sources module first. They won't appear as options unless they're configured in the module.
⚠️ Wrong Primary Module: Do not use Intake Opportunities as the primary module for referral source activity reports. This will not give you the correct data structure and filtering capabilities.
💡 Pro Tip: Since the report rows come from the Primary Module, using Referral Sources ensures each row represents a referral source, making it easy to track activities and assignments per source.