Before You Begin
Make sure you have:
Access to the Reports module in Dazos CRM
Activities that have been logged and associated with Referral Sources
BD reps assigned to activities you want to track
Steps
Method 1: Group by Assigned To (Recommended)
Navigate to Reports in the left navigation menu
Click Add Report
Set Primary Module to Activities
In the Group By section, select Assigned To - this will show you events per person (e.g., "Anna had 5 events, Sam 10, Ben 15")
Add Referral Source as a Secondary Module to prevent other objects from pulling into the report
Add filters to refine your results:
Task Type - to ensure you're only counting the right activity types
Date Range - to focus on a specific time period
Any other relevant activity filters
Configure your report columns to show the data you need
Save and run your report
Method 2: Group by Related To Field (Alternative)
Navigate to Reports in the left navigation menu
Click Add Report
Set Primary Module to Activities
In the Group By section, select Related To field - this links activities back to Referral Sources
Add filters to narrow down results:
Task Type - to include only relevant activity types
Assigned To - to filter by specific BD reps
Additional filters as needed
Configure your report columns and save
⚠️ Note: Method 2 might pull in all events in the system grouped by various objects (leads, accounts, referral sources, etc.), so Method 1 is generally preferred for cleaner results.
Expected Result
Your report will show:
Method 1: A breakdown of activity counts per BD rep, filtered to show only referral source-related activities
Method 2: Activities grouped by the referral sources they're associated with
You can export the results to Excel or CSV for further analysis if needed.
Troubleshooting
Report showing too many activities: Add more specific filters like Task Type or date ranges to narrow down results.
Missing activities: Verify that activities are properly associated with Referral Sources using the "Related To" field.
No data showing: Check that BD reps are assigned to the activities you want to track.