Before You Begin
You must have access to the Reports module in Dazos CRM
Ensure you understand the difference between "Created Time" filtering (when the intake opportunity was created) vs. other date fields
Consider which Business Development Rep assignments you want to track
Steps
1. Create a New Report
Navigate to Reports → Add Report to begin building your custom referral source activity report.
2. Set Primary Module to Referral Sources
Set the Primary Module to "Referral Sources". This ensures each row in your report represents a referral source record.
3. Link Related Modules
Add the following related modules to access intake and referral data:
Intake Opportunities - to track referral activity
Leads - to capture additional referral sources
4. Configure Criteria for Time-Based Filtering
For referral sources active within the last 6 months:
Set "Referral Source is not empty"
Set "Created Time is less than 180 days ago"
For referral sources that referred historically but NOT within the last 6 months:
Set "Referral Source is not empty"
Set "Created Time is greater than 180 days ago"
5. Select Report Columns
Include the following columns for comprehensive referral source tracking:
BD Rep (Assigned To field)
Referral Source (name of the referring source)
Intake Opportunity (linked opportunity record)
Outcome (status such as Admitted, Unqualified, Deal Lost)
Created Time (when the referral was received)
6. Group by Business Development Rep
Set "Group By" to "Assigned To" field. This allows you to filter results by specific BD Reps and organize the data by rep assignment.
7. Save and Generate Report
Click "Save & Generate Report" to create your custom referral source activity report.
Verification / Expected Result
After generating your report, you should see:
Referral source data organized by the time criteria you selected (last 6 months vs. historical)
Records grouped by BD Rep for easy filtering and analysis
Comprehensive data including source names, outcomes, and timing
The ability to use the "Show Graph" option for visual presentation
💡 Pro Tips
Presentation Mode: Use the "Show Graph" option when presenting these reports to your team
Date Flexibility: Adjust the "180 days ago" criteria to different timeframes (90 days, 1 year, etc.) based on your needs
BD Rep Filtering: The grouping by "Assigned To" makes it easy to filter for specific BD Rep performance
Troubleshooting / Common Errors
⚠️ Report Times Out: If your report generates a 504 Gateway Timeout error, the dataset may be too large. Try adding more specific filters or contact support for assistance.
⚠️ Missing Referral Data: Ensure that "Referral Source is not empty" is included in your criteria to filter out records without referral information.
⚠️ BD Rep Not Appearing: Verify that the "Assigned To" field is properly populated on your referral source records.