Skip to main content

Estimates By Referral Source

Kayla Bergenske avatar
Written by Kayla Bergenske
Updated over a month ago

To access your "Estimates by Referral Source" Report. You will follow the tabs at the top:
​Reports (RED) --->Estimates (YELLOW) --->Estimates by Referral Source (GREEN)
​

You can search by date once on this page (RED), you can select your branch if you have multiple branches (GREEN), then you click view (YELLOW). You can also export to PDF or CSV (ORANGE).
​

Did this answer your question?