Referral Reconciliation Report

This report displays a list of all the qualified referrals on record. The data contains critical information of both the referrer and referral such as referral code and referral date. The report is available to anyone with the "Referral Admin" role.

To access the Referral Reconciliation Report, follow these steps:

1. Log into Superpunch.
2. Navigate to: Reports -> Referral -> Referral Reconciliation Report.
3. Specify a Date Range and select Apply.
4. Select a Site.
5. Select a Client.
6. Select a Line of Business.
7. Select a Supervisor.
8. Select Apply Filters.

Once the report has generated, you have the option to search for data in the report by typing in the search bar. You can also download the report in Excel format by selecting the Export button.

Need more help? See the Superpunch Support Options article.