Create report of orgs who have received referrals

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vcsheather
vcsheather's picture
Create report of orgs who have received referrals

Hi,

I'm trying to produce a list of the names of every organisation that has received a referral in the previous quarter. 

I am running the following in Advanced Search

Display results as: Opportunity Applicants

Activities: Opportunity referral, previous quarter

 

This shows, on the screen, a list of people and the organisations they have been referred to HOWEVER I cannot seem to export the list of organisation names to pop into an excel sheet. 

 

I really need this for our end of quarter reporting, so please could anyone shed light on how to get this information?

 

Many thanks

Heather

Adidas

Lorna

It might take a bit of ordering in excel but if you go into reports choose activities - current month or year and then set your own dates under set filters and also choose applied for opportunity in activity type. Under the display columns at the top tick organisation and opportunity. I think that will give you enough data to export and then manipulate.

vcsheather
vcsheather's picture

Thanks Lorna for this suggestion. I've tried as you say, but it still won't pull through the organisation record, only the opportunity.

Lorna

Mine shows the organisation if the organisation box is ticked under the display columns. I am not sure what you mean by organisation record, more than the name?