| □ | A Qualified Referral will often be more valuable than your best "Advertising" lead because a friend's recommendation is more trusted than an ad. |
| • | Often, Referral Rewards programs are instituted to track and compensate those who have provided your Company with referrals that produced sales. |
| • | The Referrals Report lists those Subscribers, Prospects or both who have referred an additional Subscriber or Prospect to you. |
| • | To view the Referrals Report, from the Main Menu, Select Reports and Choose Referrals. |
Referrals Report - Options tab
| □ | Referrals Report tabs - There are three tabs on the Referrals dialog. |
| • | Options - Initially only the Options tab is shown (until you Choose your Options and Select Print). |
| • | Report Type - Indicate how much information you need reported. |
| ▪ | Summary - Lists only those who referred potential customers to you. |
| ▪ | Detail - Lists all those who referred potential customers to you and the name(s) of the Subscribers and/or Prospects who were referred. |
| • | Beginning - Use the Drop-Down Date Selection Box to Choose the starting date for the selection of which referrals will be included. |
| • | Ending - Use the Drop-Down Date Selection Box to choose the ending date for the selection of which referrals will be included. |
| • | Minimum Referrals - Enter the minimum number of referrals that must have been provided to be included on this list. |
| • | Print - Click the Print button  to Preview and optionally Print (to a File or a Printer) the selected Referrals. |
| • | Preview - The Preview tab presents the report which resulted from the Options you've selected. |
| • | Up Arrow/Down Arrow - hi - Moves the report one line up, or one line line down, respectively. |
| • | Page Up/Page Down - Moves the report to the previous or next page, respectively. |
Referrals Report - Preview tab
| • | Home -  - Using either the screen or your Keyboard's Home key, moves the report to the top of the first page. |
| • | End -  - Using either the screen or your Keyboard's End key, moves the report to the bottom of the last page. |
| • | Arrows - The arrows allow you to move back and forth, from page to page. |
| • | Number - Indicates the page number you are viewing. |
| ▪ | You may also type in a specific page number, Press 8 Enter and that page will be displayed immediately. |
| ▪ | If you enter an invalid page number, it will be ignored. |
| • | Fit To Page - Click the first button after the arrows to size a full page of the report to fit the screen. |
| • | Zoom To 100% - Click the second button after the arrows to display the page at 100% (of the printed view). |
| • | Fit To Page Width - Click the third button after the arrows to size the page of the report to fit the full width of the screen. |
| • | Zoom To Percentage - Click the fourth button after the arrows to re-size the page of the report by percentage. |
| ▪ | When you Click the Zoom To Percentage button, the Percentage selector will be displayed. |
| ▪ | You may then Click the Up or Down ‚ arrow to set the exact amount of Zoom you want. |
| • | Print - Click the Print button to Print (to a File or a Printer)  the displayed Referrals Report. |
| • | Email - Click the Email button  to send the Report to an Email Address of your choosing. |
| • | To Exit the Preview tab and Close this Report dialog Form, Click the Close button x on the right at the top of the Preview tab. |
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| • | Data View - This view provides a tabular (spreadsheet style) presentation of the selected data. |
Referrals Report - Data View tab
| • | Arrows - Click the arrows to move through the record. |
| • | Export - Exporting the data from this Data View tab (note the "fly-over" help available on these buttons): |
| ▪ | Export to CSV - Click the first button after the arrows to export the data to a Comma Separated Values (CSV) file format. |
| ▪ | Export To Excel - Click the second button after the arrows to export the data to an Excel (.xls) file format. |
| ▪ | Export To Html - Click the third button after the arrows to export the data to an HTML formatted file. |
| • | To Exit the Data View tab and Close this Report dialog Form, Click the Close button x on the right at the top of the Data View tab. |
