Ideal Online Documentation

14336 T/B LISTINGS, REPORTS AND FORMS
TB5-25 Referral Analysis

 

PURPOSE

 

The referral analysis program prints a report of billings and new client contacts generated by the different referrals that have been set up in the referral code maintenance program for your system.

 

Referral Analysis is accesed from:

  • Time Billing Reports menu.

 

PROCEDURE

 

Select Referral Analysis from the Time Billing Reports menu. You are taken to the print selection menu. There are no options for this program.

 

PRINTER SELECTION & CONFIGURATION

┌────────────────────────────────────────────────────────────────────────────────┐
│08/14/07                *****  PRINTER SELECTION  *****                         │
│                                                                                â”‚
│                                                                                â”‚
│** MAKE SURE PRINTER IS READY BEFORE PRESSING CR .....                          â”‚
│                                                                                â”‚
│1. PRINTER NAME ................................. P1  OKIDATA 390               â”‚
│                                                                                â”‚
│2. CHARACTERS PER INCH ? (10,12,17) ............. 10                            â”‚
│   SINGLE OR DOUBLE DENSITY ? (S,D) ............. S   SINGLE DENSITY            â”‚
│                                                                                â”‚
│** PRESS CR TO SET PRINTER, OPTION# TO CHANGE, F4 TO END (BYPASS): _            â”‚
│                                                                                â”‚
└────────────────────────────────────────────────────────────────────────────────┘
** PRESS CR TO SET PRINTER, OPTION# TO CHANGE, F4 TO END (BYPASS):

 

"1" to change printers.

 

"2" to change the CPI and/or print density.

 

[Enter] to print.

 

[F4] to not print and exit to the menu.

 

[F5] to display a list of printers for selection.

 

An example Referral Analysis Report printout follows.

  



                                                    IdeaLaw Ltd.                                                
02/11/07  13:09:19                                                                                 PAGE: 1
                                             REFERRAL ANALYSIS REPORT
------------------------------------------------------------------------------------------------------------------
 REFERRAL                                            ------------- BILLINGS -------------     - CLIENTS REFERRED -
   CODE   DESCRIPTION                                M.T.D.         Y.T.D.         P.T.D.      MTD     YTD     PTD
------------------------------------------------------------------------------------------------------------------
   ADV    ADVERTISING PROGRAMS                      3,250.00     498,600.00     498,600.00       2       4       4

   EC     EXISTING CLIENTS                        298,000.00     440,806.75     440,806.75       4       8       8

   ICBC   ICBC REFERRALS                            2,556.50      10,011.50      10,011.50       0       2       2

   LEGA   LEGAL AID REFERRAL                             .00            .00            .00       0       0       0

   LREF   LAWYER REFERRAL SERVICE                        .00            .00            .00       1       1       1

   REAL   REFERRAL FROM REALTOR                          .00            .00            .00       2       2       2

   REC    REFERRAL FROM EXISTING CLIENTS          254,700.00   1,359,855.00   1,359,855.00       0       2       2

   UNK    UNKNOWN                                        .00            .00            .00       1       1       1

   WALK   WALK-IN CLIENTS                                .00            .00            .00       0       0       0

   YP     YELLOW PAGES                              5,000.00      13,425.00      13,425.00       0       1       1

   ZIP                                                   .00            .00            .00       1       1       1

                                                ------------   ------------   ------------ ------- ------- -------
          ** TOTALS **                            563,506.50   2,322,698.25   2,322,698.25      11      22      22


RECORDS PRINTED: 11