Log in to your brokerage's system as a System Admin user. 

Click "Reports" in the main dashboard menu. 

Click "Accounting" in the dropdown menu. 

Click "Referral Ranking" in the side menu. 

In this example, we'll generate a report for referrals that occurred within the last year. Utilize the search filters to set the appropriate timeframe. Click "Current Year" in the dropdown menu and then click "Run Report".

The Referral Ranking Report contains a table that lists all of the users that have submitted referrals. It also includes the number of referrals, the total referral income, and the name of the office they belong to. 

First, we'll review the referral ranking for Amy Agent. Utilizing the "Agent Name" search filter click "Amy Agent" in the dropdown menu. 

Based on the table results, you'll see that Amy had two referrals and earned a total referral income of $1,500. 

Agent Name
Amber (Agent)
Amy Agent
Andrew Agent
Andrew Joseph
Ann James
Ann Joseph-Feeley
Anthony Morgan
Brian Zhang
Buzz Lightyear
Carole Singer
Catherine Dove
Chad Chappell
Cici Chen
Cici chen
Cornelius Wallace
Dawn James
Denis Faherty
Elizabeth Andrew
Elizabeth Zapata
Emily VanGerpen
Holly Wood
Jacques Cousteau
Jessica Williams
John Agent
John Jones
Jon McGinn
Justin Thyme
Kellan Stephens
Kelsy Martin
Kim Basler
Lamar Leilani
Lester Ray
Leyland Knapic
Linda Stewart
Lydia Moilanen
Lyn Grace
Lynn Alan
Lynne Todd
Madelyn Peterson
Marianne Davidson
Marsha Mellow
Michael Tweedie
Michelle Jean
Mickey Mouse
Mika Heitz
Mike Ferro
Nicholas Carmine
Nicolas Ortega
Peggy Rivers
Robert Dullnig
Robert Mitchum
Ronee Nance
Ryan Guillen
Samanta Maisuls
Shelley Newman
Susie Smith
Susie A
Test Test
Thayer Williams
Training Agent
Travis Saxton
Zeph Hyacinth
×
Amy Agent
Office
San Antonio - 1202 N. Flores St

Now let's remove Amy's name from the search filter by clicking the "x". 

The table order will return to its default which ranks users by the amount of referral income they've generated for the brokerage from highest to lowest. 

Agent Name
Amber (Agent)
Amy Agent
Andrew Agent
Andrew Joseph
Ann James
Ann Joseph-Feeley
Anthony Morgan
Brian Zhang
Buzz Lightyear
Carole Singer
Catherine Dove
Chad Chappell
Cici Chen
Cici chen
Cornelius Wallace
Dawn James
Denis Faherty
Elizabeth Andrew
Elizabeth Zapata
Emily VanGerpen
Holly Wood
Jacques Cousteau
Jessica Williams
John Agent
John Jones
Jon McGinn
Justin Thyme
Kellan Stephens
Kelsy Martin
Kim Basler
Lamar Leilani
Lester Ray
Leyland Knapic
Linda Stewart
Lydia Moilanen
Lyn Grace
Lynn Alan
Lynne Todd
Madelyn Peterson
Marianne Davidson
Marsha Mellow
Michael Tweedie
Michelle Jean
Mickey Mouse
Mika Heitz
Mike Ferro
Nicholas Carmine
Nicolas Ortega
Peggy Rivers
Robert Dullnig
Robert Mitchum
Ronee Nance
Ryan Guillen
Samanta Maisuls
Shelley Newman
Susie Smith
Susie A
Test Test
Thayer Williams
Training Agent
Travis Saxton
Zeph Hyacinth
Office
San Antonio - 1202 N. Flores St

Note that there is an additional "Office" field in the table so you will know which office the user belongs to. 

Click "Download as CSV / Excel" at the bottom of the page to download the report. 

This scribe demonstrates how to generate a Referral Ranking Report. 

How to Generate a Referral Ranking Report