How to see which matters have been referred by a particular person over a given period

Step-by-step guide

1. Go to Enquiries > Matter Search
2. In Advanced Search select Form and click Search
3. Select the Referred By type eg) External (for Entities), Internal (for staff) and Campaign (for marketing campaigns)
4. Click the "..." button to the Right of Referred by to then select the Entity, User or Campaign in question
5. Enter the Opened Date from and to date to cover the Period you are wanting to report on
6. Select All to see both currently opened and closed matters
7. Click OK