As you have discovered there is not a Referred By Report in the Standard Reports. Sometimes, you have an option to create a Quick Tab to display Matter and Billing Prefs Fields. Unfortunately, the Referred By field in the Bill Prefs is not included in available choices for Field Display. I would recommend two options: 1 Contact a CIC who is proficient with customized reporting. I would refer you to Deepa Patel. Or 2. Record the Referral or Business Source information in another location.
I have clients utilizing other record types to track the referral source of business and or advertising efforts. Typically we customize the Phone or Note record to track this information. There are a multitude of methods to accomplish the tracking. The reason most of my clients use a record type other than the Matter Form is that not all prospective client calls result in a case. Most of my clients want to include all prospective client calls in their Referral Reporting to know where their business is coming from and also to know which marketing campaigns are effective.
I hope this helps.
Kathy Burger PREMIER LEVEL CIC - PCLaw, Time and Billing Matters Plus Certified Kathy Burger Consulting, LLC 200 Windward Ave. Beachwood, NJ 08722 732-279-6301 Kathy@KathyBurgerConsulting.com