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What is the "Referral closed on" date filter?

Updated over 5 months ago

The Referral closed on date filter allows users to filter by the date the referral was closed. This date is entered manually by the user when reporting a successful transaction.

For example:

Today is January 30 and user is logged in to the platform. User reports a successful transaction and enters the Transaction Date as January 15.
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The Referral closed on date is January 15.

The Referral reported as closed on date is January 30.

Example 2:

Today is November 11 and user is logged in to the platform. User reports a successful transaction and enters the Transaction Date as April 22.
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The Referral closed on date is April 22.

The Referral reported as closed on date is November 11.

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