Our Referrals departments has recently started utilizing a smartsheet form to track key information on each referral that comes into our hospice. Each team member completes & submits the form when they get a referral. I have the sheet set to automatically date/time stamp each row as it comes in. The department heads are requesting some reporting that I would like to display in a dashboard. Here are the main 2 data points we are looking to capture.
1: Ability to see month over month how many referrals were submitted.
2: Ability to track how many referrals were submitted by each team member and previous month to current month.
I had created a couple reports, but they would require manual updating each month to update the month. Looking for something more automated.
All recommendations welcome! Thank you.
