# Marketing Report The **Marketing Report** provides a clear overview of how patients were referred to the clinic, who booked their appointments, and the revenue generated from those visits. It supports marketing analysis and helps identify effective referral channels and booking trends. *** ### Steps to Generate the Marketing Report * Open the **Marketing Report** by navigating to **Home > Reports > Operation Reports > Marketing Report.** * Optionally, search for a patient using **Patient PIN, Name, Mobile Number,** or **EID Number.** * Set the **From** and **To** date range. * Optionally, use the **Clinic** and **Doctor** filter to refine results. * Click **Search** to generate the report. *** ### Report Structure The generated report includes the following columns in the **New Marketing Report sheet: Clinic Name, Patient MRN(Patient PIN), Patient Name, Patient Mobile, Appointment Date Time, Resource, How Did You Hear About Us, Appointment Booked By, Reference Type, Referred By, Billed Services, Amount Paid, Tax, Payment Mode,** and **Marketing Remarks.** The information in these columns are fetched from the appointment booking pop-up. These data points are pulled directly from the appointment booking pop-up within the application, ensuring alignment between front-desk operations and marketing analytics. The screen also includes functional tools: **Pagination**(To browse multiple pages of results), **Zoom and Refresh** controls, **Search within the report, Print,** and **Export** options. *** --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://unitecare.gitbook.io/uniteemr/reports/operational-reports/marketing-report.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.