New Referrals Report Enhancements: Control over Manual Approvals

We’re excited to roll out a powerful update to the Referrals Report that gives our clients more clarity and control. With this enhancement, the report now clearly indicates when a referral has been manually approved or voided — and most importantly, by whom.

Previously, it was difficult to distinguish whether referral actions were triggered by the system, by a client, or by internal staff.

Here’s what’s new:

• The Status / Action column in the Referrals Report now clearly shows when a referral was manually approved or voided
• The Referral Details section includes the name of the user responsible for the action and flags if the referral was created manually
• The Lightweight Report now includes a new column showing referral status for quick scanning

With these changes, we’re improving transparency, strengthening audit capabilities, and reducing risk for brands that rely on Talkable for their referral programs.