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. This update directly addresses that challenge.

Now, within the Status / Action column of the Referrals Report, users can easily see if a referral was approved manually. The Referral Details section includes the name of the user responsible for the action, and flags if the referral was created manually. We’ve also updated the Lightweight Report to include 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.