Reporting - Referrals and Expenses Per Account/Marketer

A report the pulls an account, its shared owner, how many referrals/admits for that account for the month, and the total expenses with that associated account. While you could do this separately, it would save a lot of time in excel rather than pulling information from 3 different data sets. It will allow us to quickly compare/contrast how much we are spending on a certain account and how many referrals/admits are we getting out of the account. (ROI)