NB - This applies to Scheme Administrators only

  1. Click Export Data (found on the dashboard, in the scheme summary section).
  2. Choose the data you wish to export. Please see below for a guide on each field. Please note, if you do not collect certain data or have not provided certain data, it will not be in the export.
  3. Click Export Data. The data will be exported into excel for further analysis

Section/Field in ReferAll
Explanation
Filter Export Data section

Scheme 
The scheme you want to export data for
Date Range The default is all time (so will export all referrals). Use the From and To options to suit your requirements 
By Date of Referral Export information sorted by date of referral
By Date Questionnaire Completed Export information sorted by date of first questionnaire completed (for example, if you selected initial questionnaire and feedback questionnaire, the order would be the date the initial questionnaire was completed)
By Date of Activity Attendance Export information sorted by the date of the first activity attended
Select Export Data
Export Referral Data Export only information which can be found in the patient tab and referral tabs
Export Referral and Questionnaire Data Export information which can be found in the patient tab and referral tabs and any/all question data in any/all questionnaires 
Export Referral and Activity Data Export information which can be found in the patient tab and referral tabs and any/all activity data
Export Referral, Activity and Questionnaire Data Export information which can be found in the patient tab and referral tabs, any/all activity data and any/all question data in any/all questionnaires
Export Referral and Biometric Data Export only information which can be found in the patient tab and referral tabs and measurement data taken outside of questionnaires

Referral Data fields
Referrer Organisation The name of the organisation that made the referral
Referrer Organisation Type The type of organisation that made the referral
Referrer 
Name of the referrer that made the referral
Referrer Type The role of the referrer that made the referral
GP Name Name of the GP (not the same as the the referrer) associated with the referral
GP Practice Name of the GP Practice
GP Practice Address Address of the GP Practice
GP Postcode Postcode of the GP Practice
GP Locality Locality of the GP Practice (not same as CCG Area - see below)
Referral Date Date the referral was made (can be different to the date added onto the system if there is a delay such as being posted)
Referral Status Current status of the referral
Reason for Referral Reason for the referral 
Medical Conditions Checklist Medical conditions that are provided in the checklist
Other Medical Conditions (free text) Other medical condition that are provided in the free text box
Medication Checklist Medications that are provided in the checklist
Other Medication (free text) 
Other medications that are provided in the checklist 
How Heard about Service How the referral heard about the service
Referral Owner Owner (person or site) that the referral has been assigned against
Name Name of the referral
Address Address of the referral
Postcode Postcode of the referral
Electoral Ward Electoral ward associated with the postcode of the referral
District/Borough District/Borough associated with the postcode of the referral
CCG Area CCG Area associated with the postcode of the referral
Index of Multiple Deprivation (IMD) score IMD score associated with the postcode of the referral
Quintile of Deprivation (QOD) QOD score associated with the postcode of the referral
Lower Layer Super Output Area (LSOA) LSOA associated with the postcode of the referral
In Scheme Area Whether the postcode is inside or outside of the defined 
Email address Email address of the referral
Landline Telephone Landline number of the referral
Mobile Telephone Mobile number of the referral
Method of Contact
Ethnic Group Ethnic group of the referral (White, Black etc)
Ethnicity Ethnicity of the referral (Irish, Indian etc)
First Language First language of the referral
Date of Birth Date of birth of the referral
Current Age Current age of the referral
Age at Referral 
Age of the referral at the time of the referral
Gender Male / Female / Transgender 
NHS Number NHS number of the person if provided by the referrer
Disability Status Disability status of the referral
Employment Status Employment status of the referral
Marital Status Marital status of the referral
Nationality Nationality of the referral
Religion Religion of the referral
Sexual Orientation Sexual orientation of the referral
Date Set to Not Participating Date the referral was last set to Not Participating
Date Set to Intends to Participate Date the referral was last set to Intends to Participate
Date Set to Participating Date the referral was last set to Participating
Date Set to Left Early Date the referral was last set to Left Early
Date Set to Completed Date the referral was last set to Completed
Reason Not Participating Reason the referral was set to Not Participating 
Reason Left Early Reason the referral was set to Left Early


Questionnaire Data filter
List active questionnaires only If selected, will only show questionnaires which are active (being used by the scheme)
Completed questionnaires only If selected, will only export questionnaires that are completed. Most questionnaires are completed in one go. Others such as a stop smoking questionnaire have sections that are competed over a number of weeks and so are not completed until later on in the referral process but will have data inputted 
In Progress questionnaires only If selected, will only export questionnaires that are in progress. See above for the definition of a in progress questionnaire
All questionnaires If selected, will export both completed and in progress questionnaires.
Use question number as column heading If selected, will insert the questionnaire number as the column heading for each question. A key is provided so you can match the question number to the question.
User question text as column heading If selected, will insert the question wording as the column heading for each question.

Activity Data filter
List active activities only If selected, the list to choose from will only display activities which are currently active (being used by the scheme)
Requested If selected, will only export the booking request. This is the first step of making a booking.
Rejected If selected, will only export the booking requests that were rejected.
Booked If selected, will only export the booking requests that were accepted and subsequently booked
Attended If selected, will only export those marked attended
Absent If selected, will only export those marked absent 
Session Cancelled If selected, will only export those which were cancelled by the scheme
User cancelled If selected, will only export those which were cancelled by the referral
All If selected, will export all of the above from requested to user cancelled
By Activity Attendance If selected, will export all attendance data for each activity assigned (and chosen from the list)
By Activity Assignment If selected, will only export the date each activity was assigned
Include data activities were assigned If selected, will export the date each activity was assigned
Include activity attendance totals If selected, will export attendance totals for each activity (for example all attendances for Activity A added together and all attendances for Activity B added together)
Include overall attendance totals If selected, will export the sum of attendance totals for all activities (for example all attendances Activity A and Activity B added together)
Include activity attendance total detail If selected, will export activity specific attendances totals 
Include activity completion dates 
If selected, will export the date for each activity set to completed
Include total activities completed If selected, will export the total number of activities completed
Activity Classification 
If selected, will export the activity classification (defined when the activity is created)
Activity Type
If selected, will export the activity type (defined when the activity is created)
Activity Setting Only used by Stop Smoking Services. If selected, will export the setting detail of each activity 
Activity Context Only used by Stop Smoking Services. If selected, will export the context detail of each activity


Biometric Data field

Measurement 
Select the measurement you want to export