What is the difference between Reports and Export?
There are two main differences. High level data is built right-in to Reports without needing to leave ReferAll. Perfect for reporting on most service KPI's. Our Export feature allows you to export more filtered data and referral ID's.
Depending on the data you'd like to analyse and how much you'd like to drill down, high-level data can be accessed from the Reports icon. A built-in report will be displayed without identifiable details i.e. totals rather than referral ID's.
Go to the Reports icon:
The default is set to Process Reports
Select your reporting filters by:
All your Schemes (if > one) or Selected scheme only.
Report Criteria: Across all time or Between dates.
By date referred in date range or By date event happened (filters irrespective of the date of referral).
Filter by referral owner if required.
Report Selection: select one of the filters from ReferAll reports
Click Generate Report and your selection will display below Generate Report.
The sign displays an explanation of the report and table headings (where applicable).
To drill-down and manipulate your service data in a spreadsheet, you may need to go to the Export/Import icon:
The default is set to Export
ReferAll's Template feature allows you to set-up your own export templates.
Select the scheme data by Filter Export Data / Select Export Data:
When you have the desired fields selected, either make an initial export by clicking:
The Export success message will display:
When your Export request is ready, a number will appear in the Messages icon at the top of the page:
N.B. Data exports are up to midnight the day before to maintain smooth performance.
Any changes made on the day will NOT be reflected in the data you are exporting.
Check the data meets your requirements or save straightaway as a template. To save, go back to the top, add a title to the Template Title field (select the Share this template tick box to make this available all scheme administrators in your organisation):
Click Save as Template:
All your saved templates are available in Export Template from the dropdown list: Please select.
N.B. You can export data without saving as a Template however, if you run an export regularly creating a template is a fantastic time-saving feature.
ReferAll Reports is your go-to Reporting Solution to analyse and report on most service data, including our newest feature Outcome Reports.
We recommend only using Export if you need to drill-down deep into your service data and relate that data to referral ID's or to manipulate data in more detail.