Accessing eReferral Analytics

There are 2 ways to access eReferral analytic data from the Ocean Portal: from the Admin tab or the eRequests tab.

  • Admin Tab

    • Log in to the Ocean Portal and navigate to the Admin tab.
    • Select the "Reports" section from the menu along the left.
    • Then, select "Export" under the "Export Referral Analytic Data" section. You can either download data within a specific date range, view all data since you started receiving referrals to a specific date (select just an end date), all data from a specific date onwards (select just a start date), or all data since you started receiving referrals (leave both dates blank).
    • This will export your data in a .csv file that can be opened using Microsoft Excel. For more information about each analytic field, please refer to: "Supporting Analytics in eReferral eForms".
  • eRequests Tab

    • Log in to the Ocean Portal and navigate to the eRequests tab.
    • Expand the Actions menu at the bottom left. Then select "Export Referrals".
    • Again, you can either download data within a specific date range, view all data since you started receiving referrals to a specific date (select just an end date), all data from a specific date onwards (select just a start date), or all data since you started receiving referrals (leave both dates blank).
    • This will export your data in a .csv file that can be opened using Microsoft Excel.
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