Site Referral Details (PII)

Overview

The Site Referrals Details dashboard allows customers to view detailed information on all referral and share activities in one place.  

Use this dashboard to:

  • View detailed, individual-level data on each referral and share activity on your platform

In doing so, they can download that data for your own analysis.

 

Best Practices

For the best results, you'll want to use a combination of some or all of the following filters: Site, Group, Date Range, Aggregation.

 

View and Download all Referral Activity

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You can use the Referral Details table to view all referrals made on your site(s) and details related to that referral and complete your own analysis of that data. In this table you can find the following information: 

  • Seeker name and contact information
  • Sender name and contact information
    • Note: non-staff user referrals will be anonymized to protect seeker privacy
  • Details on which program received the referral
  • When the referral was made
  • The current status of the referral
  • When the referral status was updated
  • Who updated the referral status

To download the data:

  1. Hover your mouse over the chart or table
  2. Click on the three lines
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  3. Select “Download Data”

View and Download all Share Activity

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Use the Share Details table to view details around all “send” activities made on your site(s) and complete your own analysis of that data. In this table you can find the following information: 

  • When the activity happened
  • Who sent the information
  • Who received the information
  • What program information was sent

To download the data:

  1. Hover your mouse over the chart or table
  2. Click on the three lines
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  3. Select “Download Data”

 

Related Articles

Referral Activity Dashboard

 

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