Support : Referral Reports

The referral report screen allows staff to quickly locate past behaviour referrals using a wide range of filters. You can search by student, year, behaviour type, location, and more. Results can also be exported to Excel or PDF for further reporting or review.

Follow the steps below to search and filter referrals effectively:

Step 1: Open the Referral Report screen

• Use the left-hand menu (or bottom navigation on mobile) to open the Referrals Report screen.
• The search filters will be expanded by default to begin your search.

Step 2: Apply Filters

You can filter referrals using any combination of the following fields:

• Year – Filter by the student’s academic year level.
• Grade - Search by grade/year level.
• Gender – Narrow results by student gender.
• Brief Description – Enter any text to find referrals containing those words in the incident description.
• Student - Search for referrals involving a specific student.
• Location - Select where the incident occurred.
• Behaviour Type – Filter by the type of behaviour recorded.
• Motivation – Narrow results by the motivation selected in the referral.
• Actions Taken – Filter based on actions recorded (e.g. Parent Contact, Detention).
• Parent Contact – Search by the type of follow-up contact made.
• Seclusion/Restraint – If enabled, filter by the type of seclusion or restraint used.

Each filter is optional and can be used independently or in combination with others.

Step 3: View Results

• After applying your filters, click or tap the blue Generate Report button.
• The Search Filters will collapse and matching referrals will appear in the report.
• Multiple charts will appear summarizing the filtered referral data.
• Use the View By option to analyze the data:
  • By Referral – view referral data incharts by all metrics (Location, Type etc). This is the default view.
  • By Student – view referral data summarized by student.
  • Year on Year – compare referral data across years.

Step 4: Download Results to Excel or PDF

• In the default By Referral view, click or tap the red Download to PDF button to generate a PDF of the displayed referral charts.
• To download the results to Excel, change the View By option to By Student,
  then click or tap the green Download to Excel button.
• The Excel (.xlsx) file will contain the current filtered results in the By Student view.

Use these download features for reporting, audits, parent meetings, or classroom data reviews.

Step 5: Clear Filters (Optional)

• To reset the form and remove all filters, click or tap the X Reset button.
• This will reset all filters and clear the report.

Notes

• Filters are flexible — you can search using one field or combine many for more targeted results.
• Excel and PDF downloads reflect only the filtered results, not all records.
• Your access level may limit visibility to referrals (e.g. only your students or year levels).