Blue Folder Lookup

Introduction

The Blue Folder Lookup page allows you to see the details behind that make up the numbers on a report. For example, if you ask for "number of contacts" using the KPI Report Designer, you will get a total number of contacts; next to the number is a blue folder, which will allow you to see the full details of the contacts counted towards that number.

In the blue folder you are able to do the following:

• Mail Merge - This process will allow sending emails, letters from the system to the people/organisations or extract the data to a third party application.
• Map View - Se the location of the people/organisations on a map.
• Extract the data - You are able to extract the data into a spreadsheet for analysis. The extraction can include:
  • Additional fields from the person/organisation record.
  • Additional information linked to the record, like benefits, disabilities, project record, extension databases (bespoke fields) and more.
  • Additional information about the referrals (referral based KPI's), including assessments, extension databases and outcome.
  • Use spread sheet templates that can be used for built in analysis for other members of staff.
• Print - Print the summary details that make up the KPI.

The Blue Folder page is split up into three sections:

• Export Options for the Organisations and People in this Report This will export the details based on individuals or organisations to either a mail merge or map. If a person/organisation appears multiple times in the report they will only be exported as one person/organisation.
• Export options for this report - Allows the Report Data to be exported with additional information for analysis.
• The report data - Summary details of the report data.

Export Options for the Organisations and People in this Report

This section will export the details based on individuals or organisations to either a mail merge or map. If a person/organisation appears multiple times in the report they will only be exported as one person/organisation. There are two facilities:

Mail Merge

The mail merge option is powered by Mail Merge Formats which allow the records to either:

• Produce a letter - This will allow the printing of multiple letters to the recipients.
• Produce an Email - This will allow the batch of multiple letters to the recipients. It would be recommended to send no more than 300 (use extra criteria on Mail Merge Formats to filter recipients) at a time and to use your own Email Server.

Map View

File:Cl BFL 3.png

An example of the Map View, with the relevant people displayed as red pins.

The map view relies on postcodes to place the clients/people, so if there is no postcode entered on their record, the map view will discard them. This is one of the reasons we advise that a name and a postcode should always be a minimum for data capture.

Export Options

File:Cl BFL 5.png

The "Export Options For This Report" section.

All of the options in the middle section relate to outputting the data on a spreadsheet.

• If no extra data is selected, the table at the bottom of the page will be output as a spreadsheet.
• If any extra data is selected, the table at the bottom of the page will be output as a spreadsheet, with the extra data displayed in extra columns to the right of the basic data.

Add Data Extraction Formats

Any Data Extractions on your system can be added to a reporting output. The fields you have selected on the Data Extraction itself (using the "2. Choose What to Print" button) will be output as extra columns on the spreadsheet.

• Note: if you select a Data Extraction here which is configured to be a Mail Merge, it will act as a normal data extraction - i.e. letters will not be produced.
• Note: Data Extraction filters do not operate here.

See the Data Extraction page for more information.

Add Org/People-linked Records

You also have the option to add columns of data taken from the record of the organisation/person named on each line of the report. Various options are available. You can select more than one set of client-linked records by shift-clicking a range (PC or Mac), or holding the "Ctrl" button (PC) or the "Command" button (Mac) and clicking the options you require.

Add Referral-linked Records

If the original report related to Referrals, or to something linked to Referrals (Contacts, for example) then you will be able to add information from the relevant Referral to the spreadsheet output.

Spreadsheet Options

The Spreadsheet Options section gives you control of the header information on the spreadsheet. The options are:

• No Titles - just the data
• 1 Title Line (column headings) - the data, plus a single header at the top of each column. Usually the easiest option to work with when pivot tabling etc.
• Full Titles (includes header with dates etc)

There is also a drop-down box, "Where To Export To". The default option is "A blank spreadsheet", but if you upload template spreadsheets on the System Uploads page, these will appear here.

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