Referrals: Referral Details Dashboard Guide

Modified on Mon, 19 Oct at 10:17 AM

The Referrals: Referral Details Dashboard displays de-identified aggregate data on the number of Referral Details records (entered on the Referral Details form) when the referral was made in bhworks.  


For general information on navigating dashboards, please click this link. 


You can use the filter options to narrow the dashboard results to only show specific programs, districts, schools, and referral status. Otherwise, the default view will show referrals across for all associated programs and locations. 


Dropdown/Selectable Filters:

You can use the dropdown/selectable filter options to narrow the dashboard results to only show specific programs, districts/organizations, schools/locations, and/or task name (if there are different versions of the form used). Otherwise, the default view will show all of the forms completed across all participating programs and locations

  • Program (The program the referrals were made to)

  • District / Organization (The district or organization the referrals were made from)

  • School / Location (The specific school(s) the referrals were made from)

  • Task Name (The name of the Referral Details task)

The Referrals: Referral Details dashboard is an easy way to pull the following numbers:

  • Total number of Referral Details forms

  • Total number of unique participants with Referral Details forms 

The Referrals: Referral Details dashboard also includes the following charts and tables:

  • Referral Details completed by Month
  • Demographics of the participants who have at least one Referral Details form completed:

    • Gender

    • Race

    • Ethnicity

    • Age at Referral

  • Grade at Referral
  • Person Making Referral
  • Whether or Not They are an Emancipated Minor
  • Secondary Referral Reasons Uncombined (Top 20)
  • Secondary Referral Reasons Combined (Top 20)
  • Concerns Regarding Behavior Uncombined
  • Concerns Regarding Behavior Combined (Top 20)
  • Current Supports Uncombined (Top 20)
  • Current Supports Combined (Top 20)



Resetting the Dashboard

  • To clear individual filters, please click the X next to the filter at the top of the dashboard

  • To reset the dashboard to its original settings, click the Refresh button on your browser

Download to PDF

Once you have defined the dashboard based on your needs, you can export the entire dashboard as a PDF using the Download to PDF button found on the upper right-hand side. 


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