Question 1

Adding and using filters

Accepted Answer

Filtering your data

You can think of each "Analysis" page (e.g. Performance, Interactions etc) as being a bit like a giant spreadsheet filled with data. And there's a lot of data - far too much to display all at the same time.

| 💡 Analysis pages aren't actually spreadsheets but it's a good way to visualise what you are doing.

Using combinations of filters you can reduce this data based on your own specific criteria e.g. "I only want to see interactions that our WP teams performed last month".

| 💡Using the spreadsheet analogy you are reducing the number of rows.

Watch a quick video

${frame}Adding filters

Question 2

Definitions of the available performance data

Accepted Answer

Definitions for performance filters

| There are 219 available data fields.

Below is a breakdown of the data filters and fields that are available to query and report against in performance:

Census Data (England)
KS4 (England)
KS4 pupil destinations (England)
KS5 (England)
KS5 student destinations (England)
KS5 student HE destinations (England)
Census Data (Wales)
KS5 (Wales)

Census Data (England)

No. pupils

|| No. pupils on roll (all ages)

Total number of pupils on roll
No. girls on roll
No. boys on roll
Percentage of girls on roll
Percentage of boys on roll
No. SEN pupils with an EHC plan
Percentage of SEN pupils with an EHC plan
No. eligible pupils with SEN support
Percentage of eligible pupils with SEN support
No. pupils where English not first language
No. pupils with English first language
No. pupils where first language is unclassified
Percentage pupils where English not first language
Percentage pupils with English first language
Percentage pupils where first language is unclassified
No. pupils eligible for free school meals
No. pupils eligible for FSM at any time during the past 6 years

Question 3

Adding and editing interactions

Accepted Answer

How to add an interaction

|| An interaction is the term we use for recording a point of interaction with a institution/campus. For example a video call, an HE event, a visit to a campus etc.

You can add an interaction (or contact or note) from anywhere using the dropdown which appears in the main navigation bar. Or when you have a school details window open the dropdown appears in the header of the open window.

Dropdown button in the top navigation bar Dropdown button in the school details window

Fill in the form and click the Save & Close button.

Fill in the new interaction form

Should I assign a single or multiple institutions?

|| The biggest difference between assigning a single institution and assigning multiple institutions is that you can only assign a specific campus when an interaction is associated with just a single institution.

We let you decide on the association your specific team prefers to structure and report on interactions.

For example if you attend an HE Fair and speak to students from 50 schools, you could choose to structure that in one of two ways:

Record 50 interactions - one for each of the institutions. In your reporting this will show that on a single day yo

Question 4

Selecting the fields you want to see

Accepted Answer

Using the fields selection dropdown

As mentioned in Adding and using filters, you can think of each "Analysis" page (e.g. Performance, Interactions etc) as being a bit like a giant spreadsheet filled with data. And there's a lot of data - far too much to display all at the same time.

| 💡 Analysis pages aren't actually spreadsheets but it's a good way to visualise what you are doing.

Once you have added filters to reduce the total number of results, you must then decide which fields of data you would like to see for those results.

| 💡Using the spreadsheet analogy you are choosing which columns you want to see

You may select up to a maximum of 20 fields.

Watch a quick video to get started

${frame}Adding filters

Ordering/sorting fields

Wherever possible you can order the columns by clicking or pressing the header for that column. The current sort direction of that column will be shown by the arrows in the header.

These can be in 3 states:

Unsorted
Sorted in ascending order
Sorted in descending order

|| Due to the nature of the data this has a few caveats… || For instance when ordering Applications Data the data shown has both a sum of the applications for all apply centres and also the application data per apply centre nested below. In this scenario, ordering will order based on the combined application figures and not th

Question 5

Editing Labels

Accepted Answer

Editing Labels

||| Editing a label on a school will change the label for all schools

You can easily edit the title, description or colour of a label, by viewing it in the label manager

Visit any school profile page, and click on the small label icon on the overview page

label icon on profile page

Click on the "manage labels" button

manage labels

Then click on the pencil shaped "edit" button of the label you wish to edit

Make the changes you wish, and click the confirm button

confirm changes

Question 6

Setting up webhooks

Accepted Answer

Outgoing webhooks reference

This useful feature makes it really easy to connect to your own applications. Once set up they allow your systems to be informed instantly, whenever a new resource (contact, interaction or note) is saved or deleted.

Whenever you save a form for contacts, interactions or notes, Datafiltr will send an HTTP request with a JSON payload to any secure endpoint you register.

You will need:

A publicly available, secure (HTTPS) endpoint that you will need to configure to handle the payloads specified below.

Available events

As you will see in the documentation below we pass a parameter in the payload with the event action (i.e. created, updated or deleted). This way a single endpoint can be used per resource. The options are:

Contact created, updated or deleted
Interaction created, updated or deleted
Note created, updated or deleted

Setting up your webhooks

|| ⚠️ Your user account will need the correct permissions to configure webhooks.

Visit the Developers section using the profile dropdown in the top right of the screen and go to the Webhooks section.
Click the + Add a webhook button.
Use the information about your public endpoint to fill in the details in the form and save.
Your new webhook will appear in the table.

Checking webhook signatures

Only HTTPS endpoint are allowed, but in addition we recommend using a "secret" in your configuration. This is a secret that will be shared

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