5. Depending on your security settings, you may see a security warning at the top of the browser. Click the link Click for options, then click download file.
6. If there are no warnings, security or otherwise, you will see this dialog box is shown when the letter generation link is clicked.
7. Click save.
8. Navigate to the folder where you want to save download file to.
9. We recommend changing the filename to reflect the downloaded data set depending on the filters you applied (if any).
For example, if you applied a filter of healthy’ on the BMI category field for Appletree Gardens First School, you may want to save the file with the name of PupilDataHealthyAppletree.csv.
10. Click save.
11. The downloaded file will be saved in the specified folder and each record included within the file will be flagged as having parental feedback generated with a mail symbol.
13. To view the downloaded data, either
Open Windows Explorer and navigate to the downloaded file. Double click the file to open.
Or open Microsoft Excel. Click the File tab & select Open. Then, navigate and change the File type to Text File. Select the downloaded file and click open.
The download file contains the following fields which will be used during the mail merge.
Field name |
Description |
FirstName |
Child's first name |
LastName |
Child's second name |
NHSNumber |
Child's NHS Number |
DateofBirth |
Child's date of birth |
DateofMeasurement |
Date when measurement occurred |
Height |
Height measurement (in centre metres cms) |
Weight |
Weight measurement in Kg |
PScore |
Percentile score |
ClinicalBMICategory |
BMI category |
LA |
Local authority |
Address1 |
Child's address line 1 |
Address2 |
Child's address line 2 |
Address3 |
Child's address line 3 |
Address4 |
Child's address line 4 |
Address5 |
Child's address line 5 |
Postcode |
Child's postcode |
Parentemail |
Parent's email address |
PatientTelephone |
Parent/guardian phone number |
SchoolUrn |
6 digit unique school number |
SchoolName |
School name |
Sex |
Male or female |
The file should look similar to these images.