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Reports

Overview

The reports available in the Observe module, how to reach them, and the filters they share.

The Observe module’s Reports give administrators and reporters a view of observation activity and coverage across the organization. This section covers each report and the filters they share.

  • Observation Summary — high-level counts and summaries of observations, for trend and coverage analysis.
  • Organization Totals — observation counts grouped by organization, with options to break down by grade level or content area.
  • Observable Users Totals — participation and coverage across staff: who has been observed and who hasn’t.
  • Observer Activity — a per-observer view of pace and trend, so you can see who is keeping up and who may need a nudge.
  • Performance Review Reports — the scored report for a single completed performance review, with a signable PDF export for the personnel file.

Go to Observe → Observation Reports, then choose a report. Access requires the Reporter role or higher; each report is automatically scoped to the organizations and data your role permits.

Most reports offer the same core filters — not every filter appears on every report:

  1. Date range — set a Start Date and End Date to define the reporting window.
  2. Organization / schools — scope to specific buildings, or view the whole district.
  3. Observer / observable — filter by who conducted or received observations.
  4. Form Set — filter by the evaluation instrument used.
  5. Status — filter by completion status.

Most reports support CSV export, and every export respects your role and organization scope — you only see data you’re authorized to access.