Home Observe Reports Overview of Observe Reports

Overview of Observe Reports

Last updated on Apr 02, 2026

Overview of Observe Reports

The Observe module provides comprehensive reporting capabilities to analyze observation data, track performance trends, and support professional development decisions. Reports are designed to help administrators, coaches, and teachers understand evaluation outcomes and identify areas for growth.

Types of Reports Available

Observation Reports

Track and analyze classroom observations across your organization:

  • All Observations - Complete list of observations with filtering options
  • Organization Observations - Observations scoped to specific schools or departments
  • My Observations - Personal view for observees to see their own observation history
  • Peer Observations - For observers to review observations they've conducted

Performance Review Reports

Comprehensive evaluation reporting for formal review processes:

  • Performance Reviews - Complete performance evaluation data
  • Performance Review Reports - Detailed analysis with scoring and recommendations
  • My Performance Reviews - Individual access to personal performance data

Observable User Reports

Track participation and coverage across staff members:

  • Observable Totals - Overview of all staff eligible for observation
  • Observed Totals - Staff members who have been observed
  • Unobserved Totals - Staff members who haven't been observed recently
  • All Observable Totals - Combined view of observed and unobserved staff

Summary and Analytics Reports

High-level insights and trend analysis:

  • Organization Totals - Observation counts by organization, grade level, or content area
  • Observation Answers - Detailed response data from evaluation forms
  • Evaluation Attachments - Document and media evidence tracking

Accessing the Reports Dashboard

Navigation Options

  1. From the main navigation menu, click Reports
  2. Select Observe Reports from the module menu
  3. Choose your desired report category from the dashboard

Quick Access Methods

  • Use the search function to find specific reports
  • Bookmark frequently used report URLs
  • Access organization-specific reports from the organization dashboard

Report Permissions by User Role

System Administrator

  • Access to all reports across all organizations
  • Can view data for any user or evaluation
  • Full export capabilities
  • Administrative oversight of all observation activities

Organization Administrator

  • Reports scoped to their assigned organizations and sub-organizations
  • Can view all observations within their scope
  • Access to staff performance data within their organization
  • Export capabilities for their organizational data

Reporter Role

  • Read-only access to assigned reporting scope
  • Can view observation data but cannot conduct evaluations
  • Access to analytics and summary reports
  • Export capabilities based on assigned permissions

Observer Role

  • Access to observations they have conducted
  • Can view peer observation reports
  • Limited to their own observation activities
  • Cannot access system-wide reporting

Observable Role

  • Can view their own observation history
  • Access to personal performance review data
  • Cannot view other users' evaluation data
  • Read-only access to their own reports

Data Filtering and Scope Limitations

Automatic Filtering

Reports automatically filter based on:

  • Your assigned role permissions
  • Organization hierarchy access
  • Date range selections
  • User relationship to evaluation data

Manual Filter Options

Most reports include filters for:

  • Date Range - Select observation periods
  • Organization - Choose specific schools or departments
  • Observer - Filter by who conducted observations
  • Observable - Filter by who was observed
  • Form Set - Filter by evaluation instrument used
  • Status - Filter by completion status

Data Scope Boundaries

  • Users only see data they have permission to access
  • Organization boundaries are strictly enforced
  • Role-based limitations prevent unauthorized data viewing
  • Historical data access follows current permission levels

Navigating Between Report Categories

Main Report Categories

  1. Observation Data - Individual observation records and details
  2. Performance Reviews - Formal evaluation processes and outcomes
  3. User Analytics - Staff participation and coverage metrics
  4. Organizational Insights - High-level trends and summaries

Category Navigation

  1. Use the report category tabs at the top of the dashboard
  2. Click the breadcrumb navigation to move between levels
  3. Use the sidebar menu for quick category switching
  4. Access sub-reports through parent report action buttons

Cross-Report Navigation

  • Many reports include links to related detailed views
  • Use "View Details" buttons to drill down into specific data
  • Export functions are available at multiple report levels
  • Filter settings carry over between related reports when appropriate

Export Options

Available export formats vary by report type:

  • CSV - For data analysis and spreadsheet import
  • PDF - For formatted reports and documentation
  • Bulk Exports - For large datasets and system archives

Each export respects your role permissions and includes only data you're authorized to access.