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Observe Reports

View observation analytics, summaries, and export data.
Ron Sloop
By Ron Sloop
• 8 articles

Observation Reports Overview

Observation Reports Overview The Observe module provides comprehensive reporting capabilities to help you analyze observation data, track performance trends, and make informed decisions about professional development. Available Report Types Observation Reports Standard observation reports show completed evaluations with scoring data, feedback, and trends over time. These reports help administrators track evaluation progress and identify areas for improvement. Summary Reports Summary reports provide aggregated data across multiple observations, showing patterns in performance ratings, common feedback themes, and evaluation completion rates. User-Specific Reports Individual reports focus on specific teachers or staff members, displaying their observation history, performance trends, and professional growth over time. Organizational Reports These reports show evaluation data across schools or departments, helping district administrators understand performance patterns and resource needs. Report Permissions by Role System Administrator You can access all reports across all organizations with full data visibility and export capabilities. Organization Administrator You can view reports for your assigned organization and any sub-organizations, including all observations conducted within your scope. Reporter You have read-only access to reports within your assigned scope. You can view and export data but cannot modify evaluation records. Observer You can access reports for observations you have conducted, including your own evaluation history and performance data. Observable You can view reports showing your own observation results, feedback received, and performance trends over time. Accessing the Reports Dashboard 1. Click Observe in the main navigation 2. Select Reports from the dropdown menu 3. Choose your desired report type from the available options 4. Apply filters to focus on specific data ranges or criteria Understanding Report Data Data Filtering All reports automatically filter data based on your role permissions and organizational access. You will only see information you are authorized to view. Date Ranges Most reports allow you to specify custom date ranges to focus on specific evaluation periods or academic terms. Export Options Many reports offer export functionality to PDF or CSV formats, allowing you to save data for further analysis or sharing with stakeholders. Real-Time Updates Report data updates automatically as new observations are completed and scored, ensuring you always have access to current information. Report Categories Observable Totals These reports show counts of observed versus unobserved staff members, helping you track evaluation completion rates and identify staff who need observations. Observation Answers Detailed reports showing individual responses to evaluation questions, useful for analyzing specific performance criteria and feedback patterns. Performance Trends Reports that track performance changes over time, helping identify professional growth and areas needing continued support.

Last updated on Apr 01, 2026

Running Observation Reports

Running Observation Reports The Observe module provides comprehensive reporting tools to analyze observation data across your organization. You can generate reports with custom filters, date ranges, and export options. Accessing Reports 1. Navigate to the Observe section 2. Click Reports in the main menu 3. Select your desired report type Role requirements: Reporter role or higher to access reporting features. Report Types Observation Reports Standard observation data with filtering and export capabilities. Observable Totals Shows observation counts by organization, including observed and unobserved users. Answer Reports Detailed answer data from completed observations with question-level analysis. Organization Totals Observation counts grouped by organizations, grade levels, or content areas. Applying Filters Date Range Selection 1. Click the Date Range selector 2. Choose predefined ranges (Last 30 Days, This School Year) or set custom dates 3. Click Apply to update the report Organization Filtering 1. Click Organizations filter 2. Select specific schools or districts from the dropdown 3. Use Select All to include all accessible organizations User Selection 1. Click Users filter 2. Search for specific observers or observees 3. Select individuals or groups to include Status Filters Choose observation status: - All Observations - Complete dataset - Closed Only - Finalized observations - Draft - Incomplete observations Observable Status For user-focused reports: - All Users - Both observed and unobserved - Observed Users - Only those with completed observations - Unobserved Users - Those without observations in the date range Generating Reports 1. Set your desired filters using the options above 2. Click Generate Report or allow auto-refresh 3. Review the results in the data table 4. Use pagination controls to navigate large datasets Reports automatically respect your role permissions and organization access. Export Options CSV Export 1. Configure your report filters 2. Click Export CSV 3. A background job will process your request 4. Download the file when notification appears CSV exports include: - All filtered observation data - Question responses and scores - User and organization details - Timestamps and evaluation metadata PDF Export For individual observations: 1. Open the specific observation 2. Click Export PDF 3. Choose formatting options if available 4. Download generated report PDF exports preserve: - Complete observation details - Rubric scores and ratings - Comments and feedback - Professional formatting for sharing Report Data Columns Standard Observation Fields - Observed User - Teacher or staff member - Observer - Person conducting the observation - Organization - School or department - Date/Time - When observation occurred - Form Set - Evaluation instrument used - Status - Closed, Draft, or In Progress Scoring Data - Overall Score - Calculated total if applicable - Section Scores - Individual form section results - Rating Scale Results - Performance level indicators Additional Fields - Grade Level - If specified for the observation - Content Area - Subject area observed - Duration - Length of observation session - Comments - Qualitative feedback provided Data Permissions Role-Based Access | Role | Report Access | |------|---------------| | System Administrator | All organizations and users | | Organization Administrator | Own organization only | | Reporter | Assigned scope and organizations | | Observer | Own conducted observations | | Observable | Own received observations | Data Filtering Reports automatically filter to show only data you have permission to view based on: - Your assigned organizations - Role-specific permissions - Configured access levels Performance Considerations Large Datasets - Use date ranges to limit data volume - Apply organization filters before generating - Consider exporting in smaller chunks for very large reports Background Processing CSV exports for large datasets run as background jobs. You'll receive a notification when your export is ready for download. Troubleshooting No Data Appears - Verify your date range includes the observation period - Check organization filter settings - Confirm observations exist and are closed - Ensure you have appropriate role permissions Export Issues - Large exports may take several minutes to process - Check your notification area for export completion - Contact your system administrator if exports consistently fail Related Features - Dashboard Analytics - Real-time observation metrics - Individual Reports - Single observation detailed views - Scheduling Reports - Automated report delivery - Data Integration - Connect with external systems

Last updated on Apr 01, 2026

Observation Summary Reports

Observation Summary Reports Summary reports provide aggregated views of observation data to help administrators and reporters analyze patterns across organizations, users, and evaluation periods. Accessing Summary Reports Reporters and System Administrators can access summary reports through the Reports section of the Observe module. 1. Navigate to Observe > Reports 2. Select the appropriate summary report type 3. Apply filters to focus your analysis 4. View results in the data table Report Types Organization Totals View observation counts grouped by organization, grade level, or content area. Available groupings: - By Organizations - Total observations per school/district - By Grade Levels - Observations distributed across grade levels - By Content Areas - Subject-specific observation counts Observable User Reports Track observation coverage across your staff: - All Observable Totals - Complete list of observable users with counts - Observed Totals - Users who have been observed during the period - Unobserved Totals - Users who need observations Individual User Analysis Drill down to specific users: 1. Select an organization from the totals view 2. Click to view individual user breakdowns 3. See observation counts per person 4. Identify users needing additional observations Filtering Options Date Range Set your analysis period: 1. Select start and end dates 2. Choose from preset ranges (This Month, This Quarter, This Year) 3. Apply custom date ranges for specific evaluation periods Organization Scope System Administrators can filter by: - Specific organizations - Organization hierarchies - Multiple organization selection Organization Administrators automatically see their organization's data. Grade Level and Content Area Filter observations by: - Grade Levels - Elementary, Middle, High School bands - Content Areas - Math, Science, English Language Arts, etc. - Multiple selections - Combine criteria for focused analysis Saving Report Filters The system remembers your filter preferences: 1. Set your desired filters 2. Navigate away from the report 3. Return to find your filters preserved 4. Clear filters using the Reset option Exporting Data Generate reports for external analysis: 1. Apply your desired filters 2. Click Export 3. Choose CSV format for spreadsheet analysis 4. Download completes automatically Export includes: - All filtered data - Organization names - User information - Observation counts - Date ranges Understanding the Data Count Interpretation - Total Observations - Raw number of completed evaluations - Unique Users - Distinct individuals observed - Coverage Percentage - Proportion of eligible staff observed Status Indicators Reports distinguish between: - Observed Users - Have at least one completed observation - Unobserved Users - No observations in the selected period - Active Users - Currently employed and eligible for observation Role-Based Access System Administrators - View all organizations - Access complete user lists - Export unrestricted data Organization Administrators - See assigned organization data only - View subordinate organization details - Limited to organizational scope Reporters - Read-only access to assigned scope - Cannot modify observation data - Export permissions based on assignment Common Use Cases Evaluation Period Planning Track progress toward evaluation requirements: 1. Set date range to current evaluation period 2. View unobserved totals 3. Identify users needing observations 4. Plan remaining observation schedule Compliance Monitoring Ensure district-wide observation coverage: 1. Group by organizations 2. Compare observation rates across schools 3. Identify schools needing support 4. Generate compliance reports Resource Allocation Understand observation workload: 1. View observer activity levels 2. Identify high-volume periods 3. Plan staffing and training needs 4. Balance observation assignments

Last updated on Apr 01, 2026

Individual Observation Reports

Individual Observation Reports Individual observation reports provide detailed views of specific observations and user performance over time. These reports help administrators and evaluators track progress and generate comprehensive documentation. Viewing Individual Observations Observation Details 1. Navigate to Observe > Observations 2. Click on any observation from the list 3. View comprehensive observation details including: - Observer and observee information - Form responses and ratings - Comments and feedback - Attachments and evidence - Scoring summaries Performance Review Details 1. Navigate to Observe > Performance Reviews 2. Select a completed performance review 3. Access detailed information including: - Linked formal observations - Rating scale results - Evaluation period data - Summary scores System administrators and organization administrators can view all observations within their scope, while observers and observables see only their relevant records. Downloading Observation PDFs Standard Observation PDF 1. Open any completed observation 2. Click Export PDF or Download PDF 3. Wait for the system to generate the report 4. Download the comprehensive PDF document The PDF includes all observation data, responses, comments, and scoring information. Performance Review PDFs 1. Navigate to the performance review details 2. Click Export PDF 3. Choose report options: - Include Rubrics: Add detailed rubric information - Include Signature: Add signature lines for approval 4. Click Generate Report 5. Download when processing completes Blank Observation Forms Generate blank forms for offline use or reference: Creating Blank Forms 1. Navigate to Observe > Export > Blank Forms 2. Select the form set or specific form 3. Choose target user (if applicable) 4. Select organization scope 5. Click Generate Blank Form 6. Download the PDF when ready Blank forms maintain the same structure as completed observations but without responses, useful for training or offline observations. User-Specific Observation History My Observations (Observable View) Observable users can view their own observation history: 1. Navigate to Observe > My Observations 2. Filter by date range, observer, or form type 3. View all completed observations where you were observed 4. Click any observation for detailed results Peer Observations (Observer View) Observer users can track observations they've conducted: 1. Navigate to Observe > Peer Observations 2. Filter by observee, date range, or organization 3. Review all observations you've completed 4. Export data for personal records Performance Review History 1. Navigate to Observe > My Performance Reviews 2. View all completed performance reviews 3. Access linked formal observations 4. Review evaluation period summaries Performance Tracking Over Time Individual Progress Reports Generate comprehensive user performance reports: 1. Navigate to Observe > Reports > Performance Review Reports 2. Select the user from available options 3. Choose date range for analysis 4. View performance trends including: - Score progression over time - Form-specific results - Rating scale comparisons - Improvement areas Observable Totals by User Track observation frequency and patterns: 1. Navigate to Observe > Reports > Observable Totals 2. Filter by organization or user group 3. View observation counts per user 4. Identify users needing more observations 5. Export data for administrative review Organization-Specific User Reports Organization administrators can generate user-specific reports within their schools: 1. Navigate to Observe > Reports > Organization Observable Totals 2. Select your organization 3. Filter by date range or observer 4. View detailed user observation data 5. Export for administrative documentation Export and Sharing Options CSV Export Export observation data for analysis: 1. From any observation list view 2. Click Export 3. Choose date range and filters 4. Download CSV file with detailed observation data PDF Report Generation Generate formatted reports: 1. Access individual observations or performance reviews 2. Use Export PDF options 3. Wait for background processing 4. Download professional-formatted reports Bulk User Reports System administrators can generate reports for multiple users: 1. Navigate to Observe > Reports > Observation Reports 2. Apply user and date filters 3. Export comprehensive data sets 4. Generate PDF summaries by user Individual observation reports provide essential documentation for professional development, evaluation processes, and performance tracking in K-12 educational settings.

Last updated on Apr 01, 2026

Overview of Observe Reports

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.

Last updated on Apr 02, 2026

Observation Data Reports

Observation Data Reports Observation data reports provide detailed insights into observation activities, answers, and evaluation results across your organization. These reports help administrators and evaluators analyze observation patterns, track progress, and make data-driven decisions about professional development. Accessing Observation Data Reports You can access observation data reports through several entry points depending on your role and needs. From the Reports Menu 1. Navigate to Reports in the main menu 2. Select Observation Reports from the dropdown 3. Choose the specific report type you need Report Types Available Observation Details Reports - Individual observation summaries - Complete observation data with answers - Observer and observable information Answer Data Reports - Question-by-question response analysis - Form section performance data - Rating scale distributions Summary Reports - Observation totals by organization - Observable user statistics - Time period comparisons Report Access by Role Different roles have varying levels of access to observation data: | Role | Report Access | |------|---------------| | System Administrator | All observations across all organizations | | Organization Administrator | Organization and sub-organization data | | Reporter | Read-only access to assigned scope | | Observer | Own conducted observations only | | Observable | Own received observations only | Filtering Observation Data All observation reports include powerful filtering options to focus on specific data sets. Date Range Filtering 1. Use the date picker controls at the top of any report 2. Select Start Date and End Date for your analysis period 3. Click Apply to update the report data Common date ranges include current school year, quarter, or custom periods. Observer and Observable Filtering Filter by Observer (Evaluator) 1. Click the Observer dropdown 2. Select one or more observers from the list 3. Reports will show only observations conducted by selected users Filter by Observable (Staff Member) 1. Click the Observable dropdown 2. Select specific staff members to analyze 3. View observation patterns for individual teachers or groups Organization Filtering 1. Use the Organization filter to scope data 2. Select specific schools or departments 3. Reports automatically include sub-organization data based on your access level Form and Content Filtering By Observation Form - Filter to specific observation forms or templates - Compare results across different evaluation instruments By Content Area - Focus on subject-specific observations - Analyze curriculum area performance By Grade Level - View elementary, middle, or high school data - Track grade-level professional development needs Understanding Observation Status Indicators Observation reports display various status indicators to help you understand data completeness: Observation Status - Draft: Observation started but not completed - In Progress: Observation underway but not finalized - Closed: Completed observation with all data final - Submitted: Observation completed and submitted to observable Data Completeness - Complete: All required questions answered - Partial: Some questions unanswered - No Data: Observation created but no responses recorded Viewing Observation Answers and Scores Detailed observation reports show complete answer data and calculated scores. Answer Details Each observation displays: - Question text and response type - Selected answers or ratings - Written comments and feedback - Attached files or media Score Calculations When applicable, reports show: - Individual question scores - Form section totals - Overall observation ratings - Comparison to rating scale benchmarks Rubric Data For rubric-based observations: - Performance level selections - Proficiency indicators - Growth area identification - Strength recognition Exporting Observation Data You can export observation data in multiple formats for further analysis or record keeping. CSV Export Options 1. Click Export from any observation report 2. Select CSV Format for spreadsheet analysis 3. Choose data elements to include: - Basic observation information - Complete answer data - Score calculations - User and organization details PDF Export Options Individual Observation PDFs 1. Navigate to a specific observation 2. Click Export to PDF 3. Select report format options 4. Download formatted observation report Batch PDF Reports 1. Filter observations as needed 2. Click Export Multiple 3. Select PDF format 4. System generates comprehensive report package Report Customization Before exporting, you can customize what data to include: Standard Elements - Observer and observable names - Observation date and duration - Form and section information - Answer summaries Optional Elements - Detailed answer text - Attached files and media - Score breakdowns - Comments and feedback - Rating scale details Report Scheduling and Automation For regular reporting needs, you can schedule automatic report generation. Setting Up Scheduled Reports 1. From any report view, click Schedule 2. Select report frequency (weekly, monthly, quarterly) 3. Choose recipients for automatic delivery 4. Configure filter settings to maintain 5. Save scheduled report settings Scheduled reports maintain your filter settings and deliver updated data automatically. Data Privacy and Security Observation data reports respect all system privacy and security settings: - Users see only data they have permission to access - Organization boundaries are strictly enforced - Observable users can view only their own observation results - Sensitive comments may be filtered based on role permissions Troubleshooting Report Issues No Data Showing - Verify your date range includes observation periods - Check organization and user filters aren't too restrictive - Confirm observations are marked as "Closed" status Missing Observations - Ensure you have proper role permissions - Verify observations are in your accessible organization scope - Check that observation status allows reporting access Export Problems - Large data sets may take time to process - Check your browser's download settings - Reduce date range or filters for very large exports

Last updated on Apr 02, 2026

Organization Totals Reports

Organization Totals Reports Organization Totals reports show observation counts grouped by different organizational dimensions — helping you understand activity patterns across your district or school system. Accessing Organization Totals Reports Role Requirements: System Administrator, Organization Administrator, or Reporter role 1. Navigate to Observe > Reports 2. Select Organization Totals 3. The report loads with default filters applied Report Grouping Options You can view totals organized by three different dimensions: By Organizations Shows observation counts for each organization in your hierarchy: - District-level view shows all schools - School-level view shows departments or grade teams - Respects your organizational access permissions By Grade Levels Breaks down observations by grade level: - Elementary (K-5) - Middle School (6-8) - High School (9-12) - Custom grade level configurations By Content Areas Groups observations by subject area: - Core subjects (Math, Science, ELA, Social Studies) - Specials (Art, Music, PE, Library) - Custom content area definitions Understanding the Data Display Each report shows: - Organization/Grade/Content Area Name - Total Observations conducted - Percentage of total activity - Trend indicators when date ranges are applied Results are automatically sorted by observation count (highest to lowest). Filtering Report Data Date Range Filters - This Week/Month/Quarter - Predefined periods - Custom Date Range - Select specific start and end dates - Academic Year - Full school year view Organization Filters - Specific Schools - Select individual organizations - Organization Types - Filter by elementary, middle, high school - Active Organizations Only - Exclude inactive locations User Filters - Observer Role - Filter by who conducted observations - Observable Role - Filter by who was observed - User Status - Include only active users Viewing Observable User Metrics The report includes observable user statistics: Observed vs Unobserved Counts - Total Observable Users - Staff eligible for observations - Observed Users - Staff who received observations in date range - Unobserved Users - Staff with no observations in date range - Observation Rate - Percentage of observables who were observed User Status Breakdown - Active users currently in the system - Inactive users (transferred, retired, etc.) - New users added during the reporting period Analyzing Organizational Hierarchy Data Multi-Level Views When viewing district-wide data: - Top Level shows district totals - Drill Down reveals individual school performance - Department Level shows sub-organization activity Comparative Analysis - Compare activity levels across similar organizations - Identify high-performing observation programs - Spot organizations needing support or attention Trend Analysis - Week-over-week observation trends - Month-over-month progress tracking - Year-over-year comparison data Exporting Organizational Data CSV Export Options 1. Click Export button in the report header 2. Choose export scope: - Current Filter Results - Only visible data - All Organizations - Complete dataset - Summary Only - High-level totals Export Contents The CSV file includes: - Organization/Grade/Content Area names - Observation counts and percentages - Observable user counts (observed/unobserved) - Date range and filter information - Report generation timestamp Using Exported Data - Import into spreadsheet applications - Create custom charts and visualizations - Share with leadership teams - Archive for historical comparison Report Interpretation Tips Healthy Observation Patterns - Consistent activity across all organizations - High percentage of observables being observed - Regular observation frequency (not concentrated in short periods) Areas for Attention - Organizations with zero or very low observation counts - High numbers of unobserved staff members - Significant gaps in observation activity Professional Development Insights - Content areas receiving less observation attention - Grade levels with observation gaps - Organizations excelling in observation practices Role-Based Data Access Your view of Organization Totals is automatically filtered based on your role: - System Administrators see all organizational data - Organization Administrators see their organization and sub-organizations - Reporters see data within their assigned scope - Observers see only their own observation activity Related Reports - Observable Totals - Focus on individual user observation counts - Observation Reports - Detailed individual observation data - Summary Reports - High-level system performance metrics

Last updated on Apr 02, 2026

Performance Review Reports

Performance Review Reports Performance review reports provide comprehensive analysis of evaluation data to support staff development and administrative decision-making. These reports allow you to track progress, identify trends, and generate documentation for personnel records. Accessing Performance Review Reports Role Requirements - System Administrator: Access all performance reviews across organizations - Organization Administrator: View reviews within assigned organizations - Reporter: Read-only access to assigned scope - Evaluator: View reviews you conducted - Observable: Access your own review results Navigation 1. Go to Observe module 2. Click Reports in navigation 3. Select Performance Reviews Viewing Performance Review Reports Individual Review Reports 1. Navigate to performance review list 2. Click on specific review 3. Select View Report 4. Review displays: - Overall scores by form section - Rating scale results - Evaluation period information - Formal observation attachments - Comments and feedback Report Components Each performance review report includes: - Summary Scores: Aggregate ratings across all forms - Section Breakdowns: Detailed scoring by evaluation criteria - Rating Scales: Visual representation of performance levels - Supporting Evidence: Attached formal observations - Evaluator Comments: Feedback and recommendations - Review Status: Draft, submitted, or finalized Filtering Reviews by Evaluation Period Setting Date Filters 1. Use date range selector in report interface 2. Choose from preset periods: - Current school year - Previous year - Custom date range 3. Apply filter to view results Evaluation Period Options - Annual Reviews: Full-year evaluation cycles - Mid-Year Reviews: Interim progress assessments - Probationary Reviews: New teacher evaluation periods - Custom Periods: District-defined review cycles Accessing Individual Review Details Detailed View Options 1. Click review name to open full report 2. Navigate between sections: - Overview: Summary scores and status - Rubrics: Detailed scoring matrices - Evidence: Attached observations and documents - History: Review timeline and changes Review Status Indicators - Draft: Review in progress, not finalized - Submitted: Completed by evaluator, pending approval - Approved: Finalized and locked - Reopened: Unlocked for modifications Comparing Performance Across Time Periods Multi-Year Comparison 1. Select staff member from review list 2. Use Compare Years option 3. View side-by-side performance data 4. Analyze trends and improvement areas Growth Tracking Performance comparisons show: - Score changes between review periods - Improvement in specific competency areas - Consistent strength areas - Areas needing continued support Exporting Performance Review Data PDF Export Options 1. Open individual performance review 2. Click Export to PDF 3. Choose export options: - Include rubric details - Add signature lines - Attach supporting documents 4. Download generated report Bulk Export 1. Filter reviews by desired criteria 2. Select Export All option 3. Choose CSV format for data analysis 4. Download compiled report file Export Formats - PDF: Formatted reports for printing and filing - CSV: Data export for spreadsheet analysis - Summary Reports: Aggregate data across multiple reviews Understanding Review Status Indicators Status Types - Green: Review completed on schedule - Yellow: Review approaching deadline - Red: Overdue review requiring attention - Blue: Review in progress - Gray: Future review not yet due Deadline Management The system tracks: - Review due dates based on evaluation periods - Automatic reminders for approaching deadlines - Overdue review notifications - Completion status across organization Report Permissions and Access Data Visibility Your access to performance review reports depends on your role: - System Administrators see all reviews across organizations - Organization Administrators access reviews within their schools - Reporters view read-only data within assigned scope - Evaluators see reviews they conducted - Observable staff access only their own review results Privacy Protection The system ensures: - Role-based data filtering - Organization boundary enforcement - No unauthorized access to confidential evaluations - Secure handling of personnel information

Last updated on Apr 02, 2026