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Observe Reports

View observation analytics, summaries, and export data.
Ron Sloop
By Ron Sloop and 1 other
7 articles

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 04, 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 04, 2026

Observation Summary Reports

Observation Summary Reports Summary reports provide comprehensive views of observation data across your organization. You can aggregate data by users, organizations, time periods, and various other dimensions to analyze trends and performance patterns. Available Summary Reports Observable Totals Reports Observed Users - View organizations with users who have been observed - Shows count of observed staff per organization - Filters to organizations with observation activity - Useful for tracking coverage Unobserved Users - Identify organizations with staff who haven't been observed - Highlights organizations needing attention - Shows count of unobserved staff - Helps ensure evaluation compliance All Users - Complete view of observed and unobserved staff - Combines both observed and unobserved counts - Provides full organizational picture - Default view for most reporting needs Organization Totals Reports By Organizations - Observation counts grouped by school/department - Shows total observations per organization - Sorted by observation volume - Ideal for district-level oversight By Grade Levels - Observation activity across grade bands - Groups observations by assigned grade levels - Identifies grade-level coverage gaps - Useful for curriculum coordinators By Content Areas - Subject-specific observation patterns - Breaks down observations by content area - Shows discipline-specific activity - Supports department-level analysis Generating Summary Reports Accessing Reports 1. Navigate to Observe → Reports 2. Select your desired report type 3. The system displays available summary reports Required Role: Reporter, System Administrator, or Organization Administrator Setting Data Parameters Date Range Selection 1. Use the date picker to set start and end dates 2. Common ranges include: - Current evaluation period - School year to date - Last 30/90 days 3. Click Apply to update the data Organization Scope 1. Select specific organizations from the dropdown 2. Choose All Organizations for district-wide view 3. Sub-organizations are included automatically User Filters 1. Filter by specific roles (Observer, Observable) 2. Select individual users if needed 3. Use Active Users Only to exclude inactive staff Understanding Report Data Count Columns - Total: Overall count for the dimension - Observed: Users with at least one observation - Unobserved: Users with no observations in date range - Observations: Total number of observations conducted Status Indicators - Organizations with no activity appear grayed out - Active organizations display in standard text - Counts update automatically based on filters Customizing Report Views Filtering Options Observation Status - Closed Only: Completed observations (default) - All Statuses: Include draft and in-progress - By Observer: Filter by who conducted observations Organization Filters - Active Organizations: Currently active locations - Observe Activated: Organizations with observation module enabled - Specific Locations: Choose individual schools/departments Grouping and Sorting Sort Options 1. Click column headers to sort 2. Available sorts: - Alphabetical (organization name) - Count (high to low) - Date range 3. Secondary sorts maintain primary order Group By Options - Select grouping from Totals By Status dropdown - Options vary by report type - Grouping affects both display and export Interpreting Summary Results Coverage Analysis Observation Distribution - Look for organizations with zero observations - Identify heavily observed vs. under-observed areas - Check for seasonal patterns in data User Participation - Review observed vs. unobserved ratios - Ensure all required staff are included - Monitor observer workload distribution Trend Identification Time Patterns - Compare current period to historical data - Identify peak observation periods - Track progress toward evaluation goals Organizational Patterns - Note consistently high/low performing areas - Identify organizations needing support - Recognize successful observation programs Saving and Sharing Reports Export Options CSV Export 1. Click Export button on any report 2. System generates CSV with current filters applied 3. Download includes all visible data columns 4. File naming follows: report-type-date-range.csv PDF Reports 1. Select PDF Export for formatted reports 2. Choose to include summary statistics 3. Reports generate with organizational branding 4. Ideal for board presentations or formal documentation Filter Persistence Saved Filters - System remembers your last-used filter settings - Navigate between report types with filters preserved - Filters reset when you log out Session Filters - Moving between related reports maintains context - Organization-specific views carry forward - Date ranges persist across report types Report Permissions and Access Role-Based Visibility System Administrator - Access to all organizations and users - Can view system-wide summary data - Full export capabilities Organization Administrator - Limited to assigned organizations - Can view all staff within scope - Organization-scoped exports only Reporter Role - Read-only access to assigned data - Cannot modify filters outside scope - View and export permissions only Data Security Automatic Filtering - Reports show only data you have permission to view - Organization hierarchy is automatically respected - No unauthorized data appears in results Audit Trail - Report access is logged - Export activities are tracked - User permissions are verified on each request Summary reports provide powerful insights into your observation program's effectiveness and coverage. Regular review of these reports helps ensure evaluation compliance and identifies areas for program improvement.

Last updated on Apr 04, 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 04, 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 04, 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 04, 2026

Observable Users Totals Report

Observable Users Totals Report Overview The Observable Users Totals report shows how many of each organization's currently observable users have been observed, and how many still need to be. It's a coverage snapshot, not a historical roll-up — see How counts are calculated for the full picture. How to open it From the Reports dashboard, click the Observable Users Totals card. From Reports → Observation Reports, click the Observable Users Totals card. You can also reach it from the Admin Dashboard: the Users Observed and Users Not Observed widgets on each organization's panel link directly into the relevant filter on this report. What you see at the top Four summary cards run across the top of the page. They update automatically when you change the date range, status, or organization filter. Organizations — how many of your organizations have observation enabled and are accessible to you. Users to Observe — the total pool: every currently observable user across those organizations. Users Observed — how many of those users have at least one observation in the selected date range. Users Not Observed — the remainder: observable users with no observation in the selected date range. On first page load, the Users Observed and Users Not Observed cards display a placeholder dash. They fill in as soon as the table data loads. Reading the table Each row is one organization. The exact columns depend on the All / Users Observed / Users Not Observed selector: All — Organization, Observable Users, Users Observed (green badge), Users Not Observed (gold badge). Users Observed — Organization, Observable Users, Users Observed. Users Not Observed — Organization, Observable Users, Users Not Observed. Column meanings are the same in every view: Observable Users — the current count of observable users who are members of that organization. Users Observed — observable members of that organization with at least one observation in the date range, recorded at that organization. Users Not Observed — the rest of that organization's observable members. Click the › at the right of any row to expand a per-user breakdown for that organization. Organizations with no observable users show a muted "No observable users" indicator and are pushed to the bottom of the list. How counts are calculated Two things to know. Date filter narrows the observation window. Choosing a smaller range (for example, this school year) only counts observations recorded inside that range. "All Time" counts every observation ever recorded. Roster membership is always evaluated as of today. If a teacher was observed at School A two years ago and has since transferred to School B, that observation is not counted toward School A in this report — they're no longer on School A's roster. The observation also does not get reassigned to School B; observations stay tied to the organization where they were recorded. The teacher will simply appear in School B's "Not Observed" count until someone observes them at School B. The historical observation at School A still exists — it's visible in observation lists and on the teacher's profile — but it doesn't roll up to either school in this coverage report. This is intentional. The report is designed to answer "who on each school's current staff still needs to be observed?", not "what was the historical observation activity at each school?". Tip: if you need historical activity per organization regardless of current rostering, use the Organization Totals report instead. Filtering Date range — top left. Defaults to the current school year. Presets cover Last 30 Days, Last 90 Days, This Month, This Quarter, Last Year, This Year, and All Time, plus a custom Start Date / End Date entry. All / Users Observed / Users Not Observed — narrows the view to one slice. This selector also swaps the table layout (see Reading the table) and decides which CSV the Export button produces. Filter button — opens a Filters dialog where you can scope to one or more organizations. Selections persist across status switches. The active filters are summarized just above the table. Click the small ✕ on the summary line to clear them all at once. Exporting to CSV Click Export CSV in the upper right. There is one button — it exports whichever slice is currently selected in the All / Users Observed / Users Not Observed selector: All selected — exports the combined list of every observable user with their observation count. Users Observed selected — exports only observable users with at least one observation in the date range. Users Not Observed selected — exports only observable users with zero observations in the date range. Switch the selector before clicking Export CSV to change the output. Exports honor whatever date range and organization filters you have applied. Each export is generated as a background job; you'll get a notification when it's ready to download. Common questions Why does my org show fewer "Users Observed" than I expected? A user is only counted toward an organization if they're a current member of that organization. If they transferred away, their past observations follow them to their new organization. Can a single user be counted toward more than one organization? Yes — if they're a current member of multiple organizations and have observations in each, they'll show in each org's count. The summary card "Users Observed" counts each user once across the whole pool; per-organization rows can therefore sum to more than the card. The summary card and the column totals don't match my mental math. The summary cards count distinct users across the whole pool. The per-org rows count distinct users within each org. A user in two orgs counts once in the summary but appears in both orgs' rows. I selected "Users Observed" and now only one count column is showing. That's expected. The All / Users Observed / Users Not Observed selector swaps the table layout — All shows both count columns, the other two views collapse to the single column you asked about. Switch back to All to see both counts side by side. Where do I see which specific users are missing observations? Click the › chevron on any organization row to expand the per-user list, or set the selector to Users Not Observed and click Export CSV for a flat list. Related reports Organization Totals — observation activity by organization, grade level, and content area (historical, not roster-scoped). Observation Status Report — observation-level detail with observer, staff member, location, form set, and status. Observation Summary Report — question-level results across observations. What changed in this revision: - "Exporting to CSV" rewritten — Export CSV is one button whose output is decided by the Status selector, not a three-way dropdown. - "Reading the table" expanded to call out that columns change with the Status selector (the original copy described only the All view). - Date-range preset corrected to "All Time" (the on-page label). - Removed the duplicated markdown table under "What you see at the top" (Chatwoot tables render unreliably; the bullet list was already there). - Added an FAQ about the column-swap behavior, since that's the most likely user surprise. - Added a sentence about the dash placeholder on the Observed / Not Observed cards on first load. - Added a note that "no observable users" rows are pushed to the bottom of the table.

Last updated on Apr 29, 2026