Generating Observation Reports

The weCLIMB module provides multiple ways to generate and export comprehensive reports from your observation data. You can create PDF exports, summary reports, and detailed analytics to share with stakeholders.

Accessing Observation Reports

Individual Observation Reports

You can generate reports for individual observations:

1. Navigate to weCLIMB → Observations
2. Click on the observation you want to report
3. Click the PDF Export button
4. The system generates a PDF named after the observee (e.g., jane-doe-observation-2025-01-15.pdf)

Role requirement: Reporter, System Administrator, or Organization Administrator

Performance Review Reports

For performance review reports:

1. Navigate to weCLIMB → Performance Reviews
2. Select the performance review
3. Choose Generate Report
4. Configure report options

Role requirement: Evaluator or System Administrator

Report Types

Summary Reports

Summary reports provide high-level analytics:

• Observable Totals: Shows observed vs unobserved users
• Organization Totals: Observation counts by school/department
• Grade Level Analysis: Observation distribution by grade
• Content Area Breakdown: Subject-specific observation data

Detailed Reports

Detailed reports include complete evaluation data:

• All form responses and ratings
• Comments and feedback
• Attachments and supporting materials
• Scoring and rubric details
• Observer and observable information

Generating PDF Exports

Blank Observation Forms

To export blank observation templates:

1. Navigate to weCLIMB → Forms
2. Select the form you want to export
3. Click Export Blank PDF
4. The system generates a PDF named after the form

Completed Observation Reports

For individual observation PDFs:

1. Open the completed observation
2. Click PDF Export
3. The system generates a comprehensive report including:
   • Observation details and metadata
   • All responses and ratings
   • Scoring data
   • Observer and observable information

You can optionally include the discussion thread by selecting Include Discussion before generating.

Performance Review Reports

Performance review PDFs can include additional options:

1. Navigate to the performance review
2. Click Export Report
3. Choose report options:
   • Include Rubrics: Add detailed scoring breakdowns
   • Include Signature: Add signature fields
4. Click Generate Report

Filtering and Sorting Data

Reports support a range of filter criteria. You can save filters for reuse — saved filters appear on each report page and can be reloaded without re-entering criteria.

Common Filters

The following filters are available across observation reports:

• Date Range — Set Start Date and End Date to scope observations by when they occurred
• Organizations — Filter by one or more schools or departments
• Grade Levels — Scope to specific grade levels
• Content Areas — Filter by subject area
• Class Periods — Filter by class period
• Form — Scope to a specific observation form (form set)
• Observees — Filter by the person being observed
• Observers — Filter by who conducted the observation
• Questions — Scope to specific form questions (for answer data reports)

Status Filters

Depending on the report, you can filter by observation status:

• Closed: Completed observations only
• Open: Draft observations
• All: Both completed and draft observations

The Organization Totals report also supports a Totals by Status grouping to break down counts by observation status.

The Observable Totals report includes an Observed Filter Status option:

• Observed Users: Only users with at least one observation
• Unobserved Users: Users without any observations
• All Users: Complete coverage analysis

Report Analytics

Observable Totals Report

Generate a report showing observation coverage across staff:

1. Navigate to Reports → Observable Totals
2. Set filter criteria (organizations, grade levels, date range, etc.)
3. Use the Observed Filter Status option to scope to observed, unobserved, or all users
4. Save the filter for future reuse, or export results

Organization Totals Report

View observation distribution across schools:

1. Navigate to Reports → Organization Totals
2. Apply filters (organizations, grade levels, content areas, form, date range, etc.)
3. Use Totals by Status to group counts by observation status
4. Review observation counts and patterns

Summary Report

Access aggregate observation data across the platform:

1. Navigate to Reports → Summary
2. Apply filters including form, organizations, grade levels, content areas, class periods, observees, observers, questions, date range, and time grouping
3. Save the filter for future reuse

Answer Data Reports

Export detailed response data:

1. Navigate to Reports → Observation Answers
2. Filter by date range and other criteria
3. Export the comprehensive answer dataset for detailed analysis and trending

Exporting Reports

CSV Exports

For data analysis and external reporting:

1. Access any report view
2. Click Export
3. The system generates a CSV file with:
   • Filtered data based on your current view
   • All relevant fields and metadata
   • Formatting suitable for spreadsheet analysis

PDF Generation

For formal reporting and sharing:

1. Individual observation PDFs include complete evaluation data
2. Summary reports can be printed from the browser
3. Blank forms are available for paper-based observations

Background Processing

Large report exports are processed in the background:

1. The system queues your export request
2. You receive a notification when the export is complete
3. A download link is provided via email or in-app notification
4. Reports remain available for download after processing

Sharing Reports with Stakeholders

Internal Sharing

Share reports within your organization:

• Email PDF reports to administrators
• Share CSV data with data analysts
• Print summary reports for meetings
• Archive reports for compliance

External Reporting

For district or state reporting:

• Export anonymized data for research
• Generate compliance reports
• Create board presentation materials
• Share aggregate data with stakeholders

Note: Ensure you follow your organization’s data privacy policies when sharing observation reports.

Report Storage and Access

Generated reports are automatically stored and linked to:

• Original observations and evaluations
• User profiles and performance reviews
• Organization records and archives
• System audit trails for compliance

Reports remain accessible to authorized users based on their role permissions and organizational access.