Observation Reports and Export

Edge’s Observe module provides comprehensive reporting and export capabilities for observation data. You can generate detailed reports, export data in multiple formats, and create blank observation forms for offline use.

Viewing Observation Reports

Individual Observation Reports

1. Navigate to Observe → Observations
2. Click on any completed observation
3. View the detailed report including:
   • Observer and observee information
   • Form responses and ratings
   • Comments and feedback
   • Scoring data

Summary Reports by Organization

You can view observation totals across your organization structure:

1. Go to Observe → Reports → Organization Totals
2. Select filtering options:
   • Date Range: Choose time period
   • Organizations: Select specific schools/departments
   • Grade Levels: Filter by grade level
   • Content Areas: Filter by subject area
   • Class Periods: Filter by class period
   • Form Sets: Select specific observation forms
   • Group By: Totals by status
3. View observation counts and distribution

Observable User Reports

Track which staff members have been observed:

1. Navigate to Observe → Reports → Observable Totals
2. Filter by:
   • Organizations: Specific schools or departments
   • Grade Levels: Filter by grade level
   • Content Areas: Filter by subject area
   • Class Periods: Filter by class period
   • Date Range: Specific time period
   • Observed Filter Status: All users, observed only, or unobserved only
3. View results by staff member

Generating PDF Exports

Individual Observation PDFs

Export any observation as a professional PDF report:

1. Open the observation you want to export
2. Click PDF Export
3. Wait for the job to complete
4. Download the generated PDF

The PDF includes:

• Complete observation details
• All responses and ratings
• Comments and feedback
• Scoring summary

Bulk Observation PDF Export

Export multiple closed observations at once as a ZIP file of individual PDFs:

1. Navigate to Observe → Observations
2. Apply filters to select the observations you want to export
3. Initiate the bulk export
4. The system queues the export and renders each PDF individually
5. When complete, download the ZIP archive

Bulk exports require observations to be closed. If no closed observations match your filter, the export will not proceed. Only one bulk export can run at a time per organization.

Performance Review Report PDFs

For performance reviews, you can generate comprehensive reports:

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

Blank Observation Form PDFs

Create printable versions of your observation forms for offline use:

1. Go to Observe → Forms
2. Select the form you want to export
3. Click Export Blank PDF
4. Click Generate

The blank PDF is named after the form set. Blank PDFs are useful for:

• Backup documentation during technology issues
• Training new observers
• Creating practice forms

CSV Data Exports

Observation Data Export

Export detailed observation data for analysis:

1. Navigate to Observe → Observations
2. Apply any desired filters
3. Click Export CSV
4. Download the file when ready

The CSV includes:

• Observation metadata
• All responses
• Scoring data
• User information

Answer-Level Export

For detailed analysis, export individual question responses:

1. Go to Observe → Reports → Observation Answers
2. Set filters for specific:
   • Date ranges
   • Organizations
   • Grade levels
   • Content areas
   • Class periods
   • Forms or questions
   • Observers or observees
3. Click Export

This provides granular data for statistical analysis and research.

Filtering Report Data

Date Range Filters

Most reports allow date filtering:

• Start Date / End Date: Specific date ranges
• Observed Date: When the observation occurred

Organization Filters

Filter by organizational structure:

• Specific Schools: Individual buildings
• Districts: Entire district data

User Filters

Narrow results by people:

• Observers: Who conducted observations
• Observees: Who was observed

Form and Content Filters

Filter by observation content:

• Form Sets: Specific observation forms
• Grade Levels: Elementary, middle, high school
• Content Areas: Math, reading, science, etc.
• Class Periods: Specific periods or blocks

Understanding Report Metrics

Observation Counts

Reports show various count metrics:

• Total Observations: All completed observations
• Unique Users Observed: Individual staff members observed
• Average per User: Observations divided by staff count

Scoring Metrics

When forms include ratings:

• Average Scores: Mean ratings across observations
• Score Distribution: How ratings are spread
• Trend Analysis: Score changes over time

Completion Rates

Track observation completion:

• Closed vs. Open: Finished vs. in-progress observations
• Response Rates: Percentage of questions answered
• Compliance Metrics: Meeting observation requirements

Role Requirements

Different roles have varying report access:

• System Administrators: Access all reports across the tenant
• Organization Administrators: Reports for their assigned organizations
• Reporters: Read-only access to assigned reports
• Observers (evaluator/observer role): Can export their own conducted observations
• Observables: Can access reports of their own observations

Export Job Processing

Large exports are processed as background jobs:

1. Click the export button
2. Job is queued for processing
3. You’ll receive an email when complete
4. Download link provided in email

Bulk PDF exports progress through the following stages: queued → rendering → assembling → completed. If an export fails, you can restart it. Stale or failed exports are automatically reaped by the system.