In Report Builder, you can generate a customizable report of Observations and Self Assessments completed in your system, filtering for one specific form template at a time. Using some of our Standard Reports templates, you can filter form completion by rubric template name, along with all answer choices selected and comments made.
To do so, first go to your top navigation bar and click 'Insights.' This will take you to the Report Builder Hub page.
Next, navigate to the 'Standard Reports' tab. From there, scroll through the list of templates and open either 'Observations Completed' or 'Self Assessments Completed.'
This will load a report of all observations completed - depending on whether or not it was completed as a self assessment or a regular observation. Each report will include completed rubric data compiled from the utilization of your data form rubric templates.
NOTE: If you are a Talent HS user, and the data appears as 'Redacted,' the observation/self assessment in question has not been shared with your account, and so the data has been hidden for security reasons.
Filtering By Template Name
-
On your report, go to the column header for 'Template Name' and click on the 'three-line menu icon.'
-
Next, click the 'filter icon' and click 'Select All' to deselect/clear out all of the current filtering for this column.
-
Scroll through your list of active rubric templates and click on the 'checkbox icon' next to the template you would like to filter for. Your report will apply your changes automatically!
Adding Columns for Answer Choice Data
To display the answer choices selected for the specific rubric, open the 'Columns' menu on the far right side of your report. Go to the 'Observations' section. You will find your new data form rubric template listed under the Observations column section! Click the 'checkbox icon' beside it to display all of the answer choices for this rubric template in your report.
Saving Your Report
You can then save this report for later use by clicking 'Save' in the top, right-hand corner. This report, along with all of its filtering and adjustments, will appear under your Saved Reports in Report Builder.
To export a CSV file of the report, click 'Export.'