Video: Using the Observation Progress Report

The Observation Progress Report provides administrators a comprehensive view about progress within the organization’s evaluation cycle.

For an in-depth review of using the Insights Reports to facilitate strategic decision making, please see Insights Reports - Webinar.

Video time: 08:51

Welcome to the EdReflect Training Video: Using the Observation Progress Report.

As you watch this video, you may want to have your account open so you can toggle between the video and your account as you follow along.

The Insights Reports are dynamic reports that give Administrators the information they need to review and understand how their organizations are progressing in their reporting cycle and how learners are performing based on aggregate data.

This video looks at using the Observation Progress Report.

The Observation Progress Report presents a view of the evaluation cycle and whether your organization is on track to complete each learner’s full evaluation cycle.

Let’s look at how to use the Observation Progress Report.

Remember that different states and districts have different evaluation processes and naming conventions.

The information presented here may use different activity names and processes from yours.

While your selections and processes will likely vary from those shown below, the basic reviewing, navigating and filtering functions will be consistent across organizations.

1:10 Hover on the Reporting and Insights tab at the top of your dashboard and then select the report you want to see.

The Observation Progress Report opens to either a whole organization view or site view, depending on your role.

We are viewing the aggregate data for an entire district here at the top of the report.

Site or school-level administrators see only their own site’s data in this view.

There is also a Coach view, where observers see just their learners’ data.

1:42 The individual schools’ aggregate data displays below.

The report’s tools work similarly whether you have access to an individual school or a district with multiple sites.

Let’s start with the bigger organization view.

The report opens to display all of this district’s aggregate data.

2:02 Filters in this row allow you to narrow your report results to just the information you want to see.

We’ll look at filters in a bit.

The total number of learners across the organization displays at the top.

This doughnut chart tells you how many learners have completed a specified total number of observations or meeting activities.

2:26 The wedges are color coded to indicate the total number of activities completed.

If we look at this wedge, we can see that 315 students have completed a total of 3 observations and/or meeting activities.

2:41 When you hover on a wedge, you get a pop up that magnifies the same information

2:48 The bar graphs give to the right display the number of completed activities by template, so you can see at a glance how many particular activities, were completed across your organization.

Remember, your view won’t read Template D or Template P, it will list your activities, like Goal-setting conference, Mid-year Review, Professional Responsibilities Conference or Informal Observation.

You can see at-a-glance which observation or meeting activities had the strongest completion rate.

Remember, these charts display data from completed activities, so if you feel some numbers are low, it may be that observers have not actually closed or completed the activities.

You may wish to follow up with your staff to ensure all completed activities are marked closed.

Now let’s look at site-level report data.

3:42 Similar to the district-level data, the doughnut chart tells you how many learners have completed a specified total number of observations.

The site-level report also allows you to drill down to individual learner data.

3:56 You can hover on a wedge to magnify the information.

Instead of a bar chart, you see a stacked bar chart and a table underneath that breaks down how many activites by template were completed.

At the site or school level, you have the option to drill down to view actual learner observation data.

4:18 Click Show Details.

Learners and their observation statuses display in a table below the chart.

Notice that learners are organized by rubric type.

Activites are color-coded by observer.

4:40 You can click the plus sign to view all of the observers.

A solid color box indicates a completed observation or meeting activity.

A hollow box is not completed.

Remember, that a completed activity is one where the observer clicked the close option to finalize the activity.

5:04 When you hover on a box, you can view the observer and date the observation was created in a pop up.

Now, let’s look at using filters.

Whether you are a coach, site-level administrator or an Administrator for a district or multiple schools, the filters work in the same way, but you will have a different number of options.

For example, a district-level administrator will have a choice of multiple schools in the school filter, while a school-level administrator will likely see just one school. A coach will see only his or her school.

5:49 Let’s look at filtering by Activities.

Perhaps you’d like to see progress on a beginning of the year activity.

For some of you that may be a goal or target setting activity.

6:00 You may need to deselect the items you don’t want to see, so you may wish to click Uncheck All if you have just one or two items to select.

In this case, Template Y is a beginning of the year activity.

Then, just click the activity or activities whose data you want to see.

6:22 To apply the filter, click off the menu.

As you approach the end of the school year, you might expect to see a majority of completed activities.

Looking at the district level, we can see that there are 36 learners who have no activities completed.

These could be personnel that have left the district, but are still in the system, or the learners may be missing this activity.

We can view individual sites to get a closer look at the data.

6:58 This school has 44 learners and only 40 completed Template Y activities.

You can open the details to view the actual learner data and explore any irregularities.

7:13 We can see that this learner does not have a completed activity.

We may want to follow up to learn why. It may be that this learner is no longer in the district and needs to be removed from the system or the observer simply didn’t close the activity.

7:29 You can hide the details when you’re finished.

All of the filters work similarly and are powerful tools for analyzing your data.

Filters can be layered to fine tune the data you see.

We’ll show all observation and meeting templates now.

7:50 Use the date filter to change the date range

We’ll choose a specific rubric to view.

Rubric L is an administrator’s rubric.

Now we are viewing completed observation or meeting activities related to the Rubric L for a specific date range.

Remember that we are logged into a district-level view.

Site level administrators display options and data relevant only to their school or schools.

Coaches see just their own learners.

This concludes our Overview of Using the Observation Progress Report.

If you have any questions or technical concerns, please don’t hesitate to contact BloomBoard at

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