You can get simple reports on observation checklists like:

  • Scenario 1: Who is still underway on a particular observation?
  • Scenario 2: Who has completed a particular observation?
  • Scenario 3: All users who scored higher than 80% for a particular observation
  • Scenario 4: All users who have failed a particular observation
  • Scenario 5: All users whose observers selected a particular answer for a particular question in a particular observation
  • Scenario 6: All users who were signed off in the last 30 days for a particular observation

For more in depth analysis and reporting, we recommend you look into getting an LRS.

Scenario 1: Who is still underway on a particular observation?

Step 1: Click on Observation Checklist in the side menu to expand it.

Step 2: Click on Activity Reports

Step 3: Click Add Filter, and select Status


Step 4: Select 'Underway' from the drop down menu

Step 5: Search for the Observation name


To help fine grain the search you can add in another filter to search for the person who was observed.

Step 4 (optional): Click Add Filter

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Step 5 (optional): Choose title or person

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Step 6 (optional): Search for the person (learner / trainee that was observed)

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Scenario 2: Who has Completed a Particular Observation?

Step 1: Click on Observation Checklists in the side menu to expand it.

Step 2: Click on Activity Reports

Step 3: Click Add Filter and select Status


Step 4: Select 'Signed Off' from the drop down menu.


Step 5: Search for the Observation name


Add in another filter to search for the person who was observed. The following steps are optional.

Step 6 (optional): Click Add Filter

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Step 7 (optional): Choose title or person

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Step 8 (optional): Search for the person (learner / trainee that was observed)

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Scenario 3: All users who Scored Higher than 80% for a Particular Observation Checklist

Step 1: Click on Observation Checklists in the side menu to expand it.

Step 2: Click on Activity Report

Step 3: Click Advanced search, Add filter, Status

Step 4: Select Signed off from the drop down menu (Because we need to see who has completed the checklist before we find the answer)

Step 5: Click Advanced Search again, then Add filter:

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Step 6: Choose score

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Step 7: In the drop down select Greater Than

Step 8: Type in 80 into the input box

The list will filter to meet these requirements.

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Scenario 4: All Users who have Failed a Particular Observation?

Step 1: Click on Observation Checklists in the side menu to expand it (you will only see it in the menu if you have installed it)

Step 2: Click on Activity Reports

Step 3: Click on Advanced search , click Add Filter and select Status


Because we need to see who is signed off on to see who failed.

Step 4: Click Advanced Search again and then Add Filter

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Step 5: Choose passed

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Step 6: In the drop down choose failed

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Scenario 5: All Users whose Observers Selected a Particular Answer to a Particular Question for a Particular Observation Checklist

For example you want to report on all the "Retail Management - Phone Usage" observations where the observer has selected the answer 1 as an answer for question "are all phone calls answered within the second or third ring?".

Step 1: Click on Observation Checklists in the side menu to expand it

Step 2: Click Activity Reports

Step 3: Click Advanced search, Add filter, Status

Step 4: Select Signed off from the drop down menu (Because we need to see who has completed the checklist before we find the answer)

Step 5 (optional): Search for the person

Step 6: Click Advanced search again and Add Filter

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Step 7: Choose question

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Step 8: Click on No Observation Checklist selected and choose the Observation Checklist you want the report on.

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Step 9: Choose the question

Step 10: Choose the answer

  • If you just want to know that the question has been answered, tick Show if item answered
  • If you want to know that that the selected answer contains a particular text, tick Show if answer matches text then enter in the text you want to match

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Scenario 6: All Users who were Signed Off in the Last 30 days for a Particular Observation

Step 1: Click on Observation Checklists in the side menu to expand it

Step 2: Click on Activity Reports

Step 3: Click Advanced search, Add filter, Status

Step 4: Select Signed off from the drop down menu (Because we need to see who has completed the checklist before we find the answer)

Step 5: Search for the Observation name


Step 6: Click Add Filter

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Step 7: Choose date

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Step 8: Choose filter items signed off

Step 9: Choose in last 30 days

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