The Observation Status Report displays the submitted observations and their statuses. This article walks you through the different filter and column options available in this report.
Select Observation Status Report Customizable from the list.
Filter Options Specific to Observation Status Report (Customizable)
Select the Observation you want to see in the report
By default, all observations will appear unless specifically selected.
Multiple can be selected.
Select the Worksite of the training records being retrieved from
By default, all worksites you are an admin for will appear unless specifically selected.
multiple worksites can be selected
Use My Admin Groups or Group Filter to select specific group(s) to view only the users who are a part of that group and have taken the activities.
Select the Observation date range you want to include in the report
All dates will be included unless a specific period or dates are selected.
Select the Qualified date you want to include in the report
All dates will be included unless a specific period or dates are selected.
Select the Activity date you want to include in the report
All dates will be included unless a specific period or dates are selected.
Select the Observation date range you want to include in the report
All dates will be included unless a specific period or dates are selected.
For the following options, simply check or uncheck the boxes:
Show Archived Users will show any users that have been archived.
By default, all Completion Statuses will appear in the report unless a specific status is selected to display only the observations with the selected status.
By default, all Detailed Statuses will appear in the report unless a specific status is selected to display only the observations with the selected detailed status.
By default, Display question data will be toggled OFF. Toggle it ON to view question data listed in the column section below.
Column Settings
For detailed descriptions of each column, refer to our Report Column Descriptions article. Once you have made the desired customizations, click REFRESH at the bottom. The report will update with the new filters and columns, and the settings drawer will close automatically.
Available Columns
Here's a list of columns you can choose from for the Observation Status Customizable Report:
Observation Title
Summary Comments
Corrective action note
Status group
Observation Version
User Full Name
User ID
Position Title
User Worksite
User Groups
Supervisor
Employee Signature
Observed By
Expiration Date
Positive Reinforcement delivered
Coach Signature
Observation End
Corrective action done
Reinforcement done by
Language
Completion Status
Corrective action done by
External ID
Training Start Date
Detailed Status
User's Score
Root cause
Observed by last name
Passing Score
User Archived
User Validated
Observed by first name
Columns Available through the Display Question Data Toggle
Section Title
Question ID
Question text
Question result
Question comment
Question photos
Schedule Reports
For instructions on scheduling reports, refer to our article on Scheduling Reports.