Worker Monitoring Reports Overview

This module covers interpreting and using worker monitoring reports, as well as configuring saved and scheduled reports.

 

This module requires completion of:

  • CommCare Fundamentals
  • CommCareHQ Basics

 

Learning ObjectiveThe learner should be able to:Link to Resources
Distinguish between raw data and worker activity data
  • Define raw data and the types of raw data
  • Explain the differences between the types of raw data
  • Define and provide examples of worker activity data
CommCare Fundamentals - Data in CommCare
Understand and be able to apply report filters
  • Explain the purpose of report filters and when they should be used
  • Know when and how to apply filters for submission time, completion time, date range, users, groups, case type, and form(s)
Report and Export Filters
Explain the difference between form completion time and form submission time, and why they could differ
  • Define completion time
  • Define submission time
  • Explain the difference between completion time and submission time
  • Explain why completion time and submission time may differ, and provide examples of what the time difference may indicate
Form Completion versus Form Submission and Timezones
Interpret and Use the Worker Activity Report
  • Navigate to this report in CommCareHQ
  • Interpret what each column means (this is the most complex report)
  • Explain when to use this report
Worker Activity Report
Interpret and Use the Daily Form Activity Report
  • Navigate to this report in CommCareHQ
  • Interpret the number of forms submitted by a given mobile worker on a given day
  • Explain when to use this report
Worker Monitoring Reports
Interpret and Use the Submissions by Form Report
  • Navigate to this report in CommCareHQ
  • Interpret how many forms of each type a given mobile worker has submitted over a given date range
  • Explain when to use this report
Worker Monitoring Reports
Interpret and Use the Form Completion Time Report
  • Navigate to this report in CommCareHQ
  • Interpret the average completion time of a given form for a given mobile worker over a given date range.
  • Explain when to use this report
Worker Monitoring Reports
Interpret and Use the Case Activity Report
  • Navigate to this report in CommCareHQ
  • Interpret the number and percentage of cases a mobile worker has “touched” in the last 30 days, 60 days, or 90 days
  • Explain when to use this report
Worker Monitoring Reports
Interpret and Use the Form Completion vs. Submission Trends Report
  • Navigate to this report in CommCareHQ
  • Interpret the time between when forms were completed on the phone and when the server received them
  • Explain when to use this report
Worker Monitoring Reports
Interpret and Use the Worker Activity Times Report
  • Navigate to this report in CommCareHQ
  • Explain when to use this report
Worker Monitoring Reports
Export a Report into Excel
  • Complete the exporting process 
  • Explain when to export a report to Excel
Export Worker Monitoring Reports to Excel
Save a Report and explain why this is useful
  • Create or update a saved report
  • Recall the ability to access saved reports directly from the Dashboard and Dropdown menu in CommCareHQ
  • Explain reasons for saving a report
  • Delete saved reports
  • Explain who can access and manage a saved report
Managing Saved and Scheduled Email Reports
Schedule an Email Report
  • Navigate to the appropriate page in CommCareHQ 
  • Configure scheduled reports
  • Edit or stop scheduled reports
  • Explain who can access and manage a scheduled report
Managing Saved and Scheduled Email Reports

 

 

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