There are various reports that CommCareHQ provides for easy, quick analysis of your users' performance. To access these reports, log into your domain on CommCareHQ and click the "Reports" tab. Select a report under the "Monitor Workers" section on the left.
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These reports include a variety of filtering options. These are described in detail in https://dimagi.atlassian.net/wiki/x/VgrKfw.
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This functionality is only available for project spaces where case sharing is enabled.
Report will be aggregated per User (CHW) or case sharing groups/location(Groups) as per the chosen selection.
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When ‘Users’ option is selected :
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When ‘Users’ option is selected, the data is aggregated by user and the first column will have ‘Users’ as a heading
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When ‘Groups’ option is selected :
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Form Completion vs. Submission Trends
This report displays a log of all submissions, comparing submission time to completion time. If submission time is before completion time, the report flags the form as "strange" - this should never happen if the time on the phone is set correctly.
Purpose: This report enables the data manager to see if there are connectivity issues causing long delays between completion and submission times, or if any mobile workers may have the incorrect time on their phones.
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Creating a new saved report
Creating a scheduled email from a saved report
Creating a New Saved Report
Navigate to the "Reports" tab on CommCareHQ.
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Choose the report you would like to save as a "Favorite." We will use the Worker Activity Report as as an example.
Report filter options
You must populate and apply a filter before you can see any data.
Groups - Clicking on the box allows you to select a group from the dropdown menu. You can also add a group by typing the name. You can search for multiple groups at a time.
Aggregate by Users of Groups - you can view the reports either by individual users or by groups.
Date Range - Choose the date range of form submissions you want to say (as determined by the server date/date received)
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Edit allows you to change the report name, day and time, and recipients
View allows you to view the report data
Send Test will send out a test email to all of the recipients
Delete will permanently delete the report. if you accidentally delete a report that you just need to create a new scheduled report and it is possible to re-create the same email report.
Bulk Delete Scheduled Reports
The bulk delete my scheduled reports feature gives you the option to bulk delete multiple scheduled reports at once. These are the steps to bulk delete my scheduled reports:
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Verify the confirmation message.
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When a user is removed from a project space, all the Saved and Scheduled reports owned by that user will be automatically deleted from the project. Existing users should ensure recreating reports with similar configurations prior to the removal of the user to avoid any disruption in reporting continuity. |
Shared Saved Reports
Within the “Reports” tab, under the “My Saved Reports” section, there is an additional section labelled “Shared Saved Reports”. This section displays reports which are referenced under the Scheduled Reports section.
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The Shared Saved Reports are exclusively accessible only to users with admin role. This ensures that the project admins can view these reports, allowing them to oversee and manage reports within the project space. It also provides the ability to edit and delete the reports to the project admins.
This feature is particularly useful for admin users to keep track of what reports being configured and shared using Scheduled Reports.
Frequently Asked Questions
Can I remove someone from a scheduled report when I didn't create the scheduled report myself? Answer: No, only the person who created the scheduled report can add or remove someone AND the scheduled report receiver can unsubscribe themselves from within the email, when they click at the bottom of the email on "Unsubscribe from this report". A best practice therefore is setting up the scheduled report on the account of the person who will manage the scheduled report receivers list.
Can I see other users' scheduled reports or can only the people who created the scheduled reports see them? Answer: Web users with the Admin role assigned can also view, edit and delete the scheduled reports of other users in the project space. However, anyone can be added to the scheduled report to see the emailed data.