[Learning Module] Worker Monitoring Reports

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 Objective	The 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 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