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.
These reports include a variety of filtering options. These are described in detail in https://dimagi.atlassian.net/wiki/x/VgrKfw.
Report Types
Worker Activity
The Worker Activity Report shows a summary of form and case activity by user or group. The report is organized into three major sections:
Form Data
Case Data
Case Activity
See https://dimagi.atlassian.net/wiki/x/OxjKfw for more detail on how to use this report.
Daily Form Activity
This report displays daily form submissions organized by date and by user. You can choose to view it by completion time (the timestamp on the phone when the form was completed), or by submission time (the time CommCareHQ received the form). The date range can be configured using the date select.
'Username' column: this column displays every registered user in the group(s) selected in the report filter. NOTE: there is a functionality in CCHQ to "deactivate" (formerly known as "archive") users. If a user is "deactivated", they will not be displayed here.
'Date' columns: each day in the date range will be displayed individually.
Purpose: This report allows the data manager to see exactly when mobile workers are working (completing forms), and when they are able to submit the forms to CommCareHQ.
Submissions by Form
This report displays the number of forms submitted by form type and by user. The date range can be configured using the date select.
'Username' column: this column displays every registered user in the group(s) selected in the report filter. NOTE: there is a functionality in CCHQ to "deactivate" (formerly known as "archive") users. If a user is "deactivated", they will not be displayed here.
'Form type' columns: this (these) columns display each form type in the domain that satisfies the report filter.
'All forms' column: this column is a sum of all of the forms (that satisfy the report filter) submitted by each user.
Purpose: This report allows the data manager to monitor the activity of the CHWs more closely. The manager can see that the CHWs are completing a certain number of form X which gives a sense of how the CHWs are spending their time.
Form Completion Time
This report displays the average completion times for a specific form, per user, over a given time period. The date range can be configured using the date select. NOTE: The date range will filter on the submitted forms during this time period, not on forms completed during this time period.
User: all users in the group(s) selected in the report filter that submitted this type of form during the selected time period
Average: the average completion time for the selected form
Standard Deviation: the standard deviation of this users' completion times
Shortest: the shortest completion time for the selected form
Longest: the longest completion time for the selected form
No. of forms: the total number of forms submitted in the selected time period
Purpose: This report allows the data manager to understand how long the CHW is taking to complete a form on their form. Completion time can be an important measure of performance, particularly for forms which require counseling by the CHW. If CHWs are completing a form very quickly, then the CHWs may not understand the topics or may not be counseling correctly.
Case Activity
This report displays the number and percentage of open cases that have been modified over a given time period. There are 4 columns in this report which provide standard time periods:
Last 30 days: the number and percentage of cases that have been visited in the last 30 days, out of the number that have been visited in the last 120 days.
Last 60 days: the number and percentage of cases that have been visited in the last 60 days, out of the number that have been visited in the last 120 days.
Last 90 days: the number and percentage of cases that have been visited in the last 90 days, out of the number that have been visited in the last 120 days.
Active cases: cases that are open and have been visited in the last 120 days.
Inactive cases: cases that are open but have not been visited in the last 120 days.
Purpose: In effect, the data manager can see the most recent case activity as s/he reviews CHW performance across different time periods. This helps identify whether the CHWs are routinely visiting their clients up to your expectation. One limitation is that you can't modify the column dates.
Report Filter options
User(s) : Select mobile worker(s), web user(s), location(s) and/or group(s) whose data you would like returned.
Case Type : Select the case type you want to see if your application has more than one case type, for e.g. Mother and Baby cases.
View by Users or Groups :
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.
When ‘Users’ option is selected :
If a group or location is filtered for in the User(s) filter, data returned will be by users assigned to group or location.
When ‘Users’ option is selected, the data is aggregated by user and the first column will have ‘Users’ as a heading
When ‘Groups’ option is selected :
Case data returned will only be cases assigned to the group. Cases assigned to mobile workers(CHWs) in the group will not be included.
Any filtering for mobile workers or web users in the User(s) filter will be disregarded
When ‘Groups’ option is selected, the data is aggregated by groups and the first column will have ‘Groups’ as a heading
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.
Worker Activity Times
This report is a graphical representation of the form completion or submission trends over the entire duration of the project. You can choose a time range to look at.
Y axis: displays each day of the week.
X axis: displays the hours of the day.
Purpose: This graph provides the data manager with a high-level understanding when the CHWs are completing and submitting their forms, in terms of when during the day (by hour) and when during the week (by day).