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The Data Explorer

The Monitoring Data page, often called the Data Explorer, is where you look at the school visits, teacher observations and pupil assessments collected against one of your monitoring forms. You choose a time period and a set of filters, and the page shows you the matching data as summary counts, a chart and per-question results.

Open it from a project form. The top of the page shows the form’s name followed by Monitoring Data.

The Monitoring Data page with the Details card, the Filter Data card and the visits chart

The Details card gives you the headline numbers for the current filters:

  • Number of Monitors
  • School Forms Included
  • Teacher Forms Included
  • Pupil Assessments

It also has two buttons. View Completed Forms opens a list of the school visits behind these numbers, and View Monitors opens the list of monitors who collected the data.

These counts always reflect the filters and dates you have set. Change a filter and they update.

The Filter Data card controls what the page shows.

At the top of the card is a small table with a Start Date and an End Date. To set the period you can either:

  • Use the Select Term/Dates dropdown to pick one of your project’s terms, or
  • Choose the Enter dates manually option in that same dropdown to type your own start and end dates.

The whole page, including the counts and the chart, reloads for the period you choose.

Below the dates is the list of filters currently applied, each with a delete button. The Add Filter menu lets you narrow the data further. It offers three options:

  • School,
  • Teacher, and
  • Pupil.

Each filter presents an Option dropdown, where you choose a specific answer to filter on. To start again, use Clear All Filters, which removes every filter you have added.

Alongside the cards, the Data Explorer shows a chart of visits over time across the period you selected, so you can see when monitoring activity happened. A map of the school visits is also available on the page.

When you have a view you want to keep, use the Save as Project Form Report button at the top of the page. It opens a dialog of the same title with a single Name field (at least three characters).

Saving freezes the current dates and filters into a named Project Form Report, so you can reopen exactly the same view later, and share it, without setting the filters up again. The saved report keeps its own copy of the filters, so later changes to the Data Explorer do not affect it.

Next: Saved reports