---
title: "Document Summary"
slug: "using-the-document-summary-feature"
status: "new"
updated: 2026-08-18T21:50:50Z
published: 2026-08-18T21:51:00Z
canonical: "support.eduphoria.net/using-the-document-summary-feature"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://support.eduphoria.net/llms.txt
> Use this file to discover all available pages before exploring further.

# Document Summary

The Document Summary feature allows users to analyze a walkthrough, reflection, evaluation, observation, or summative document. This feature is typically best suited for formative analysis to assess coaching needs.

## Quick Guide

1. Log in to **Strive** and select **Document Summary** () under **Analysis**.
2. Locate the desired form type, and use the drop-down menus to select the desired form and date range from the listed options.
3. When you’re ready, select **Create**.
4. Select additional filters to further refine the data as needed.
5. Select the **View** filter and select **Table** to compile the data into rows and columns.
6. Select the **Download** icon () to export the table data into a report.

## Illustrated Guide

**Step 1**: Log in to **Strive** and select **Document Summary** () under **Analysis**.

![document summary.png](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/29234787594007.png)

**Step 2:** Locate the desired form type.

![Document summary section with options for selecting a specific form from a specific form type.](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/document summary home.png)

Use the drop-down menus to select the desired form and date range from the listed options. Any forms you have pinned in [**Form Management**](/v1/docs/form-management) appear at the top of the drop-down menu selections.

> [!TIP]
> **Tip:** You can also toggle on the **Show Inactive Forms** option to include data from [inactive forms](/v1/docs/making-a-form-inactive).

![pinned templates.png](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/30300391106199.png)

**Step 3:** When you’re ready, select **Create**.

![create document summary.png](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/29234787594903.png)

**Step 4:** Select from the following additional filters to further refine the data as needed:

- Form
- Date Range
- View
- Schools
- Evaluators
- Subjects
- Grade Levels
- Processes

![Document summary showing data and processes for assessing student academic needs.](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/document summary filters.png)

The Form filter includes **Active** and **Inactive** forms if you toggled on **Show Inactive Forms**. Otherwise, only Active forms appear.

![active and inactive forms.png](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/30300391110423.png)

**Step 5:** Select the **View** filter and select **Table** to compile the data into rows and columns.

![Drop-down menu showing options for viewing data: Summary and Table.](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/select view table.png)

**Step 6:** Select the **Download** icon () to export the table data into a report.

![Table of teacher observations including names, dates, and evaluation details, with the Download icon highlighted.](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/export document summary report.png)

## **No Results**

If the selected filters return no data, either check that the correct filters are enabled or make a different selection.

![document summary no results.png](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/29234749675671.png)