Document Summary

Prev Next

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

Step 2: Locate the desired form type.

Document summary section with options for selecting a specific form from a specific form type.

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 appear at the top of the drop-down menu selections.

Tip: You can also toggle on the Show Inactive Forms option to include data from inactive forms.

pinned templates.png

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

create document summary.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.

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

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.

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.

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