When building a report, users can choose between 6 different types of reports that can be created within Equinox.
Depending on the report type that is selected, different information with be available to include within the report.
The table below outlines the types of reports:
Category | Report Type | ||
Case reports | 1. Case & Task | Either report on case information or tasks. | The results will show one case per row by default. If task information is included the report will display one task per row instead. |
2. Case & Document | Either report on case information or case documents. E.g. Portfolio overviews or Unread Documents. | The results will show one case per row by default. If document information is included the report will display one document per row instead. | |
Address Book reports | 3. Client & Associate | Client and associate contact information. | One organisation per row. |
4. Applicant & Inventor | Applicant and inventor contact information. | One contact per row. | |
Finance reports | 5. Invoice | Invoice details and payment analysis. | One invoice per row. |
6. Cases & Charges | Charge analysis and charge statuses. | One charge per row. |