This article gives you a brief overview of the reporting features that your clients can access from within their Client Access accounts.

TABLE OF CONTENTS

• How can my clients view reports?
  • 1 - By accessing our default reports.
  • 2 - By accessing any specific reports that have been set up for them through the main Equinox system 
  • 3 - By giving the client access to the report generator
  • Example - Generating a new report in Client Access
  • Example - Viewing and downloading a saved report in Client Access
  • Example - Downloading a report in PDF format
• Can my clients see reports containing only the information they need?
  • Example - viewing all open patent cases
• Can clients delete reports from inside Client Access?
• What if there are no reports linked to a Client Access account?

How can my clients view reports?

Your clients can view reports in Client Access in three ways:

1 - By accessing our default reports.

Clients will see three default report sections: 

• My Patents

• My Trademarks 

• My Designs

Note: Your clients will only see these options if you've enabled them in the 'System Reports' section of the 'Access Settings' client access admin page.

2 - By accessing any specific reports that have been set up for them through the main Equinox system 

Note: Your clients will only see reports that you've given them access to in the Reports tab.

3 - By giving the client access to the report generator

If you give clients access to the report generator, they can:

• Create their own reports

• Save these reports in Excel or CSV format

To give clients access to the report generator:

1. Go to System > Client Access 
   

2. Click the name of the client you want to give access to the report generator 
   

3. On the Access Settings tab, scroll down to Options and tick the box next to Show Report Generators 
   

4. Click Update to implement the new settings

Example - Generating a new report in Client Access

If you've given your clients access to the report generators as shown above, they'll be able to generate their own reports from scratch within Client Access. To do this:

1. Click Reports

2. Select Report Generator from the dropdown menu 
   

3. In tab 1. Details, enter the report title and a description 
   

4. Tab 2. Select Columns has three columns

   Column name	Column description
   Columns in Report	Contains the columns that'll be in your report
   Search For Column	Lets you enter text to search for a specific column
   Add Columns	Lets you add columns relating to a specific category. Click on a category to reveal a dropdown menu with further subcategories you can choose to include in your report.

   
   

5. Tab 3. Filter Data lets your clients apply filters to their report data

   
   

   The left-hand column lets clients choose the type of data they want to filter for 
   
   The middle column lets clients choose whether the data included in the report needs to match exactly/match partially, include/exclude the search terms 
   
   The right-hand column will display as a text field or a dropdown menu depending on the data entered in the left-hand column
   
   

   To add an OR filter to the search, click the blue +OR button 
   
   To add an AND filter to the search, click the green Add AND filter button
   
   

6. Tab 4. Order Report lets your clients order their data by any of the fields contained within their report. In this screenshot, we've selected to order the report by (1) Case Code: Descending.
   
   

   To delete a field from the Order By column on the left of the screen, click (2) the delete icon.
   
   

   
   

7. Click the Preview Report button

8. A new screen containing your report details will open. To save the report to Client Access, click Save Changes
   
   

Example - Viewing and downloading a saved report in Client Access

Your clients can also view and download saved reports by following these steps while logged into their Client Access account:

1. Click Reporting in the left-hand menu

2. A dropdown menu will appear. Click Saved Reports to view the reports saved in this system.

3. To view a specific report, click the report's name

4. The report is now visible on the main part of the screen

Example - Downloading a report in PDF format

In this example, we'll look at how to download a report in PDF format. Your client wants to generate a PDF showing all of the categories they can view on Client Access.

To download a report in PDF format, they should:

1. Click Reporting

2. Click Saved Reports

3. Click the name of the report they want

4. Click PDF
   

5. The report has been downloaded to your client's computer. They now have this report in PDF format.

Can my clients see reports containing only the information they need?

Yes! If your client needs a report that only contains some of the fields you've made visible to them on Client Access, they can use the filter button to select only relevant information.

Example - Viewing all open patent cases

In this example, your client wants Client Access to show them all of their open patent cases.

To display only these cases:

1. Select Open from the dropdown menu above the Status column

2. Select Patent from the dropdown menu above the Category column

3. Click the green Filter button

4. Client Access will now show a list of all open patents in that report

Can clients delete reports from inside Client Access?

Clients can delete reports that they've created in Client Access. To delete a report they've created, clients should: 

1. Click on the name of the saved report to be deleted

2. Click the red Delete button in the toolbar at the top of the page
   

What if there are no reports linked to a Client Access account?

If there are no reports linked to a Client Access account, your client will still see Reports in the left-hand menu, but clicking on it won't do anything.