In this article we will take a look at reporting tools available in Client Access version 2
TABLE OF CONTENTS
Report Settings
When you are setting up or editing a Client Access account, in the 'Settings' box at the bottom of the page, you will find a section for 'Reports', circled in red below:
'Reports' is split into 2 sections:
- Report Generators (circled in yellow above): This dictates which reports, if any, that the client can produce themselves through their account
- Reports to show (circled in blue above): This dictates which reports, if any, from your Equinox system you would like to be visible in the relevant Client Access account
You may notice that in this example, there are no reports to select under 'Reports to show'. This is because you have to select individually which reports you would like to be available for use in Client Access accounts.
To do this, create or edit the chosen report. At the top, you will see a check box titled 'Available for Client Access', circled in red below. This MUST be checked if you would like the report to be available for use in Client Access. Once you've checked the box, don't forget to save the report, or your change will not be made:
The report will now be available to select when altering the report settings for Client Access accounts:
System Reports: Client view
From the client side, they can use the left-hand toolbar to view system reports you've allowed them access to, or reports they have created (circled in red below):
They can click on 'Reports', and will see a dropdown list of all of the reports you've given them permission to view. When they click into these reports, they will see the report displayed like this:
As you can see, they have a similar amount of options as there is when viewing a report in Equinox itself, including filtering, ordering and exporting to Excel or PDF.
Report Generator: Client view
If you give them permission to do so, clients can create their own reports through their Client Access account. To create a report, they need to select the 'Create Report' drop down, circled in red below, and select one of the options for report type. The options available to select here will be dependant on what you've allowed the client to access via the account settings:
When they click in to create a report, they will be met with a completely blank report, and will need to fill in all details including adding columns and giving the report a name:
| Field | Description |
| Name + Description | Click on these to edit the text to give the report a name and description |
| Columns | Allows the user to indicate what data columns to include in the report |
| Filters | Allows the user to isolate data based on certain conditions |
| Ordering | Allows the user to dictate the order the report presents data in |
| Excel + PDF | These buttons allow the user to export the report to Excel and PDF format |
| Items per page | Allows the user to change how many results there are per page |
| Filter + Clear Filter | Allows temporary filtering and clearing of those temporary filters. Permanent filters are set through the black 'Filters' button |
NOTE: Columns and other data viewable in reporting is restricted by permissions and settings set up for the Client Access account