Skip to main content
All CollectionsReporting
Introduction to Reporting
Introduction to Reporting

Learn how to generate and analyze reports in Equip to gain insights from collected data.

MaryGrace Milligan avatar
Written by MaryGrace Milligan
Updated over a month ago

What is Reporting?

The Reporting feature in Equip allows administrators to view, analyze, and extract valuable data related to Users, Events, Groups, Notes, and Assessments. This tool helps organizations track key metrics, monitor progress, and make informed decisions.


📍 Where to Find It:

The Reporting section is accessible only to administrators through the navigation menu. From here, admins can generate customized reports based on specific criteria.


How Does Reporting Work?

Equip’s Reporting feature simplifies data analysis by allowing administrators to generate reports with just a few clicks.

🛠 Administrators can:

• Customize reports by selecting specific filters from drop-down menus

• Generate and export reports for record-keeping and accreditation

• View all generated reports in the Generated Reports tab

• Receive Excel and PDF versions of Reports


Benefits of Utilizing Reporting

📊 Data-Driven Insights – Provides a structured view of user activity, events, and program performance.

🔍 Customizable Filtering – Select specific data points to generate meaningful reports.

📁 Easy Access & Exporting – Download reports for record-keeping, audits, or further analysis.

📨 Automated Report Delivery – Reports are saved in the Generated Reports tab and emailed for convenience.


Generating a Report

  1. Sign into Equip.

  2. Click on “Reporting” in the navigation menu.

  3. Select the type of report to generate (Assessments, Employment, Events, Forms, etc.).

  4. Customize the report by selecting filters from the drop-down menus.

  5. Click “Generate Report.”

  6. The report will be available in the Generated Reports tab and sent via email.

Equip’s Reporting feature empowers administrators with valuable insights, helping them track progress, improve operations, and support data-driven decision-making.

Did this answer your question?