The Reporting feature in Equip allows administrators to view, analyze, and export data related to Users, Events, Groups, Notes, and Assessments. Reporting helps organizations track key metrics, monitor progress, and support data-driven decision-making.
📍 Where to Find Reporting
Reporting is available only to administrators or with special permissions from your admin
From the left-hand navigation menu, click Reporting
From this page, administrators can create and manage reports based on specific criteria
⚙️ How Reporting Works
Equip’s Reporting feature allows administrators to generate customized reports in just a few clicks.
Administrators can:
Select report types such as Assessments, Employment, Events, Forms, and more
Apply filters using drop-down menus to narrow results
Generate reports for audits, accreditation, or internal review
Download reports in Excel and PDF formats
View all generated reports in the Generated Reports tab
Receive reports by email when delivery is enabled
📊 Benefits of Using Reporting
Data-Driven Insights
View trends in user activity, events, and program performance
Customizable Filtering
Select specific data points to create meaningful, targeted reports
Easy Access and Exporting
Download reports for audits, compliance, or further analysis
Automated Report Delivery
Reports are saved in the Generated Reports tab and emailed automatically
🛠 Generate a Report
Click Reporting in the left-hand navigation menu
Select the type of report you want to generate
Examples include Assessments, Employment, Events, and Forms
Customize the report by selecting filters from the drop-down menus
Click Generate Report
📁 Access Your Report
Generated reports appear in the Generated Reports tab
Reports are available to download in Excel and PDF formats
⏳ Report Statuses
When generating a report, you may see one of the following statuses:
Pending
The report is still generating
Depending on the amount of data, this may take a few seconds to several minutes
If the status remains Pending after several minutes, refresh the page
Ready
The report has finished generating
The report is available to download in the Generated Reports tab
If email delivery is enabled, the report will also be sent to your email
No Results or Still Pending After Refresh
The report returned no data or did not complete successfully
Contact an Equip team member for assistance