Reporting
By MaryGrace and 1 other2 authors31 articles
Run Again for ReportsLearn how to rerun reports with saved filters using the Edit and Run Again feature.
Introduction to ReportingLearn how to generate and analyze reports in Equip to gain insights from collected data.
Form Reports
Types of Form Reporting
Form Summaries ReportLearn how to generate, filter, and download the Form Summaries Report in Reporting.
Form Details ReportLearn how to run the Form Details Report and understand its filters, worksheets, and exported fields.
Form Links ReportLearn how to run the Form Links Report and understand its filters and exported fields.
Form Responses ReportLearn how to run the Form Responses Report and understand its filters, formats, and exported output.
Form Expirations ReportLearn how to run the Form Expirations Report and understand its filters and exported fields.
Assessment Reports
All about Assessment Reporting
Assessment Summaries ReportLearn how to run the Assessment Summaries Report and understand its filters, PDF options, and ZIP output.
Assessment Responses ReportLearn how to generate an Assessment Responses Report to export completed assessment submissions for review and analysis.
Assessment Links ReportLearn how to generate a Assessment Links Report to export personalized assessment links for users and groups.
Pathway Reports
Types of Pathway Reporting
Pathway Progress ReportLearn how to run the Pathway Progress Report and understand its filters and export columns.
Pathway Demographics ReportLearn how to run the Pathway Demographics Report and understand its filters, groupings, and export worksheets.
Pathway Authorizations ReportLearn how to run the Pathway Authorizations Report and understand its filters and step-level export columns.
Pathway Invoices ReportLearn how to run the Pathway Invoices Report and understand its filters, summary worksheet, and detail worksheet.
Pathway Billing Details ReportLearn how to run the Pathway Billing Details Report and understand its filters, billing columns, and calculated totals.
Pathway Staff Utilization ReportLearn how to run the Pathway Staff Utilization Report and understand its filters, summary worksheet, and details worksheet.
Pathway Details ReportLearn how to use the Pathway Details Report and understand each column in the export.
Employment Reports
All about Employment Reports
Employment Supervisor Details ReportLearn how to run the Employment Supervisor Details Report and understand its filters and export fields.
Employment Details ReportLearn how to run the Employment Details Report and understand its filters and export fields.
Employer Details ReportLearn how to run the Employer Details Report and understand its filters, export fields, and employer metrics.
Groups Reports
All about Groups Reports
Group Details ReportLearn how to generate, filter, and download the Group Details Report in Reporting.
Group Chat ReportLearn how to generate, filter, and download the Group Chat Report in Reporting.
Group Demographics ReportLearn how to generate, filter, and download the Group Demographics Report in Reporting.
Goals Reporting
All about Goals Reports
Goal Details ReportLearn how to generate, filter, and download the Goal Details Report in Reporting.
Goal Waypoints ReportLearn how to generate, filter, and download the Goal Waypoints Report in Reporting.
Goal Progress Updates ReportLearn how to generate, filter, and download the Goal Progress Updates Report in Reporting.
Mood Reports
All about Mood Navigator Reporting
Mood Details ReportLearn how to use the Mood Details Report in Equip.
Notes Reports
All about Notes Reporting
Note Details ReportLearn how to use the Note Details Report in Equip.
Routine Reports
All about Routine Reporting
Routine Details ReportLearn how to use the Routine Details Report in Equip.