Reporting
Find the right report and use filters to focus on the information you need.
By MaryGrace and 1 other2 authors40 articles
- Run Again for ReportsLearn how to rerun reports with saved filters using the Edit and Run Again feature.
- Choosing the right reportA map from common reporting questions to the exact Equip report and date filter that answers them, with who can run each report.
- Troubleshooting blank demographics reportsWhy Group Demographics or Pathway Demographics comes back empty or with zero counts, and which filter or profile field to fix.
- Choosing date filters for authorizations, invoices, and billingWhat each date filter on the Authorizations, Invoices and Billing Details reports actually compares against, and which report answers billed, paid, issued and service date questions.
- Introduction to ReportingLearn how to generate and analyze reports in Equip to gain insights from collected data.
Form Reports
Learn how to use form reports in Equip.
- 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, exported fields, and participant-specific links.
- Form Responses ReportExport submitted form responses by status and date in Excel or PDF format.
- Form Expirations ReportLearn how to run the Form Expirations Report and understand its filters and exported fields.
Assessment Reports
Learn how to use assessment reports in Equip.
- 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
Learn how to use pathway reports in Equip.
- Pathway Progress ReportLearn how to run the Pathway Progress Report and understand its configurable pathway date filters, timing goals, 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
Learn how to use employment reports in Equip.
- Employment Supervisor Details ReportLearn how to run the Employment Supervisor Details Report and understand its filters and export fields.
- Employment Reports OverviewLearn how to choose between the Employment Details, Employer Details, and Employment Supervisor Details reports.
- Employment Details ReportLearn how to run the Employment Details Report and understand its filters and export columns.
- Employer Details ReportLearn how to run the Employer Details Report and understand its filters, export fields, and employer metrics.
Groups Reports
Learn how to use group reports in Equip.
- 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
Learn how to use goal reports in Equip.
- 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
Learn how to use mood reports in Equip.
Notes Reports
Learn how to use notes reports in Equip.
Routine Reports
Learn how to use routine reports in Equip.
Users Reports
Learn how to use user reports in Equip.
- All Users ReportLearn how to generate the All Users Report in Equip.
- Discharges ReportLearn how to generate the Discharges Report in Equip.
- Emergency Contacts ReportLearn how to generate the Emergency Contacts Report in Equip.
- Participant Details ReportLearn how to generate the Participant Details Report in Equip.
- Team Member Details ReportLearn how to generate the Team Member Details Report in Equip.