TABLE OF CONTENTS

Setting up reports for clients to view on Client Access

Note: Only admin users can set up reports for viewing in Client Access.

Creating a Client Access report is the same as generating reports for standard Equinox users. The important difference is to remember to select the relevant Client User from the Users dropdown menu. See our article on Equinox's reporting features for more information.

Changing which columns appear in clients' reports

You can add or remove columns from reports in Client Access via your main Equinox system. The process is the same as for other types of Equinox accounts.

Reordering columns

You can reorder columns in the left hand column by dragging them up and down.

Removing columns

You can remove columns in the report by clicking on the red “x” to the right of the column name.

Adding new columns

 You can add columns to a report by:

  • Searching for them in the search box and selecting them 

  • Finding them in the Add columns box and left-clicking on them

Previewing a report

To preview a report at any point while creating it, click the green Preview Report button at the bottom of the Report Generator screen.

Can clients change the contents of a report?

No. Client Access is a simplified read only version of Equinox.

Your clients can:

  • View case information via Client Access

  • Generate their reports from scratch if you give them access to the report generator

  • Choose which existing data fields those reports include/exclude

Your clients cannot:

  • Change any data in reports you've added for them

  • Add new data via Client Access

  • See any information you haven't explicitly allowed them to see

  • Perform tasks that would have a knock-on effect on your main Equinox system

Deleting a report that's no longer needed

You can delete a report that's no longer needed from within Equinox. To do this:

  1. On the Reports tab, scroll down to Client Access

  2. Click the name of the report you want to delete
     

  3. Click Delete

  4. A pop-up will appear asking you to confirm deletion. Click Cancel if you no longer want to delete the report, or click Delete to continue with deletion.