The System Reports section of Equinox includes various built-in reports that can be used to find general, useful data that helps users manage tasks, cases and deadlines etc.
To view System Reports click on the Reports tab > select System Reports.
There are 6 different categories of System Reports.
- Case Reports
- Task Reports
- Family Reports
- Audit Reports
- Data Checking Reports
- Document Report
When viewing the available reports on the System Reports screen, each report includes a description of the information it will pull from the system.
The table below includes a list of the default System Reports
Note: The name of the reports may vary slightly if your system has customised the title of certain fields within Equinox.
Category | Report Name | Description |
Case Reports | Recently added Cases | Cases generated in the last 6 months |
Recently closed Cases | Cases closed in the last 6 months | |
Cases not modified | Live cases which have not been modified in the last X months (users can enter the number of months) | |
Client Report | All Cases ordered by Client | |
Seniority Report | Cases that have claimed Seniority by a CTM Case | |
Task Reports | Recently Modified tasks | Tasks ordered by the date last modified |
Tasks by Folder | Tasks ordered by due date including task Folders | |
Active Renewals | ‘Renewal’ type tasks ordered by due date | |
Last/Next Task | The last Task done and the next Task due per client | |
Family Reports | Cases with no Family | Cases that are not linked to a Family |
Client Families | List of Families per Client | |
Family Status Report | Breakdown of Family members per Client | |
Audit Reports | Cases with no live Tasks | Live Cases with no live Tasks |
Cases with outstanding Pre-set prompts | Cases with outstanding pre-set prompts that have not been run or discarded. | |
Tasks not belonging to the Case Fee Earner | Tasks assigned to users that are not the Fee Earner on a case. | |
Cases with no Priority but additional priorities | Cases with no earliest priority that have additional priorities | |
Data Checking Reports | Recently Modified Cases | Cases that have been modified over a specified date range |
Case Checking | A list of cases, including whether they have been checked | |
Applicant Checking | A list of applicants and whether they have been checked | |
Document Reports | Outstanding/Unread documents | All documents with a status of ‘Outstanding’ or ‘Unread’ |