Reports module (Client Portal)

Owned by Oksana Vishchuk
Last updated: Apr 18, 2024 by Damian Rozmiarkowski
3 min read

Introduction

The Reports module is the repository of all reports your language service provider (LSP) shares with you. The Reports repository is a great tool to gather data and analyze your business items. In the Reports module, you can access the reports your language service provider created and shared with you. The reports may be generated directly in the Client Portal. You can print them or export them as.CSV files to work on them outside the application. To get a different kind of report or modify the existing one, please contact your account manager.

A report might consist of two parts:

  • The chart

  • The data table with all the gathered data.

However, not all kinds of reports can be presented in both ways.

In the Reports module, the reports are shown in a list.

Reports Module display

When you click the Reports module, you can get the list of the reports available for you:

  • Report name - gives you a hint of what kind of data is gathered in the report.

  • Office label. If your organization structure is more complex and consists of more than one office, you can generate the reports for a given office or produce a summary report for all offices. If you are using multiple offices within the Client Portal, the label indicates data from which office is used to generate this report. If you want to get the report for other offices, select the proper option from the drop-down menu:

    • If you want to generate the report for another office, click the office name and select the new one from the drop-down menu.

    • If you want to generate the report from all offices, select the All Offices option from the drop-down menu.

  • Click the icon to see the data table preview.

  • Click the icon to open the report chart preview.

  • Click the Show full report button to check the rest of the report.

  • Click the Download CSV button to export the data in the .CSV file format used in a given report.

Report view

When you click the report name or the Show full report button on the main display, you are taken to this report view.

  • To switch between the reports, click on the report name at the top and select the report you want to see from the drop-down list. The report will be displayed immediately.

  • Click the icon to go back to the Report Module display.

  • Click the icon to see the data table of the report.

  • Click the icon to switch to the chart view.

  • Click the Download data as CSV button to export the data to work on it outside the portal.

  • Click the Print button to print the data table or the chart: you can find the item in the easy-to-print format in the newly appeared window.