Field & Community Services Reporting Overview

Shelterluv's Field Services module offers a robust suite of reporting options to give you all the data your organization needs.

From the Field Services module, click your Username > Reporting to get started.

What user permissions do I need to access Field Services reporting?

  • Field & Community Services access (Shelterluv user permission to access the module)
  • Can view reporting

Available Reports

Each of the reports listed below can be exported in .csv, .json, .xls, or .xlsx format by clicking the red Download Details Report button in the top-right corner or the white Download Priority Summary button in the bottom-left corner.

The detailed report will include details for each case, activity, or metric that is included in the report you are running.

Export Report.png

Click into any of the sections below to view that specific report's details.

  • The Current Activity View report will display all of your current new and open activities. The summary report includes the following columns. The detailed report will include additional columns.

    1. Activity Type
    2. Activity Subtype
    3. Number of priority 1 activities
    4. Number of priority 2 activities
    5. Number of priority 3 activities
    6. Number of priority 4 activities
    7. Number of priority 5 activities
    8. Total new and open activities for that activity type and subtype

    Current Activity View Report.png

  • The Activities Created report will display all activities that were created within the selected date range. The summary report includes the following columns. The detailed report will include additional columns.

    1. Activity Type
    2. Activity Subtype
    3. Number of priority 1 activities
    4. Number of priority 2 activities
    5. Number of priority 3 activities
    6. Number of priority 4 activities
    7. Number of priority 5 activities
    8. Total created activities for that activity type and subtype

    Activities Created Report.png

  • The Resolved Activities report will display all resolved activities within the selected date range. You can view the amount of time spent on each activity along with the open and close date by downloading the detailed report using the red button in the top-right corner. The summary report includes the following columns. The detailed report will include additional columns.

    1. Activity Type
    2. Activity Subtype
    3. Number of priority 1 activities
    4. Number of priority 2 activities
    5. Number of priority 3 activities
    6. Number of priority 4 activities
    7. Number of priority 5 activities
    8. Total resolved activities for that activity type and subtype

    Resolved Activities Report.png

  • The Current Case View report will display all of your current new, and open cases. The summary report includes the following columns. The detailed report will include additional columns.

    1. Case Type
    2. Case Subtype
    3. Number of priority 1 cases
    4. Number of priority 2 cases
    5. Number of priority 3 cases
    6. Number of priority 4 cases
    7. Number of priority 5 cases
    8. Total new and open cases for that case type and subtype

  • The Resolved Cases report will display all resolved cases within the selected date range. You can view the amount of time spent on each case along with the open and close date by downloading the detailed report using the red button in the top-right corner.

    The summary report includes two sections. The first section contains the following columns:

    1. Case Type
    2. Case Subtype
    3. Number of priority 1 cases
    4. Number of priority 2 cases
    5. Number of priority 3 cases
    6. Number of priority 4 cases
    7. Number of priority 5 cases
    8. Total resolved cases for that case type and subtype

    The second section contains the following columns:

    1. Case Type
    2. Case Subtype
    3. One column for each different resolution added within the date range.
    4. Total resolved cases for that case type and subtype

    Resolved Cases Report.png

  • The Case Status View will display cases that were both opened AND completed, or closed, in the selected date range. The summary report includes the following columns. The detailed report will include additional columns.

    1. Case Type
    2. Case Subtype
    3. Number of priority 1 cases
    4. Number of priority 2 cases
    5. Number of priority 3 cases
    6. Number of priority 4 cases
    7. Number of priority 5 cases
    8. Total new and open and completed cases, or closed, for that case type and subtype

    Case Status View Report.png

  • The Cases Created report will display all cases that were created within the selected date range. The summary report includes the following columns. The detailed report will include additional columns.

    1. Case Type
    2. Case Subtype
    3. Number of priority 1 cases
    4. Number of priority 2 cases
    5. Number of priority 3 cases
    6. Number of priority 4 cases
    7. Number of priority 5 cases
    8. Total created cases for that case type and subtype

    Cases Created Report.png

  • The Metrics report will give you metrics in the selected date range (based on the Incident Date of the activity or case). This report does not have a summary, so you will need to download it using the red Download Detailed Report button in the top-right corner.

    Metrics Report.png

  • The Metrics Summary report will display cases or activities with metrics in the selected date range (based on the Incident Date of the activity or case). The summary report includes the following columns. The detailed report will include additional columns.

    1. Activity/Case Type
    2. Activity/Case Subtype
    3. One row for each unique metric added within the date range
    4. Total metrics for that activity/case type and subtype

    Metrics Summary Report.png