Shelterluv's custom reports give you complete control and full customization over the data you need to report on. With intelligent rules and dozens of reportable columns, you're able to get the data you need quickly.

All custom reports that you build can be saved and automated. Build the report once, save it, set up an automated schedule, and receive the report in your email inbox when you need it. You can learn more about automating custom reports here.

Click your Username > Analysis & Reports > Custom Reports to get started.

Custom Events vs. Custom Entities Reports

Shelterluv has two different types of custom reports: Events and Entities.

Your various events reports should be used to report on actions that took place, such as intakes, outcomes, completed transactions, completed medical items, etc.

Your two entities reports, Animals and Persons, should be used when you want to report on your records, such as reporting on person records that have a specific attribute or all your in custody animals that have a specific status.

Report Topics and Subtopics

Each custom report will have different topics and subtopics for you to choose from.

The Custom Entities report has two topics: Animals and Persons. This article focuses on the Animals topic only. You can learn more about the Custom Entities Persons report by clicking here.

The Custom Entities Animals report has four subtopics:

• 1. In Custody

  This is the most commonly used subtopic and will produce a report of animals that are or were in your custody within the given date range. The In Custody subtopic has an additional Current Snapshot setting that the other subtopics do not have.

  Use this setting when you want to see animals in custody at the exact moment of running the report. In comparison, if you use the current day for the beginning and end date, animals that started the day in your custody but have since left at some point in the day from your custody would still be included in the report. These animals will not be returned if the Current Snapshot setting is used.

  

• 2. Created

  Use the Created subtopic to generate a report of animals that were created within a given date range.

  

• 3. Edited

  Use the Edited subtopic to generate a report of animals that were edited within a given date range. This report will also include animals that were created and not subsequently edited after being created.

  

• 4. Accessed

  Use the Accessed subtopic to generate a report of animals whose profiles were accessed within a given date range.

  

Rules

Report rules are a great way to report on only what you need. You can think of a report rule as a filter.

For example, if you wanted to only report on your in custody cats and exclude all other species you have in care, you would add a rule for Species Matches Cat.

Here is an example of what that would look like:

The report pictured above would give you all cats in your care and exclude all other species.

There is no limit to the number of rules you can add to a report. Once you add more than one rule, you will have the option to have the report match all rules or any one rule.

Each rule will have its own set of conditions. The conditions will be one of two types:

1. Matches and Does Not Match
2. For numerical values such as dates or age, the conditions will be Equal to, Greater than, Greater than or equal to, Less than, Less than or equal to, and Not equal to.

The following rules are available for the Custom Entities Animals Report:

Customizable Report Columns

Each custom report comes with its own set of pre-defined columns that you toggle on or off. The columns you see below represent all available columns for this report and additional columns cannot be added.

The Custom Entities Animals Report has 73 columns (Plus extra columns for your custom animal memo types and behavior plans) that you can include or exclude from your report so you can get the data you need while removing unneeded columns simultaneously.

Click the Customize Report Columns Toggle to gain access to all of the available columns and adjust them as needed.

The following columns are available for the Custom Entities Animals report: