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.
What user permissions do I need to run Custom Events reports?
- Reporting
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.
Counting vs. Not Counting
This article will cover the Events Intakes report and the Events Intakes (events not counting towards numbers) report.
The Events Intakes report should be used to report on all intakes in your account when a subtype is configured to count toward your intake numbers is used.
The Events Intakes (events not counting towards numbers) report should be used to report on all intakes in your account when a subtype is configured to not count toward your intake numbers is used.
It is very important to understand this distinction and ensure your subtypes are configured correctly. You can learn more about configuring your subtypes by clicking here.
Rules
Report rules are a great way to help you 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 stray intakes that were dogs, you would add two rules (order does not matter):
- Intake Type Matches Stray
- Species Matches Dog
Here's what that report would look like:
The report pictured above would give you all dogs with a stray intake within the selected date range.
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:
- Matches and Does Not Match
- 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.
Click the Show Available Rules button below to see the available rules in the two Custom Events Intakes Reports:
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Animal ID Previous Shelter ID Previous Shelter ID Type Previous Shelter ID Issuing Shelter Animal Name Species Primary Breed Secondary Breed Sex Age (Months) Age (Months) At Intake Age Group At Intake Birthdate Primary Color Secondary Color Pattern Microchip Number Adoption Category Behavior Category Medical Category Altered In Care Altered Before Arrival Current Location First Location Current Status Attributes Size Group Intake Date Intake Time Intake Type Intake Subtype Condition At Intake Intake Jurisdiction Intake Person Attributes Intake Transfer From Intake Original Source Intake Zip Code Intake By Intake From Person ID Intake From Person Name Intake From Address 1 Intake From Address 2
Intake From City Intake From State Intake From Phone Intake From Email Outcome Date Outcome Time Outcome Type Outcome Subtype Outcome Jurisdiction Outcome Transfer To Outcome To Person ID Outcome To Person Name Outcome Person Driver's License # Outcome By How did you hear about us?
Report on Subsequent Event
Underneath the Rules section, you will see a Report On Subsequent Event button. Use this section to filter your report for intake events that have another type of event before or after it, such as an adoption outcome.
Using the original example above, we have a report that currently has a rule to only show stray dog intakes. But what if we only want to see stray dog intakes that also have subsequent adoption outcome? This is where you would outline that.
Here's what that report would look like:
The above report will limit the reporting results to show only dogs that came in as a stray and were later adopted. All other results would be excluded.
It is important to note that the Subsequent Event section has its own date range selector, separate from the initial one. Use the second date range selector for the subsequent event.
Available 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 two Custom Events Intakes Reports has 75 columns 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 two Custom Events Intakes Reports:
Animal ID (Toggled on by default) | Previous Shelter ID (Toggled on by default) |
Previous Shelter ID Type (Toggled on by default) | Previous Shelter ID Issuing Shelter (Toggled on by default) |
Internal ID (API) (Toggled on by default) | Name (Toggled on by default) |
Species (Toggled on by default) | Primary Breed (Toggled on by default) |
Secondary Breed (Toggled on by default) | Sex (Toggled on by default) |
Age At Intake (Toggled on by default) | Age (Months) at Intake |
Age Group At Intake (Toggled on by default) | Age (Y/M/D) (Toggled on by default) |
Age (Months) (Toggled on by default) | Age Group (Toggled on by default) |
Birthdate (Toggled on by default) | Primary Color (Toggled on by default) |
Secondary Color (Toggled on by default) | Pattern (Toggled on by default) |
Microchip Number (Toggled on by default) | Microchip Issuer |
Microchip Implant Date | Adoption Category |
Behavior Category | Medical Category |
Volunteer Category | Altered In Care (Toggled on by default) |
Altered Before Arrival (Toggled on by default) | Current Location (Toggled on by default) |
Location At Intake (Toggled on by default) | Current Status (Toggled on by default) |
Attributes (Toggled on by default) | Size Group (Toggled on by default) |
Current Weight (Toggled on by default) | Intake Date (Toggled on by default) |
Intake Time (Toggled on by default) | Intake Type (Toggled on by default) |
Intake Subtype (Toggled on by default) | Condition At Intake |
Intake Jurisdiction (Toggled on by default) | Intake Asilomar Status |
Intake Transfer From (Toggled on by default) | Intake Original Source (Toggled on by default) |
Intake Zip Code (Toggled on by default) | Intake By |
Intake From Person ID (Toggled on by default) | Intake From Person Name (Toggled on by default) |
Intake From Address 1 (Toggled on by default) | Intake From Address 2 (Toggled on by default) |
Intake From City (Toggled on by default) | Intake From State (Toggled on by default) |
Intake From Zip (Toggled on by default) | Intake From Phone (Toggled on by default) |
Intake From Email (Toggled on by default) | Intake From Attributes (Toggled on by default) |
Intake Found Date | Intake Found Address |
Intake Found Cross Street | Intake Found City |
Intake Found State | Intake Found Zip |
Intake Found County | Outcome Date |
Outcome Time | Outcome Type |
Outcome Subtype | Outcome Jurisdiction |
Outcome Asilomar Condition | Transfer To |
Outcome To Person ID | Outcome To Person Name |
Outcome Person Driver's License # | Outcome By |
How did you hear about us? |