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.

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:

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.

Click the Show Available Rules button below to see the available rules in the two Custom Events Intakes Reports:

• 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: