How to Report on Applications

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

You can use the Custom Events Applications report to run reports on all your submitted applications, regardless of the application status. This is a great way to review answers and trends to certain application questions and types, along with reviewing the time from when an application is submitted to accepted or denied.

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.

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 cat adoption applications that were denied, we would add two rules: one rule to limit the report to cat adoption applications, and a second rule to only show denied applications.

Here is an example of what that would look like:

Custom Events Application Report Rule Example.png

The report pictured above would give you all submitted cat adoption applications that have been denied within the given 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.

Custom Events Application Report Any One Rule Example.png

Each rule can either have a condition of Matches or Does Not Match.

The following rules are available for the Custom Events Applications Report:

Application Type Application Status
Assignee  

Customizable Report Columns


The Custom Events Applications report has many columns that you can include or exclude from your report, allowing you to get the data you need while simultaneously removing unneeded columns.

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

The following image shows which columns are available and which ones are included by default:

Custom Events Applications Report Available Columns.png

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Note
Use the Application Questions section to toggle questions from a specific application type.