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.

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 only to report on transactions that have a specific department and fund, you would add two rules (order does not matter):

• Department Matches [Your configured department you need to report on]
• Fund Matches [Your configured fund you need to report on]

Here's what that report would look like:

The report pictured above would give you all transactions with the specified department and fund 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 Custom Events Accounting Report:

• Item Number	Item Name
  Item Type	Item Subtype
  Animal ID	Animal Name
  Species	Age Group
  Adoption Category	Behavior Category
  Medical Category	Volunteer Category
  Charge ID  #	Transaction ID
  Transaction Type	Transaction Date
  Transaction Time	By (User)
  Cash Drawer	Fund / GL Code
  Department	Price
  Tax	Sub-Total
  Discounts	Total Paid (Gross)
  Transaction Total (Gross)	Shelterpay Credit/Debit
  External Reader Credit/Debit	Check
  Cash	Gift Card
  Voucher	CC Processor
  Last 4 CC Digits	Transaction Memo
  Donation Memo	Person ID
  Person First and Last Name	Person City
  Person State	Person Zip

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 Custom Events Accounting Report has 56 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 Custom Events Accounting report: