How to Use the Custom Events Diagnoses Report

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.

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 a specific diagnosis that are still active and not yet resolved, you would add two rules (order does not matter):

  • Diagnosis Matches [Your configured diagnosis you need to report on]
  • Diagnosis Status Matches Active

Here's what that report would look like:

Custom Events Diagnoses Report Rules.png

The report pictured above would give you all active Ear Mite diagnoses in your account 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.

Custom Events Diagnoses Report Any One Rule.png

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 Diagnoses Report:

Animal ID Animal Name
Species Attributes
Date Diagnosed Diagnosis
Notes Diagnosed By
Diagnosis Status Resolution Date
Resolved By Duration (Days)

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 Diagnoses Report has 20 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.

Events Diagnoses Report Available Columns.gif

The following columns are available for the Custom Events Diagnoses report:

Animal ID (Toggled on by default) Name (Toggled on by default)
Species (Toggled on by default) Primary Breed (Toggled on by default)
Current Location (Toggled on by default) Attributes (Toggled on by default)
Intake Date (Toggled on by default) Intake Type (Toggled on by default)
Intake Subtype (Toggled on by default) Outcome Date (Toggled on by default)
Outcome Type (Toggled on by default) Outcome Subtype (Toggled on by default)
Date Diagnosed (Toggled on by default) Diagnosis (Toggled on by default)
Notes (Toggled on by default) Diagnosed By (Toggled on by default)
Diagnosis Status (Toggled on by default) Resolution Date (Toggled on by default)
Resolved By (Toggled on by default) Duration (Days) (Toggled on by default)