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 diagnostic test that had a positive test result, you would add two rules (order does not matter):
- Diagnostic Test Product Matches [The product you need to report on]
- Result Matches Positive
Here's what that report would look like:
The report pictured above would give you all completed diagnostic test with the specified product and positive test result within the selected date range.
There is no limit to the number of rules you can add to a report.
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 Custom Events Diagnostic Tests Report:
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Animal ID Animal Name Species Primary Breed Attributes Test Date Test By Diagnostic Test Name Diagnostic Test Product Notes Result Name Result
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 Diagnostic Tests report has 15 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 Diagnostic Tests report and are all toggled on by default:
Animal ID | Name |
Primary Breed | Current Location |
Attributes | Test Date |
Test Status | Test Name |
Test Product | Test By |
Test Notes | Result Name |
Result |