How to Use the Partner Contact Information Quick Report

Quick reports are Shelterluv's standard, prebuilt reports that you can easily run without any report building. Once run, certain quick reports can be filtered, but they cannot be edited or customized.

If you need a more customized report, please use Shelterluv's Custom Reports.

This article will cover the Partner Contact Information quick report under the Partner tab in your quick reports. You can find all of the other quick reports in the Quick Reports section of the help center.

Each quick report has its own default sorting, but you can click any column header to quickly sort the report by that column in ascending or descending order. Additionally, each quick report can be exported to Excel, printed, or downloaded as a PDF.

Click your Username > Analysis & Reports to get started.

What user permissions do I need to run quick reports?

  • Reporting

The Partner Contact Information quick report is designed to show you one row per transfer point of contact for each of your partners that you have added in your account. (partners with multiple transfer points of contact will have multiple rows).

You can learn more about configuring your partners by clicking here.

Partner Contact Information Quick Report.png

The Last Event and the Number of Events columns will include any transfers, services, or strays to/from the partner.

Partner Contact Information Quick Report Columns.png