All services include the ability to create custom reports on any data in our system.  For example, you can create a report on Animals and include any data fields and filter by any animal-related fields.

Where do I find it?

To create custom reports, go to Reports > Create a Custom Report.

You can find the list of all of your reports at Reports > Reports List and you can see all of your custom reports under the heading, My Custom Reports.

On this page:

Related pages:

Designing your custom report

To create a custom report, follow these steps:

  1. Access the Report Builder tool from Reports > Create a Custom Report.

  2. Select the data on which to base the report from the drop-down list that displays. Use the scroll bar at the right side to review all the possible selections. 

  3. Click Next Step.
  4. Select the fields to include by checking each one. Each selection from step 2 above contains a comprehensive list of available fields for that selection. Animals, for instance, has over a hundred. Here is the list of fields for the Photo Galleries selection, by contrast.
  5. Click Next Step.
  6. Select from the Options page the order of the fields you've chosen, any filters you want to include, how you want the fields sorted, and whether you want to group any of the fields. Please note that some of the options have drop-down menus.

Your report is complete, so click the Run Report button. It may take a minute or more to run the report depending on how much information is included.

Creating a custom report about your animals

We've created the steps for you to follow in order to create a custom Animal report about your animals.  This particular report will include all animals with a status of Available, will show basic animal fields, and will be grouped by foster.

  1. On the Report Source page, select Animals from the drop-down menu, and click NextStep at the bottom.

  2. On the Fields page that opens, select the fields you would like to see in the report. In the example below, under Animals, we selected Name, General Age, Size Potential (General), Altered and then click Next Step.
  3. On the Options page that opens, under Filters, Sorting and Grouping Options, make these changes:
    • Under Field Order no changes are necessary.
    • Under Filters click Adda Filter and then select the following in the Add a Filter pop-up box:
      • Select Animal: Status in the Field drop-down menu.
      • Leave Operation as Equals.
      • Select Available in the Criteria window.
      • Click Save View Filter. The pop-up box will disappear.
    • Under Sorting select Animal: Name for the Sort by field.
    • Under Grouping select Animal: Foster for the Group by.
  4. Click Run Report.

Saving a custom report

From the Report page, click Save Report to save the report criteria and run the same report again later.  When saving the report, select Share this report to make the report available to other volunteers in your organization.

The owner of the report (the person who created/saved the report) or a user with Site Admin permission can unshare a report by clicking the unshare link next to the report.

Cloning or creating a copy of an existing custom report

To create a copy of a report, do the following:

  1. Click Reports > Reports List.
  2. Click on the name of the report you would like to clone.
  3. Click Save Report as...
  4. Change the name of the report.
  5. Click Save Report.

You now have a clone/copy of the original report.

Exporting data from a custom report

From the Report page, you can click Export Data to save the report results to a CSV, XML or XLS file on your computer.  You can then open the data file with a text editor, and XML viewer, or Excel.

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