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This user guide is outdated. It is superseded by our new individual service guides. Please view the Getting started with guide for a list of all the service guides:

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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?

You can find the Reports page by going to Reports > Reports List and looking in the My Custom Reports section.

Creating a custom report

Follow the steps below to create a custom Animal report.  This particular report will include all animals with a status of Available, will show basic animal fields, and will be grouped by foster.

  1. Click Reports > Create a Custom Report.
  2. On the Report Source page, select Animals from the drop-down menu, and click Next Step.
  3. On the Fields page select the fields you would like to see in the report -- for this example, under Animals, select: Name, General Age, Size Potential (General), Altered and then click Next Step.
  4. On the Filters, Sorting and Grouping Options page, make these changes:
    • Under Field Order no changes are necessary.
    • Under Filters click Add a Filter and then select the following in the Add a Filter pop-up box:
      • Select Animals: 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 Animals: Name for the Sort by field.
    • Under Grouping select Animals: Foster for the Group by.
  5. 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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