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Tip
titleWhere 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

All RescueGroups.org 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.

Tip
titleWhere do I find it?

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

Table of Contents

Creating a custom report

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

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  1. Click Reports > Create a Custom Report.
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  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 we will , under Animals, select: Animal: Name, Animal: General Age, Animal: Size Potential (General), Animal: Altered and then click Next Step.
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  4. On the Filters, Sorting and Grouping Options page do the following, 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 popover 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.
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    • 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 you can , click Save Report to save the report criteria and run the same report again later.  When saving the report you can , select Share this report to make the report available to other volunteers in your organization.

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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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topicreports, animals