Custom reports let you choose exactly which records and fields to analyze. You can start with a template from the report library or choose Build a report and start from scratch.
The action is labeled Build a report, not Create Report. Find it in the report library at More > Reports. If the action is missing, review Settings > My Permissions for reporting access.
Start With a Data Source
The builder's primary data sources include Pets, Adopters, Fosters, Volunteers, and Transports. Additional report definitions and templates can use Adoptions, Foster Assignments, Medical Records, Vaccinations, Procedures, Events, Drivers, and Prescriptions.
After selecting a source, give the report a clear name and optional description.
Choose What the Report Shows
Use the builder to configure:
- Columns for the values shown in each result row.
- Related data when the report needs records connected to the primary source.
- Filters to include only matching records.
- Sorting to control result order.
- Grouping and aggregation to count items or calculate totals, averages, minimums, and maximums.
- Date range for time-based data.
The preview updates as you build so you can confirm that the selected fields and conditions produce useful results.
For example, to review last month's adoptions, start with an adoption or outcome template, set the adoption date range to last month, include pet name and species, and add payment method when that field is available to the selected report definition. Export the finished result rather than printing each adoption receipt individually.
Start From a Template
Templates provide ready-made columns, joins, filters, and sorts for common questions across animal care, medical work, outcomes, fosters, adopters, volunteers, finance, events, and operations.
Open a template to preview it. The Customize panel lets you reorder or hide its columns and add other available fields. Choose Open builder when you need to change filters, related data, sorting, or grouping. Choose Save to create your own reusable copy.
Work With a Saved Report
Open a report from the Saved reports workbench to run it with current data. You can change the date range without changing the saved definition, then use Save to make that range the default. Use Edit to change the report definition itself.
Grouped reports with aggregated fields include a chart above the detailed results. Copy link copies the current report URL, including its active date range.