Open More > Reports to analyze your organization's data. Report access is limited to team members with reporting or administrative permissions.
Report Library
The top of the Reports page is the report library. It offers three starting points:
- Five built-in dashboards for Population, Medical, Length of Stay, Outcomes, and Financial data.
- A searchable catalog of ready-to-run templates. Filter the catalog by Pets, Medical, Outcomes, Foster, Adopters, Volunteers, or Finance.
- Build a report for a report created from scratch.
Opening a template shows its current results before you save anything. From the preview you can change the date range, show or hide columns, reorder them, add available fields, export the preview as CSV, or open the full builder.
Saved Reports
Reports you save appear in the Saved reports workbench below the library. Search by report name, description, or data source; filter by data source; and sort by name or creation date.
Open a saved report to:
- Review totals and result rows.
- Adjust the active date range.
- Save that date range as the report's default.
- View a chart when the report uses grouping and aggregation.
- Copy a link to the current report view.
- Edit the report definition.
- Export CSV or Excel.
Deleting a saved report removes its reusable definition, not the underlying records it reads.
Learn about the Built-in Reports, Custom Reports, and Exporting Reports.