Reports are constantly being updated and changed for Shelter Buddy, so this list is subject to change without notice.
Updated June 2017
REPORT LIST
Access Levels for Users or Groups (Report 540)
This report shows the pages and access levels that have been specifically assigned to the selected user or access group. The list shown for a user are those pages assigned in the Manage Pages section under Administration, and then under Assign Individual User. The list shown for a group are those pages assigned under Assign Groups.
Activity Summary Report (Report 488)
This report displays a summary of activity for a user, or a region of users, within a specified date range.
Adoption Audit (Report 289)
Audits files for all adopted animals and compares the number of adoption processes to the number of adoption statuses. Any records where the number is different are displayed on this report.
Adoption Fee Export (Report 46)
This report exports all the adoption fees set up via administration to an excel spreadsheet.
Adoptions Accounts Audit (Report 446)
This report lists all the adoptions for a region, that have an account in a different cost centre. The region is based off the user's region that processed the adoption. The cost centre is based on the receipts allocations.
The cost centre option should be used to say what cost centre is the correct cost centre for the adoption receipt.
Animal Vet Treatment Export (Report 18)
This report is for customers that need to export their basic vet treatment data on a regular basis. It simply lists all active Animal Treatments.
Audit Trail (Report 119)
A useful report that works in one of three ways:
User:
- Audits specific users in your system
- The User text box is auto-complete: just begin typing the users name and the list will narrow down according to the text typed. Select from the list so the report can recognise the user you want.
- Examines their activity within the date range selected
- End result displays any person or animal file the user has added or edited, displaying the action the user took and additional information that may be relevant to the file.
Animal ID:
- Audits individual animal files to display changes to status, source, owner and vet treatment history.
- Changes are marked on the audit.
- Some items are simply marked as “edits”, others – such as the addition of a microchip – are marked in more detail.
- Changes to source or status using Admin features can be seen here.
Person ID:
- Simply displays the date, time and user that added the file and the date, time, and user that edited it. The changes themselves are not displayed.
Billing Report (Report 353)
This report shows the number of animals added to the system within a given period and region.
Data Integrity Report – Animal (Report 91)
This report is designed to search all animals in the database based on the animal ID range you supply,
e.g. if you search for animal ID 100 to 200, the report will get the details of animal 100 and display all matches in the database for this animal, then it repeats this for animal 101, 102, etc until it reaches animal id of 200.
Data Integrity Report - Animal Fields (Report 212)
Similar to 91 but displays more fields. NOTE: if the animal has had multiple sources assigned within the date bracket selected, it will appear multiple times, but always with the same details. This report isn’t sophisticated enough to recognise history.
Data Integrity Report - Animals with multiple deceased statuses (Report 391)
This report details all animal records which have multiple deceased statuses in status history.
Data Integrity Report – Person (Report 90)
This report is designed to search all persons in the database based on the person ID range you supply,
e.g. if you search for person ID 100 to 200, the report will get the details of person 100 and display all matches in the database for this person, then it repeats this for person 101, 102, etc until it reaches person id of 200.
If the physical location is selected, then all person records in the selected region and number range will be displayed.
Equipment Hire / Outstanding Report (Report 394)
This report shows details of hired equipment during a specified date range and provides an option to only show all outstanding items.
Euthanasia Agent Batch Used (Report 166)
No description available.
Euthanasia Agent Used By Individual (Report 165)
No description available.
Integrity Duplicate Report – Animal (Report 121)
This report lists possible duplicates for animals within the specified animal id range. If a tag number is present, it is used to check against any possible duplicates, otherwise, the source, animal type, breed, gender, colour and city are used.
Integrity Duplicate Report – Person (Report 120)
This report is designed to search all persons in the database based on the person ID range you supply,
e.g. if you search for person ID 100 to 200, the report will get the details of person 100 and display all matches in the database for this person, then it repeats this for person 101, 102, etc until it reaches person id of 200.
If the physical location is selected, then all person records in the selected region and number range will be displayed.
Membership Welcome Letter (Report 492)
This is the welcome letter for the Membership Module.
Merged Records Report (Report 562)
This report shows records of the merge process; both deleted and kept record IDs. If files have been accidentally merged, this report is your best bet of finding at least some information to recreate the missing file.
Number Of Contacts By Zipcode (Report 126)
This report shows the total number of animals brought in under each incoming source during the specified date range grouped by the city of the person to which the animal was attached at the time.
Page Access Audit Report (740)
This report shows details of when certain pages were accessed, and by whom. Currently, the report is limited to Animal Details Page views, but long-term there are plans to extend this to include other page types as well.
Person Notes Report (Report 737)
This report displays all the running notes entered from the top of the person page (discussion notes, donor notes etc).
Products And Services Export (Report 727)
This report exports all active products and services, with their costs and fees for each region and where it can be sold from.
Receipt Cancel History (Report 276)
This report shows basic details of receipts that have been cancelled by user, person, ID or date range.
User Accounts Created (Report 561)
This report shows all user accounts created in the system.
User Details (Report 243)
A simple report that shows all users entered onto your system and attributes assigned to them.
User Login Report (Report 633)
Audit trail of all user login and logoff transactions.
VIP Tag Allocation Log (Report 271)
Deprecated report. No description available.
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