21.20. Custom Reports
HQ's custom report allows you to mix and match datasets in order to provide you with the perfect report for what you need!
Need to know how many Pitbulls you spayed/neutered last year - run a custom report! Want to know the email address of all your public clients that visited in April - run a custom report. This report section is one of the most used reports in Clinic HQ!
TIP When running custom reports, if you select every field, you may overcomplicate the results pulled. If you feel your results are not accurate, try tweaking the filters applied. Certain filters such as test results will only pull animals that have a test result.
What is the difference between a filter when it has "Include" vs. "Include all?"
The "Include All" filter will show all appointments, whether or not the selected field contains information.For example, if you're filtering by Owner's Secondary Phone, and you choose:
- Include – You'll only see appointments where the client has a secondary phone number listed.
- Include All – You'll see all appointments, including those where the secondary phone field is blank.
Use "Include All" when you want a complete list, even if some data is missing—such as collecting contact information where not every client has filled out every field.
- Start by selecting the time period for your report and choosing whether to include all animals or only successful surgeries.
- "Successful surgeries" include all animals admitted for surgery, excluding those marked as deceased (including euthanasia by owner request) or those who declined surgery. Most grants prefer reports based on successful surgeries.
- Look through each of these categories to customize your report: Appointment filters, Recheck filters, Animal filters, or Owner Filters:
#_ Click each category to apply details to be included in your report.
- When you've finished constructing it, click Run report to view it in HQ or Run to Excel to see a spreadsheet.
List of field types
Appointment Filters
- Location
- Service Items
- Subsidies
- Test Results
- Vet
- Vet Types
- No Surgery Reason
- Death Type
- Custom Fields
- Medical Fields (short tag)
- Internal Medical Notes
Recheck Filters
- Recheck Type
- Recheck Outcome
- External Recheck
Animal Filters
- Species
- Breeds
- Sex
- Colors
- Spay/Neuter Status
- Microchips
- Ownership Status
- Pregnant
- In Heat
- Cryptorchid
- Weight
- Age Years
- Age Months
- Feti
- Behavior Tags
- Trapper
- Rabies
Owner Filters
- Client Type
- Volume Clients
- Owners
- Client Tags
- Zip
- City
- State
- County
Saving Custom Reports
Do you have custom reports that you run frequently? If so, you can save your custom reports filters for easier access and efficiency!
- Once you run your custom report with the filters of your choice, click on the Save/Load option > Save Report
- Once you click on 'Save Report' you will be prompted to name your custom report.
- Once you click Save, you will be able to run this report quickly by clicking on the Save/Load dropdown (pictured below) and choosing the correct report
Please note: You will have to manually choose the date range and All Animals/Successful Surgeries Filter each time you run your saved reports.
