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Help Center / Reports / Find, Run, and Export a Report

Reports · Detailed task guide

Find, Run, and Export a Report

Report Center combines managed, standard operational, and custom reports. Read the report’s scope before comparing its totals to another workspace.

Before you beginOpen Administration → Reports. Confirm your role can access the required data and export functions.

Step-by-step instructions

  1. Search by report name, category, or creator, or select a category. Review Managed Reports, Standard Operational Reports, and Custom Reports.
  2. Read the report title and description. Distinguish current population from admission history, outcomes from animal identities, and charges from actual payments.
  3. Select Run Report on the intended card. Review matching rows, record count, summaries, groups, and detail columns.
  4. Check the report’s defined date or status scope. Do not assume a managed report asks for a date range if its definition already specifies today, month, or year-to-date.
  5. Review representative rows against known source records before using the result for a decision or official submission.
  6. Use CSV, Excel, or Print / PDF on Report Results to produce the needed format. Check the exported scope and column meanings.
  7. Close the result when finished. Use favorites and recently run information for repeat work, but still review scope each time.

Screenshots

Select an image to open the full-resolution screenshot. Long forms may extend below the initial view.

Report Center organizes managed, standard, and organization custom reports.
Figure 1. Report Center organizes managed, standard, and organization custom reports.
Report Results provides matching rows, record count, and CSV, Excel, and Print / PDF controls.
Figure 2. Report Results provides matching rows, record count, and CSV, Excel, and Print / PDF controls.

Practical checks

A report counting custody episodes can differ from a report counting permanent animal identities. Read the data source and definition.

Troubleshooting

What you seeWhat to check
The report is missingCheck search/category filters, enabled managed reports, module access, and permissions.
The result seems incorrectReview the definition, status filters, date scope, and sample source records before changing it.
Download the Reports guide collection (PDF)

Interface reviewed October 12, 2026. Screenshots contain fictional demo records. Available controls depend on enabled modules and permissions.