The numbers at the top
A strip of counts sits above the list.
The first two change only with the species you tick. Everything else you filter moves Results alone, so you can read the result against them: 40 in care, 6 results.
When your rescue has set up housing, a line under the strip reads Housing with the number of places, how many animals are in them and how many are free, and a See it at a glance link to the Housing board.
Columns
The list starts with Name, Status, Age, Breed, Last updated and Tags. The Name cell shows the profile photo, the name, and the species, sex and size underneath. Press Columns to add or remove columns. Name is always shown. Reset to default puts the starting set back. Your choice of columns is remembered in this browser on this device, and is not shared with anyone else.Sorting
Press a column heading to sort by it, and press it again to reverse the order. You can sort by Name, Status, Age, Breed, Last updated, Species and Intake date. Age sorts by date of birth. Tags cannot be sorted, because an animal can carry several.Table and gallery
Table and Gallery switch between rows and photo cards. A card shows the profile photo with the status on it, the name, the breed, and the species, sex and size. The same filters, sort and selection apply in both. The gallery is the quickest way to see which animals still need a photo.Search
The search box finds animals by name, breed, microchip number or ID. It matches part of a word: “bell” finds Bella and Tinkerbell.Filters
The panel beside the list holds the everyday filters. Each shows how many animals each choice would give you, counted against the other filters you have set. A choice that would give you nothing is greyed out.
Each filter has its own Clear beside it. To see every animal your rescue has ever held, clear Care state.
More filters
More filters opens a panel of every other field you can filter by, including your own custom fields. Tick a field on the left under Available filters, set its value on the right under Active filters, then press Apply filters. Nothing changes until you do.- A date field takes a from date and a to date. A number field takes a minimum and a maximum. Fill in one end or both.
- A text field matches anything that contains what you type.
- A yes or no field, and a field with a fixed list, offers Any and its choices.
Saved views
A saved view is a filtered, sorted list you come back to, such as “Cats needing a photo”. They are listed under Views at the top of the filter panel.1
Set up the list
Choose the filters, search and sort you want.
2
Save it
Press + Save current view, type a View name and press Save.
Opening an animal
Press anywhere on a row, or on a card in the gallery, to open the animal record. For people who can change animals, the pencil icon at the end of a row opens the record too.Adding an animal
New intake opens the intake form in a panel beside the list. See Adding an animal.Selecting animals
Tick the box on a row, or on a card, to select it. The box in the heading selects every animal on the page. The toolbar is replaced by a bar that says how many are selected. When the whole page is selected and more animals match than fit on it, Select all N matching selects every animal the filters match, not only this page. Changing the filters, the search, the sort or the page clears the selection, so a bulk change only ever touches animals you can see were chosen. The X at the end of the bar clears it too.Bulk update
With animals selected, press Edit fields… to open Bulk edit selected. Tick a field under Select fields to update, choose its new value under Set values, and press Update. A field you do not tick is left alone. The names of the selected animals are listed at the bottom so you can check them before you press Update.
When it is done, a line says how many animals changed and how many already had that value.
- One bulk change can touch at most 200 animals. If more are selected, nothing changes and the message says how many matched: narrow the filters and repeat.
- A field change is recorded in each animal’s History, as if it had been edited on its own. Adding or removing a tag is not.
- Setting a status marked Ends foster ends the animal’s current foster placement.
Adding a medical record to many animals
Add medical record… in the selection bar records the same vaccine, test, treatment or procedure on every selected animal, with a row for each. It takes at most 100 animals. See Adding a record to many animals.Deleting and archiving
The bin icon at the end of a row deletes that one animal. The list asks you to confirm and names the animal first. To remove several at once, select them, press Edit fields…, and press Archive N animals at the top of the panel, then confirm. Either way, the animal stops appearing in lists and reports. Its history, medical records and any adoption stay where they are.Export
Export CSV downloads the animals that match your current filters and search as a spreadsheet. Every matching animal is exported, not only the page you are on, up to 5,000, newest intake first. It offers two choices:- Visible columns: the columns the table shows. Tags and Location are not exported.
- All fields: the record’s ID, the animal’s ID, name, species, breed, sex, date of birth, status, health status, altered, microchip, intake date, outcome date, adoption fee, public, description, and when the record was created and last updated.