1. How to get all of that data you entered back out again
1007 Reports and Tools

2. Reports The ZIMS reports use the data you have entered and give it
back to you in a printable and
exportable manner. The Reports
are found under Start > Reports.

3. Printing and Exporting Reports
All reports can be printed. Some
can be exported to Excel or
PDF. Others can be exported to
Raw Excel so you can manipulate
the data. And others can be
exported to multiple formats.

4. Look at the Report Filters!
To get the correct
information back you
need to make sure you
look at the report
filters. Some of the
reports display only
your Local data, but
others can have other
scopes available up to
the Global level. Any
filters of particular
interest are outlined.

5. Save Your Favourite Filters
For Reports that you run a lot you can create Favourite Filters so you do
not have to re-enter the information. Simply enter the filters you want
to include and select the Save icon. Name the filter and check any of the
boxes that appear on the Save screen that you want. The filter will appear
in the dropdown to select. Use the gear icon to manage the filters that you
have created.

6. Activity Report The Activity Report provides animal data that was
either recorded (Recorded Date) or occurred (Event
Date) or Both over a specified date Range. The Event
Type is multiple select.

7. Daily Report The Daily Report provides activities recorded
by your team on animal and enclosure events.
The ambient temperature is sourced from
measurements recorded on your top level
enclosure. If Enclosure or Enclosure List is
checked the Enclosure Event Types are activated.

8. Enclosure Activity Report
This is a detailed report of events related to an enclosure, including occupant moves,
environmental measurements (including related life support/component measurements),
maintenance, notes and observations.

9. Enclosure Report This report shows the list of occupants in the
specified enclosure(s)
during a date range. It
can be filtered by
Collection and Identifiers
and Notes can be included.

10. Global Permit Report Information on those permits
marked as Global scope by
the recording institution. If
“Include permits set to Local
Scope” is checked it will display
the permit without the
number. If “Include no permit
Recorded” just the institution
name will display.

11. Inventory Detail Report
The starting and ending count of a species during a date range. Includes both animals physically held or legally owned. Columns indicate ins and out of your institution. The Report can be filtered by IUCN and CITES status.

12. Inventory Summary Report
The starting and ending count of a species during a date range. Physically held and
legally owned must be run separately. Columns indicate ins and out of your institution.

13. Loan Report This report displays either animals that are in on loan
at your facility or out on
loan from you at another
facility.

14. Note Retrieval Report This Report finds a specific keyword,
or word or text string in a Note or an
observation. Can be searched by
Animal, Enclosure or Life Support.
Animals can be searched by taxonomy
or a specified animal.

15. Peak Holding Report
The highest number of species held during a specified date range.
The report can be filtered by Domestics or Wild animals.

16. Specimen Report Report of a single Individual or group
record. Some optional sections will only
be activated if the main topic is selected
such as Training and Enrichment. You
have several options for how Note and
Observations are displayed.

17. Taxon Report
Report on a specific taxon, often including any taxa below the specified one.
There are many options to include in the display for this Report.

18. Transaction Report Acquisitions and Dispositions (including Births and
Deaths) over a specified date range. A specific
institution can be selected. Selecting the Advanced
filter allows you to select more specific types of
transactions.

19. Wild Acquisition Report
A report of all animals accessioned as collected from wild over a date range, including
collection event details such as Water Type and Collection Method. You can search
for animals collected under a specific permit.

20. Tools Tools are found under Start > Tools. ZIMS Tools
help you more quickly
record your data via
templates and offer
visualizations of the
data recorded in ZIMS.

21. Pedigree Explorer Pedigree Explorer lets you view
the Descendants, Parents and
Siblings of the selected animal.
You can search by the GAN or the
Local ID at an institution. This is a
Global report so you can find animals
that you never held or owned. This
report is also available from the
Actions button within the animal
record.

22. Group Explorer Group Explorer is a visual display
of all the Acquisitions, Dispositions,
Splits, Merges and Censuses of a
group record. Additions to the group
are displayed on the left and deletions
are display in the right, with census
counts up the middle. Each box is a
hyperlink into that transaction record.
Group Explorer is also available under
the Actions button in the record.

23. Manage Test Panels
Manage Test Panels allows you to add new medical test panels or edit
and delete them. You can only edit or delete the local panels that
you have entered (house icon), you cannot edit or delete Species360
test panels (globe icon)

24. Manage Templates
Manage Templates allow you to add, edit and delete any of
your templates except for Note Templates and Measurement
Range Templates. To work with a template select the template
type on the left and all your templates of that type will display
on the right. Selecting the hyperlink allows you to use that
template. To edit or delete use the icons on the right. To add
a new template select the type and then the green “+” icon.

25. Manage Note Template
Manage Note Templates allow you to add, edit and delete your Note Templates.
The house icon indicates it is a shared or editable template. You cannot edit or
delete a global template (globe icon). You can also manage your Note Templates
from within the Note entry screen.

26. Taxonomic Inconsistency
Taxonomic Inconsistency lets you check for any possible inconsistencies in the
taxonomy of the parents for an animal. This allows cleanup for any possible
hybrids that have not been recorded as such.

27. Measurement Range Template
Measurement Range Templates allow you to record your desired range for multiple
environmental or water quality measurements (left) and then assign these measurements
to multiple enclosures (right). If you record a measurement for the assigned enclosures
that is outside the desired range you will receive a warning and it will display in red in the
record. You can also select to this warning to selected staff members.

28. Getting Your Data Back Out!
Reports & Tools
Getting Your Data Back Out!