Custom Reporting QL

Custom Reporting lets coordinators and admins build lightweight, read-only reports using a small WildTrack360 query language. It is available from Tools -> Custom Reporting.

The QL is not SQL. Each query line is parsed into a safe internal structure, data is fetched through normal organisation-scoped application queries, and results are aggregated in application code.

Who Can Use It

Action	Access
Open Custom Reporting	Users with `report:view_species`
Preview report queries	Admin, Coordinator All, Coordinator
Save report queries	Admin, Coordinator All, Coordinator
Edit/delete/toggle a saved query	Query creator, or Coordinator/Admin-level user

Carers are intentionally excluded from Custom Reporting because the reports are organisation-level aggregates, not individual carer worklists.

How the Workbench Works

Go to Tools -> Custom Reporting.
Choose a template or write one query per line.
Set the From and To date controls if needed.
Click Preview.
Review the table and chart output.
Save useful queries to the organisation library.
Toggle Show on dashboard to pin a saved query as a dashboard widget.

Previewing a query does not use Wally or AI tokens. Wally can help draft a query, but the workbench itself uses the parser and evaluator directly.

Query Syntax

Write clauses in this order:

count from <source>
  [between YYYY-MM-DD and YYYY-MM-DD]
  [where <field> = <value>]
  [group by <field>]
  [trend by <field>]
  [limit N]
  [chart number|table|bar|pie|line]

For numeric totals, use:

sum <numericField> from <source>
  [between YYYY-MM-DD and YYYY-MM-DD]
  [where <field> = <value>]
  [group by <field>]
  [trend by <field>]
  [limit N]
  [chart number|table|bar|pie|line]

You can also use as instead of chart:

count from incidents as table

Clause Reference

Clause	Purpose	Example
`count`	Count matching rows	`count from incidents`
`sum <numericField>`	Add numeric values	`sum trainingHours from carer_training`
`from <source>`	Select an allowlisted reporting source	`from animals`
`between ... and ...`	Apply an inclusive date range	`between 2026-01-01 and 2026-06-01`
`where <field> = <value>`	Filter by exact equality	`where resolved = false`
`group by <field>`	Break totals into categories	`group by severity`
`trend by <field>`	Produce a time series	`trend by recordedMonth`
`limit N`	Keep the top N groups or latest N trend buckets	`limit 10`
`chart ...`	Choose output style	`chart bar`

Use quotes for values containing spaces:

count from animals where species = "Eastern Grey Kangaroo"

Boolean filters accept true, false, yes, no, 1, and 0.

Date Ranges

Every query is bounded by a date range:

Date source	When it applies
Inline `between` clause	Takes priority over page date controls
Page From and To controls	Used when the query does not include `between`
Default trailing one-year window	Used when no inline or page range is supplied

The maximum range is 366 days. The date range is applied to the source's configured date field.

Time buckets such as foundDay, foundMonth, recordedDay, and recordedMonth are calculated in the Australia/Sydney time zone.

Sources and Fields

Only these sources and fields are available. Source names and field names must be written exactly as listed.

Animals

Use animals for animals admitted in a date range, grouped by current state such as species, status, or current carer.

Detail	Value
Date range field	`dateFound`
Fields	`species`, `status`, `sex`, `ageClass`, `outcome`, `released`, `deceased`, `hasPhoto`, `hasNotes`, `hasCarer`, `carerName`, `weightGrams`, `foundDay`, `foundMonth`, `releasedDay`, `releasedMonth`
Sum fields	`weightGrams`

animals is a current-state snapshot. A trend over foundMonth shows intake by month, not historical changes to an animal's status.

Animal Assignments

Use animal_assignments for internal carer assignment events.

Detail	Value
Date range field	`transferDate`
Fields	`carerName`, `hasPreviousCarer`, `assignmentDay`, `assignmentMonth`
Sum fields	None

Use this source when the question is about which carer received animals during a period.

Incidents

Use incidents for incident reports by type, severity, resolution, animal linkage, and attachments.

Detail	Value
Date range field	`date`
Fields	`type`, `severity`, `resolved`, `hasNotes`, `hasAnimal`, `hasAttachments`, `recordedDay`, `recordedMonth`
Sum fields	None

Hygiene Logs

Use hygiene_logs for biosecurity and hygiene checks.

Detail	Value
Date range field	`date`
Fields	`type`, `completed`, `enclosureCleaned`, `ppeUsed`, `handwashAvailable`, `feedingBowlsDisinfected`, `hasPhotos`, `loggedDay`, `loggedMonth`
Sum fields	None

Carer Training

Use carer_training for training records, certificate coverage, expiry status, and training hours.

Detail	Value
Date range field	`date`
Fields	`trainingType`, `provider`, `hasCertificate`, `expired`, `trainingHours`, `completedDay`, `completedMonth`
Sum fields	`trainingHours`

Care Records

Use records for animal care log entries such as feeding, medical, weight, or observations.

Detail	Value
Date range field	`date`
Fields	`type`, `hasNotes`, `hasLocation`, `recordedDay`, `recordedMonth`
Sum fields	None

Release Checklists

Use release_checklists for release readiness and release-type reporting.

Detail	Value
Date range field	`releaseDate`
Fields	`releaseType`, `completed`, `within10km`, `releasedDay`, `releasedMonth`
Sum fields	None

Post-Release Monitoring

Use post_release_monitoring for post-release sighting and condition observations.

Detail	Value
Date range field	`date`
Fields	`animalCondition`, `hasPhotos`, `hasNotes`, `observedDay`, `observedMonth`
Sum fields	None

Assets

Use assets for current equipment and inventory status.

Detail	Value
Date range field	`createdAt`
Fields	`type`, `status`, `hasAssignee`, `createdDay`, `createdMonth`
Sum fields	None

assets is a current-state snapshot. Trends show creation dates, not historical status changes.

Examples

Unresolved Incidents by Type

count from incidents where resolved = false group by type chart table

Incidents by Severity

count from incidents group by severity chart bar

Animals by Current Status

count from animals group by status chart pie

Top Species in Care

count from animals group by species limit 10 chart bar

Animal Intake Trend by Species

count from animals group by species trend by foundMonth chart line

Carer Assignment Events

count from animal_assignments between 2026-01-01 and 2026-06-01 group by carerName limit 10 chart table

Training Hours by Type

sum trainingHours from carer_training group by trainingType chart bar

Training Hours Over Time

sum trainingHours from carer_training group by trainingType trend by completedMonth chart line

Hygiene Completion

count from hygiene_logs group by completed chart pie

Care Activity Trend

count from records group by type trend by recordedMonth chart line

Chart Selection

If you do not specify a chart, WildTrack360 chooses one:

Query shape	Default
Plain count or sum	`number`
`group by` only	`bar`
`trend by`	`line`

Available chart types are:

number
table
bar
pie
line

The workbench may warn when a chart does not fit the query. For example, a line chart without a trend by field or a crowded pie chart may be hard to read.

Saved Queries and Dashboard Widgets

Saved queries are shared with the organisation. Each saved query stores:

Name
Query text
Visualisation type
Whether it should appear on the dashboard
Creator

When Show on dashboard is enabled, the saved query appears as a Custom Report widget on the home dashboard. Dashboard widgets use the same parser and evaluator as the workbench.

Safety Rules

Custom Reporting is deliberately limited:

Queries are read-only.
Query text is never executed as SQL.
Sources and fields must be allowlisted.
All reads are scoped to the current Clerk organisation.
Results return aggregates only, not raw records.
Raw organisation IDs, user IDs, Clerk IDs, emails, addresses, coordinates, attachments, JSON payloads, notes, and descriptions are not exposed.
Free-text fields are reduced to boolean flags such as hasNotes or hasPhotos.
Only equality filters are supported.
Joins, subqueries, AND, OR, non-equality operators, ordering, raw field paths, and mutation verbs are rejected.
Date ranges are capped at 366 days.
limit is capped at 50.

When to Ask Wally

Use Wally when you know the reporting question but not the QL syntax.

Example:

Wally, can you make a Custom Reporting query for training hours by month?

Wally can suggest:

sum trainingHours from carer_training trend by completedMonth chart line

If the requested report needs unavailable fields or unsupported logic, Wally should explain the limitation and suggest the closest valid query.

Page	Why it matters
Wally AI Assistant	How Wally helps draft and explain reporting queries
Data Export & Reporting	Full exports and NSW register exports
Compliance Management	NSW annual reporting and regulatory reporting workflows
Roles & Permissions	Reporting access and role-scoped permissions

Who Can Use It​

How the Workbench Works​

Query Syntax​

Clause Reference​

Date Ranges​

Sources and Fields​

Animals​

Animal Assignments​

Incidents​

Hygiene Logs​

Carer Training​

Care Records​

Release Checklists​

Post-Release Monitoring​

Assets​

Examples​

Unresolved Incidents by Type​

Incidents by Severity​

Animals by Current Status​

Top Species in Care​

Animal Intake Trend by Species​

Carer Assignment Events​

Training Hours by Type​

Training Hours Over Time​

Hygiene Completion​

Care Activity Trend​

Chart Selection​

Saved Queries and Dashboard Widgets​

Safety Rules​

When to Ask Wally​

Related Documentation​