Reports are automatically generated as soon as you create records. The details in each of these records are added to your reports, giving you a comprehensive insight into your operation.
Reports calculate your totals for you so you can forget about using your calculator or creating lengthy financial documents. Livestock Reconciliation, Livestock Gross Margin, Cost of Production, Treatments and Feed reports as well as much more, are all available from our Web App.
Discover how to access, customise and export your reports below.
What reports are there and how do I access them?
Reports are available from our Web App. If you are not logged in, log in using your email and password.
Click on Reports from the left navigation panel
This will bring you to the reports area of the Web App. Click on the navigation at the top of the page to switch between the major reporting areas.
Individual Animals (UK)
For users in the United Kingdom Accreditation and Individuals are available to access.
All of the reports are easily customisable to your needs so that you can extract the exact information you need. Here are some simple tips and tricks to customise, group and filter your reports.
If you only wish to see certain records and their totals, we make it easy to simplify your report. Use the Filter all columns box at the top of the page as a search bar for keywords. Now only record items with the selected word will be shown.
Note: This will also adjust the Total at the bottom right-hand side of the page.
Use the Customise columns option on reports to select which columns to display or hide.
Changes are saved in your browser so next time you visit the report your customisations are remembered. Click the Reset button to restore the columns to the defaults.
A selection of reports also allow you to select on what criteria the rows are combined. This gives you more flexibility to report on what is relevant to your business.
Press Save to view your customised report
Grouping records generates a subtotal and title column for a specific group within your reports. Customise your reports to view totals for your livestock, age class, tag colour and more to get a better idea of the cost and performance of each group within your operation.
For example, by clicking No grouping and selecting livestock from the drop-down Menu, your report will now be organised by livestock name.
Adjust the Date Range
Want to see only records from last month, last financial year or between a specific date range?
Just click on the Date range box at the top of a report and customise the dates by using the Calendar tool to view records from any time period. We have a few options preset for quick access!
Default Date Range
Click Reset to return to your default date range. The default date aims to show you your recent relevant records.
If there are at least 6 months of records, it will default to the start of your financial year. Otherwise, it will show records either from the start of the year or from up to 6 months ago.
Custom Financial Year Dates
If your financial year dates are different to the preset options, these can be customised through your farm preferences.
Go to the Account page on the bottom left then click Farm Management.
Find your preferences by clicking Settings under the Edit dropdown.
On the left-hand side, the Financial Year tab shows your current financial year settings. To adjust it, simply select your starting date and hit Save.
From any report, click the Print button. Select whether you would like to Print as table or Print record list depending on your requirements.
To export a report as a .csv file, simply click Export. This will download the report to your computer in the same way you currently have the reported grouped or filtered. This file can now be opened and edited in Excel.