How-To
Reports brings together every export/summary view in one place, grouped by area: Storage, Fields, Contracts, Budgets, and Equipment. You'll only see the categories you have view access to.
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Go to Reports and pick a report card, then click View Report.
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Set the filters shown for that report (year, date range, Yard/Field/ Commodity, etc.).
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Click Generate Report (reports don't load automatically, so if a report page looks empty, check that you've clicked Generate after setting your filters).
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From the results, use Print / Save PDF or Download CSV.
Reports available:
- Storage: Storage Summary, Commodity Location, Load History, Grain Monitor (temperature/moisture)
- Fields: Field Summary, Field Operations, Crop History
- Contracts: Contract Status, Delivery History
- Budgets: Profitability, Fixed Costs, Crop Plan
- Equipment: Maintenance History, Equipment Inventory, Parts Inventory
FAQ
I clicked into a report and it's blank. Set your filters and click Generate Report; nothing loads until you do.
Why don't I see certain report categories? Each category requires the matching "view" permission (Storage, Fields, Contracts, Budgets, or Equipment). A staff account without access to an area won't see its reports either.
I changed the year on a Profitability or Fixed Costs report. Did that affect my Budgets pages too? Yes. Budgets reports use the same crop-year selection as the rest of the app, so changing it on a report also changes what Budgets shows if you navigate there next.