SeedLeaf currently offers three report types:

  1. Sales: This is a report of all the Orders you have entered in to SeedLeaf

  2. Crop Production: This is a report of all your crop production Tasks and comes in two forms:

    • Simple: For the Simple Workflow and is generated automatically by SeedLeaf based on your Tasks.

    • Advanced: For the Advanced Workflow and is generated from user input each time a Task is completed.

  3. Packaging: This is a report of all your Product Packaging and comes in two forms:

    • Simple: For the Simple Workflow and is generated automatically by SeedLeaf based on your Tasks.

    • Advanced: For the Advanced Workflow and is generated from user input each time a Task is completed.



Sales Report Overview

The Sales Report is a report of all the Orders you have entered into SeedLeaf. Since you are not using SeedLeaf to issue invoices, this report only represents your theoretical sales, but still offers a useful look at your sales nonetheless.


To Display a Sales Report:


    STEP 1: Navigate to the Reports page

    STEP 2: Select the Sales Report

    STEP 3: Enter the start date and end date of the period you want a report for

        NOTE: For a single-day report, make the start date and end date the same

    STEP 4: Choose a report format - On-screen or CSV (for export)

    STEP 5: Click "Generate" to display the desired report


The on-screen Sales Report breaks down your sales in five ways in a single table:

  1. By Customer

  2. By Customer Type

  3. By Product

  4. By Product Size

  5. By Total Sales for the period


The export version of the report breaks down sales by Order Number and includes the following:

Order Number

Harvest Date

Customer

Customer Type

Product

Price

Quantity

Total



Crop Production and Packaging Reports


To Display the Crop Production or Packaging Report:

    STEP 1: Navigate to the Reports page

    STEP 2: Select the Crop Production or Packaging Report

    STEP 3: Enter the start date and end date of the period you want a report for

        NOTE: For a single-day report, make the start date and end date the same

    STEP 4: Click "Generate" to display the desired report


The report will then display on the screen in a new table.


Crop Production Reports


Simple Crop Production Report Overview

By default, SeedLeaf starts you off with the "Simple" Workflow which means a corresponding Simple Report. The Simple Report takes the data from your Tasks to generate a Report which contains the following fields:

  • Sowing Date

  • Crop

  • Sowing Rate per Tray

  • Trays Sowed

  • Expected Yield per Tray

  • Total Seed weight for sowing

  • For Harvest on



Advanced Crop Production Report Overview

The Advanced Crop Production Report is an important report for growers wanting to keep careful track of their production or who want to quickly trace Order Products back to the seed(s) they grew from. In essence, it acts like an audit tool that will be useful in the case of a recall.


Here's what's included in the Advanced Crop Production Report:

  • Seed Name and Variety (drawn from the Seeds page)

  • Crop Name, Notes, Sowing Rate per tray, Expected Yield per tray, (drawn from the Crops page)

  • Seed lot(s) used, Seed Lot supplier

  • For each Task:

    • Expected and Actual completion date

    • Expected and Actual Tray count

    • Task completed by

    • Task Notes

  • For Harvest Task:

    • Expected and Actual Harvest date

    • Expected and Actual Tray count

    • Expected total Harvest weight

  • Associated Orders

  • Associated Products


This is a very large report, so may be easier to assess in its CSV format. But the table it is generated in has many filter options you can use to make the report more manageable:

  • Columns: By default, only nine of the 42 report columns are displayed to make the report more manageable for on-screen display. You can select just the columns you wan to view to be displayed.

  • Filter: You can filter any of the columns to only display rows for specific items 


Data Collection

It is important to understand that with the Advanced Report, the report data is only generated when you "Complete" your Crop Production Tasks. Thus, the report is only as good as you make it. Because the report displays both actual and expected values, it is a very useful tool for analyzing your crop production.