Introduction to Reports
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Modified on: Tue, 5 Mar, 2024 at 12:59 AM
SeedLeaf currently offers three report types:
Sales: This is a report of all the Orders you have entered in to SeedLeaf
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.
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:
By Customer
By Customer Type
By Product
By Product Size
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.
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