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Records into insight

Reports Guide

Choose the right report, set its scope, read each number honestly, save a useful view, and take the result into a meeting or spreadsheet.

Quick start

  1. 1Open Reports, then choose Crop, Animal, or Breeding.
  2. 2Choose a date preset or a custom start and end date.
  3. 3On Breeding, choose a species when the filter is available.
  4. 4Read the summary first, then inspect charts and rows for context.
  5. 5Save the view for repeat work, or use Share, PDF, or CSV to take a copy.
1

Overview

Reports are read-only summaries of records already in FarmSentry. They do not create activities, repair missing setup, or replace the source record. If a number is wrong, correct the field, animal, or activity that produced it and then reload the report.

Report

Cards, charts, and summary rows calculated from recorded farm data. Filters decide which records are included, with a few clearly noted snapshot and rolling metrics.

Spreadsheet download

A spreadsheet-ready report summary. It is not a raw activity backup and it is not the place to correct the original records.

FarmIQ

FarmIQ is a separate analysis and conversation experience. Core reports calculate fixed summaries; they do not generate AI conclusions or change farm data.

2

Run a report quickly

  1. 1

    Pick the subject

    Crop summarizes fields and crop activities. Animal summarizes active animals and production. Breeding summarizes recorded heat, service, pregnancy-check, and birth events.

  2. 2

    Confirm the scope

    Read the Showing label above the report. On Breeding, also check the species filter when it appears.

  3. 3

    Start broad, then inspect detail

    Use summary cards for orientation. Use charts for patterns and rows for the records behind those summaries. A missing comparison arrow does not remove the selected-range total.

  4. 4

    Keep or take the result

    Save a view when you will repeat the same screen. Download or share when someone needs a point-in-time copy.

3

Choose the right tab

Crop, Animal, and Breeding remain available regardless of farm type. FarmSentry only uses farm type to choose a convenient first tab; it does not hide the others.

TabBest forMain prerequisite
CropField activity, harvest, operations, and yield per entered areaFields and crop activities
AnimalActive-animal context and recorded productionActive animals and animal production activities
BreedingFollow-up from recorded breeding eventsAnimals and dated breeding activities

How the opening tab is chosen

  1. A tab in the current link or an applied Saved View takes priority.
  2. Otherwise, FarmSentry restores the last report tab used for this farm on this browser.
  3. With no remembered tab, poultry, dairy, sheep, goat, and pig farms open Animal. Crop, mixed, and other farm types open Crop.

Choosing a tab updates the link and remembers that tab for the farm. Breeding remains one tap away even though it is not the farm-type default.

4

Set the date range and understand its scope

The Showing label is the fastest scope check. A full month is shown as its month and year; other ranges show explicit dates.

PresetDates included
Last 7 DaysToday and the six preceding calendar days
This MonthThe whole current calendar month, including its future end date
Last MonthThe whole previous calendar month
This QuarterThe whole current calendar quarter
This YearThe whole current calendar year
CustomThe exact start and end dates you select

For a custom range, choose the start and then the end. The range applies as soon as both dates are selected. Phones show one calendar month at a time; wider screens show two.

What is remembered

  • The selected dates are placed in the URL, so refreshing or sharing that link keeps them.
  • The most recently chosen preset is remembered on this browser across farms.
  • A custom range stays in its URL, but it is not saved as the new global preset.
  • Real farms default to This Month when no range or preset is available.
  • Demo farms with no remembered preset start with about six months ending yesterday.

The Crop and Animal comparison switch controls trend decorations and is remembered separately in this browser. It does not change the headline range totals and is not captured by a Saved View.

Reset all filters

Reset keeps the active report tab, returns dates to This Month, and clears species, sorting, page size, and page position. A temporary Undo action restores the prior URL. Reset also clears the remembered Breeding species.

5

Read Crop reports

Crop reports combine a current list of fields with crop activities recorded in the selected date range. A field can therefore appear even when it has no activity in that range.

Total Fields

Current farm snapshot

All registered fields, not only fields active in the selected range.

Total Harvest

Selected date range

Recorded harvest converted for the report display. Check source units before comparing unusual entries.

Total Operations

Selected date range

Fertilization, weeding, pest control, irrigation, pruning, and mulching records.

Total Activities

Selected date range

All crop activities associated with fields, including activity types outside Operations.

Charts and field rows

  • Harvest Trend is rolling trend context ending today. Treat it separately from the selected-range headline harvest total.
  • Field Performance shows up to ten fields ranked by recorded harvest per entered area for the selected dates. Fields need usable area and harvest data to appear. This is recorded yield context, not an agronomic success score.
  • The field table shows crop, area, harvest, harvest-record count, operations, and total activities. It has no row-level edit action; open the relevant field or activity area to correct data.
6

Read Animal reports

Animal reports start with the current active-animal list and attach production recorded in the selected range. Species appears as row context; the Animal tab does not offer a species filter.

Total Animals

Current farm snapshot

All active animals in the report, regardless of production in the date range.

Animals Producing

Selected date range

Active animals connected to production records in the range.

Production Records

Selected date range

The count of underlying production records, not a sum of mixed units.

Production Types

Selected date range

The distinct recorded production categories represented in the report.

Charts and animal rows

  • The production trend is rolling context ending today, so it does not represent the chosen range compared with the immediately preceding equal range.
  • Production Mix uses record counts so categories with different units can share one chart. Its slices are calculated from the animals on the currently loaded page; the tooltip keeps source totals and units.
  • Rows show tag, species, breed, herd, production by type, and matched production activity count. Herd-level production may be represented for each animal in that herd; the report-wide record count still counts source records once.
  • Animals with no production can still appear and say No production recorded. The rows have no edit or drill-down action.
7

Read Breeding reports

Breeding reports organize dated breeding activities into follow-up lists. The species filter appears only here, and only when the current result contains more than one species. Its counts come from animals referenced by breeding activities in the selected range—not from the entire farm animal list.

The species choice is written into the report link and remembered for Breeding on this farm in the current browser. Reset all filters clears both places.

SummaryHow it is scoped
Recent HeatSelected-range heat observations that also fall within the last 30 days
Pending ChecksSelected-range service events from 21 to 90 days ago, with a suggested check date 30 days after service
Expected Births (parturitions)Confirmed pregnancy checks in the selected range, with species-based estimated dates; the card counts those due in the next 30 days
Confirmed PregnanciesConfirmed pregnancy-check records in the selected date range

Lists, timeline, and actions

  • Heat, Pending Checks, and Expected Parturitions begin with ten rows. Show More reveals ten more at a time.
  • Each of those three follow-up lists is limited to 50 records. The displayed “of” total only counts records returned within that limit.
  • The expected list keeps upcoming dates and dates no more than seven days overdue; older overdue estimates are not shown in that list.
  • The Breeding Timeline combines the capped follow-up lists with up to ten recent parturitions, then paginates animal timelines ten at a time.
  • Timeline status filters such as Overdue, Due Soon, and On Track work on that assembled timeline. They are not farm-wide counts.
  • Animal tags open the animal profile. Pending rows can open a prefilled Record Check flow; expected rows can open a prefilled Record Birth flow.
  • Breeding has no manual sort sheet. Each section uses its own built-in order: recent heat first, soonest checks first, and overdue or soonest expected dates first.

If a species filter produces no data, the report may hide that filter with the empty result. Use Reset all filters above the report to recover the full view.

8

Save and restore views

A Saved View is a named shortcut to a report setup. It is stored for the current farm in this browser. It is not synced to another browser or device.

A Saved View captures

  • Active report tab
  • Start and end dates
  • Breeding species, when selected
  • Crop and Animal sort column and direction
  • Crop and Animal page size
  • Other current report URL filters

A Saved View does not capture

  • Current page number; applying a view starts at page 1
  • The Crop or Animal comparison toggle
  • Breeding Show More counts
  • Breeding timeline status filter or timeline page
  • Data itself; the restored report recalculates from current records
  1. Set the tab, dates, species, sort, and page size you want.
  2. Select Save view, enter a recognizable name, and save.
  3. Select the saved name later to replace the current report URL with that setup.

Removing a Saved View offers Undo. Because views live in browser storage, people sharing the same browser and farm may see the same saved names. When the current setup already matches a Saved View, FarmSentry marks that view as active instead of offering a duplicate save.

9

Sorting and pagination

  • Crop defaults to Total Harvest descending. Animal defaults to Total Activities descending.
  • Selecting the same sort again reverses its direction. On desktop, a newly selected table heading starts ascending; in the mobile sort sheet, a new metric starts descending.
  • Crop and Animal load 25 rows by default. Page-size choices are 10, 25, 50, and 100.
  • Changing dates clears the Crop, Animal, and Breeding report page numbers.
  • Saved Views keep page size and sort but deliberately omit page number.
  • Breeding uses Show More for its follow-up lists and separate ten-animal timeline pages instead of the shared page-size control.

If a copied link opens an empty Crop or Animal page, it may contain a page number that no longer exists after records changed. Choose a date preset or Reset all filters to return to page 1.

10

Share, PDF, and spreadsheet downloads

Share

Creates a PDF and opens the device share sheet when file sharing is supported. Otherwise, FarmSentry downloads the PDF so you can attach it yourself.

PDF

Downloads a fixed report copy for review, printing, or records.

CSV

Downloads spreadsheet-readable report summary rows. It is not a raw export of every source activity field.

ReportPDF and Share scopeCSV scope
CropFetches all field pages for the selected datesFetches all field pages in batches
AnimalFetches all active-animal pages for the selected datesFetches all pages; production types are flattened into rows
BreedingUses summary cards plus the limited Pending Checks and Expected Parturitions lists; it does not add heat-list or recent-parturition details or retrieve records beyond those limitsSeparate Heat, Pending Checks, and Expected Parturitions downloads; each includes the returned section, up to 50 records

If an export fails, try the action again after checking the connection. Share and PDF keep friendly failure messages; a browser without file sharing falls back to a normal download.

11

Empty states, errors, and trustworthy interpretation

When the report is empty

  1. Confirm the Showing dates and Breeding species.
  2. Use a preset or Reset all filters to clear a stale page or narrow filter.
  3. Confirm fields or active animals exist.
  4. Confirm the relevant activities were saved with the expected dates and subjects.

When loading fails

  1. Use Try Again; the current URL filters remain in place.
  2. Check the connection if the failure repeats.
  3. Confirm you still have access to the farm.
  4. Reopen Reports and rebuild the range if the saved link is obsolete.

Read with the right level of confidence

  • A summary is evidence of what has been recorded, not proof that every real-world event was entered.
  • Current snapshot totals and selected-date activity totals can legitimately move differently.
  • Mixed production units should be compared within their own type and unit, not added into one physical quantity.
  • Yield per area depends on entered area and harvest values; verify both before comparing fields.
  • Breeding due dates and statuses are workflow aids, not veterinary findings.
  • If a small trend request fails, the main selected-range totals may still load without a trend indicator. Absence of an arrow is not a zero trend.
12

Access and common questions

Current core-report access

Crop, Animal, and Breeding reports are available on Free, Essentials, and Premium to authenticated people who can read the farm. Their current Share, PDF, and CSV controls are also available on those plans. Premium Advanced Reports is a different feature.

Can I filter Animal reports by species?

No. Species is displayed in Animal rows, but the species control exists only in Breeding and appears when more than one relevant species is available.

Why did a Saved View change since I saved it?

The view saves filters, not results. When source records change, opening the same view recalculates the report from the latest data.

Does the trend compare my range with the previous equal range?

No. Current Crop and Animal trends compare the two latest activity-containing buckets in rolling history ending today. Use the selected-range cards for the exact chosen dates.

Why is my export not in the same sort order as the table?

Crop and Animal sort only the current page. Full downloads include all result pages in the default result order, so they do not preserve the sort selected on that page.

What can I do in a demo farm?

Authenticated users can explore, filter, and export demo reports. Demo data cannot be changed, so links toward Record Check or Record Birth cannot save a new source record there.

    Reports Guide | FarmSentry Help Center