Executive Reports
Executive reports condense your farm’s information into professional formats to share with stakeholders who need high-level visibility without getting into operational details.
Who Are Executive Reports For?
Section titled “Who Are Executive Reports For?”| Audience | Interests |
|---|---|
| Owners | ROI, costs, yields, overall status |
| Investors | Financial metrics, projections, risks |
| Partners | Compliance, certifications, quality |
| Consultants | Technical data, trends, recommendations |
| Banks/Insurers | Inventories, production, history |
Report Types
Section titled “Report Types”Monthly Status Report
Section titled “Monthly Status Report”Summary for owners and management including executive summary, key metrics, and variances.
Production Report
Section titled “Production Report”Focused on yields for planning and projections, showing production by lot and trends.
Financial Report
Section titled “Financial Report”For investors and accounting with operational costs, inventory, and financial indicators.
Generate Reports
Section titled “Generate Reports”From the analysis module
Section titled “From the analysis module”- Go to Analysis → Reports
- Select report type
- Configure period and parameters
- Click Generate
Customization
Section titled “Customization”| Option | Description |
|---|---|
| Period | Month, quarter, year, or custom |
| Modules | Include/exclude sections |
| Detail | Summary vs. detailed |
| Format | PDF or Excel |
Export and Share
Section titled “Export and Share”PDF Format
Section titled “PDF Format”Professional document ready to print or send.
Excel Format
Section titled “Excel Format”For additional analysis or integration.
- Generate the report
- Click Send by Email
- Enter recipients
- Add custom message
- Report attaches automatically
Scheduled Sending
Section titled “Scheduled Sending”Configure automatic sends:
Schedule send: Report: Monthly Status Frequency: Monthly Day: 5th of each month Time: 8:00 AM Recipients: [email protected], [email protected]Best Practices
Section titled “Best Practices”Recommended frequency
Section titled “Recommended frequency”| Audience | Frequency | Content |
|---|---|---|
| Owner | Monthly | Overall status, financial |
| Investor | Quarterly | Financial, projections |
| Operations | Weekly | Operational detail |
| Certifier | As audited | Traceability, compliance |
Maintain consistency
Section titled “Maintain consistency”- Use same format each period
- Makes comparing between periods easier
- Readers know what to expect
Be honest
Section titled “Be honest”- Include both good and bad
- Explain negative deviations
- Show action plan for problems
Next Steps
Section titled “Next Steps”- Dashboard - Monitor real-time metrics
- AI Analysis - Get insights for reports
- Owner Guide - What to review as owner