Overview of Livestock Reports
Stages in Livestock Reporting
- Overview of Livestock Reports
- Preparing Emails for Distribution
- Generating Livestock Reports (View/Send/Print)
Introduction
This guide equips you with the knowledge to navigate Stockyard's livestock reporting system effectively. We'll start by guiding you through accessing the Reports screen and its intuitive layout. Learn how to sort reports by categories like Purchaser, Vendor, Agent, and more for quick access to the information you need.
Selecting a specific report is straightforward, and we'll explore the options available for both Saleyard and Agency users. The guide will then delve into generating reports, covering methods like viewing on screen, emailing them, and printing. Additionally, we'll explain the various options that allow you to customize your report output.
Accessing the Reports Screen
Each Sale will contain a reports screen
You can find the Reports screen in Livestock --> Open/Create a Sale
If you do not see this option in a Sale, it has been restricted by your user profile in Stockyard
Filtering Reports by Category
Radio Buttons:
An easy way to navigate through the reports
- All -- Lists all Reports available to the user
- Purchaser -- Lists all the relevant Purchaser Reports
- Vendor -- Lists all the relevant Vendor Reports
- Agent -- Lists all the relevant Agent Reports
- Contractor -- Lists all the relevant Contractor Reports
- General -- Lists the Reports to give an overview of the Sale
Selecting a Report
To select a report, left-click one of the reports from the list
Once a report has been selected (as seen in the image below), there can be many different scenarios:
For a Saleyard --
- Some reports will enable the Agent field:
This allows you to select the Agent for which you want to run the report for, it will sort the data by the Agent only or view All Data / All Agents
For a Saleyard & Agency --
Some reports will just be able to be run without selecting an Agent, Purchaser or Vendor.
- Some reports will enable the Vendor field:
This field can be sorted by Agent selection or by a report -- Sorting by Agent will automatically sort the Vendor list by Agent - Some reports will enable the Purchaser field:
This field can be sorted by Agent selection or by a report -- Sorting by Agent will automatically sort the Purchaser list by Agent
Generating and Previewing Reports
Print Queue dropdown
These are the default options to choose from:
Screen - This is the default view, where the report runs to screen
Export (csv) - This queue is mostly hidden and only shows on certain Reports (like Agent Vendor Summary). It is used to export the data to a CSV to be viewed / edited with.
Transmit - Sending an email to the Transmitted email address of the Vendor / Purchaser
Print - Print straight to the Default Printer
Email - Sending an email with a custom email address or one that is not selected as transmit in Address Book of the Vendor / Purchaser
This section is further explored in Generating Livestock Reports (View/Send/Print)
Extra fields, dropdowns and checkboxes
Copies
- The number of copies you want to email, print and export to PDF
Run(s)
- Saleyard function, allows you to choose the reports by runs
Pen Group
- Run the report from the Start Pen to End Pen (if All Pens is not ticked)
Allow Multi select
- When enabled, allows you to select more than 1 Vendor / Purchaser in the list to run with the Print Queue chosen
Way(s) (Saleyard Only)
- Saleyard only option, where you can select a Purchaser report and have the option to print all ways or individual
Scheduled Reports dropdown
- Normal: Sends the scheduled reports out straight away (Not Recommended)
- Override to print queue: Allow you to choose the best approach to sending the Scheduled Reports using a chosen Print Queue from the dropdown above (Not Recommended)
- Confirm: Sends All Scheduled Reports to Postman to await your approval in sending them out (Recommended)
Tax Invoice / Preview Invoice (Agency Only)
- Preview Invoice - This will usually display as PREVIEW TAX INVOICE on the Invoice Report
- Tax Invoice
- Normal - This will have a heading "TAX INVOICE"
- Mark as Copy - This will have a heading "TAX INVOICE (COPY)"
- Mark as Amended - This will have a heading "TAX INVOICE (AMENDED)"
- Mark as Emailed - This will have a heading "TAX INVOICE (Emailed)"
- Mark as Retained - This will have a heading "TAX INVOICE (Retained)"
- Mark as Overdue - This will have a heading "TAX INVOICE (Overdue)"
Related Articles
Stockyard Sale Process - Best Practice
This article assumes your site has access to the Stockyard and Stockyard Mobile technologies. For more information about getting access to Stockyard, send us an email to sales@outcrosssystems.com.au or call us on 1800 799 107 This article will ...Saleyard Statistics Report
For the selected date range and species, the following sections are contained in the report: Throughput by Stocktype Value by Stocktype Statistics by Stocktype broken up by per head Statistics by Stocktype broken up by per Kg YTD Statistics by ...Butcher/Debtor's Insurance
Butcher, otherwise known as Debtor's Insurance is taken out by the Agent in the event of non-payment of purchases. This is not an applicable charge to Sale Yards. To set this charge up, please go the Livestock module and follow these steps: 1. Click ...Update Extended Residue Program (ERP) Accreditation
Complete and accurate Livestock Production Assurance National Vendor Declarations (LPA NVDs) play an important part in risk assessment for anyone in the livestock industry allowing animals to be verified as safe before or on arrival at the sale. ...How to Setup/Edit Transit Insurance
Transit Insurance is charged to clients in livestock sales who have elected to participate in the insurance. It is a charge that is made per sale, per participating client. It must be added to the client's record in Address Book and be present as a ...