The quickest way to build out reports for your farm is start from a template and then make custom changes on top. Figured templates will be available as well as templates from your organisation, if they are available to this farm.
1. Create a Report
Navigate to Reporting Studio from the main menu on the left.
Select Custom Reports.
Click the + Build a Report button in the top-right corner.
The Build a Report window will open. Here, you have choices for getting started:
Use a Figured Template: Select a layout from the Template dropdown. These are pre-built for specific markets and provide a great foundation, so you don't have to start from an empty page.
Start from Scratch: Leave the Template dropdown empty to build your report from a blank canvas.
Benchmark - a Dairy NZ benchmark template
Complete the report's basic details:
Report Name: Give your template a clear, descriptive name (e.g., "Monthly Advisory Report," "Livestock Performance Summary").
Description: (Optional) Add a note for your team about what this report is used for.
2. Using the Report Builder
The Report Builder is where you design the layout and content of your report. The interface is split into two main sections: the Sections panel on the left and the Customisation panel on the right.
Cover pages are not fully customisable at this stage. You have access to 6 cover page templates, where you can edit the image and text. If you'd like additional customisation options, we'd love to hear from you, please leave a request.
Sections Panel
The Report Builder follows a Section-based model. With the section-based model, you no longer need to worry about fitting things on the page or content bouncing around. Figured automatically splits into pages when you print or export. This panel lists all the sections in your report. It allows you to structure your document. From here, you can:
Rename sections: Click on a section name (e.g., "Untitled section") to give it a meaningful title, like "Summary" or "Profit & Loss."
Reorder sections: Click and drag sections into any order you like.
Duplicate section: You can copy an existing section.
Add new section: Click the + Add section button at the bottom of the list.
❗ Sections are not the same as pages. One section can be multiple pages. However, a new section will always begin on a new page.
When creating section you can also use our pre-built template layouts to help you quickly setup a section
Customisation Panel
This panel on the right is where you add content. When you click on a blank area of a report section, the Report Builder tab becomes active, showing the components you can add.
You can click and drag these components around each section:
Chart: Add high visual impact charts, similar to the ones you see in the dashboard
KPI: Display specific Key Performance Indicators. You can pull any calculation from your Formula Builder to display as a KPI.
Textbox: Add custom text, such as an executive summary, notes, or commentary.
Image: Insert images, like your firm's logo, to brand the report.
Report: Embed standard Figured financial or production reports directly into your custom layout. (We will add more reports as options as we develop the Reporting Studio further)
Farm Summary: Add a pre-built farm summary block, you can select between the different enterprise types.
Auto Analyst: this textbox will auto generate insight based on the components you select to be analysed.
3. Saving and Running Your Report
When you've finished designing your report, save your changes and navigate back to the main Custom Reports list.
If you belong to an organisation the Custom Reports tab will also show your organisation's templates available for this farm. You have the ability to "Copy to Farm Reports" if you need to make further customisation.
From the main list, you can:
View/Edit the report further.
Edit Details change name or description
Copy the report to create another variation.
Download to PDF
Delete once the report is deleted you will not be able to restore it
Here is a link to a step-by-step of the above details.