Manage Dairy Reports

Only users who are assigned to a Role with Herd Write permissions can use this feature. See Edit User Permissions and Manage Roles for more information.

Save reports that you run frequently to your Dairy Reports tab for easy reuse. You can save reports to your Dairy Reports tab in two different ways

• From Reports Gallery: Click the star icon for the report. The icon changes to to indicate it was saved.

• From Report Results: 

  1. Click the bookmark icon .
  2. Enter the report details.
  3. Click Add. The icon changes to to indicate it was saved.

Control which reports are included in the Dairy Reports page by clicking the star icon . If you change your mind, you can add the report back from the Reports Gallery.

After you save a worklist to your Recurring Worklists, you can schedule the worklist and add it to the Process Scheduler calendar:

1. Click the Schedule Process button for the report you'd like to schedule. This opens a side panel where you can schedule the process:



2. Use the following guidelines to schedule your report:
   • Select the date and time to start the process.
   IMPORTANT: Set the Day to Start to a future time, either later today or a future date, as scheduling a process at a time that has passed will not run until the next time the scheduled interval is reached. For instance, if you schedule a process to start on Mondays at 5 am, but today is a Monday at 9 am, the enrollment will start next week at 5 am.
   
   • Set the schedule for the process: 
     1. Set the Repetition to Repeats.
     2. Set the frequency and interval for the process. For instance, to run a process weekly, set Every to 1 and Intervals to Week.
   • Click Schedule.

   After you schedule your report, it shows the Scheduled icon and Process Scheduler includes the process. To view the generated report, go to your Reports History.

Make changes to your custom saved report name or description at any time. To change the command itself, delete the saved report first, and then save the correct report.

Follow these steps to edit a custom report:

1. Go to the Dairy Reports tab.
2. Click the Options button and select the Edit button .
   
3. Update the report details.
4. Click Save.

You can delete a custom report at any time. Follow these steps to delete a custom report:

1. Go to the Dairy Reports tab.
2. Click the delete icon for the report to delete, and click Remove to confirm.