Reports Overview

Reports Overview

The Reports section of StockMate enables the user to configure and generate reports.
Most reports have ‘Report Configuration’, ‘Search Criteria’ and 'Pivot mode' options that can be edited and updated in a similar fashion.
  1. Report Configuration allows the user to customise the report view and save multiple customised versions in a dropdown list, for easy access to the report templates in future.
  2. Report Search Criteria allows the user to specify which data will be included in the report results.
  3. Pivot mode features a customisable pivot table which enables the user to manipulate and view their generated report data in different ways. Charts can also be created. This feature is available on the Livestock Report, Sessions Report. Treatments Report and Forecast Reports.
Refer to Report Field Descriptions for an explanation of the fields contained within each report in StockMate. The article also outlines which fields appear in each of the Reports.

The following Reports are available in StockMate:
  1. Livestock Report (web): Defaults to displaying active stock (i.e. not Exited or Dead) at a given point in time, and allows the user to select Dead, Missing or Exited animals if needed. 
  2. Sessions Report (web): Allows you to view all sessions for selected animals. 
  3. Treatments Report (web): This report displays stock treatments administered. 
  4. Forecast by Date Report (web): Analysis tool that allows the forecast of livestock weights by a specified Target Date.
  5. Forecast by Weight Report (web): Enables users to forecast the dates by which livestock will reach a specified Target Weight.
  6. Head Days Report (web): provides a summary of the time animals spent in a Paddock, or other specified state, over a given date range.
  7. Position Statement Report (web): provides a summary of Ins, Outs, and Deads for a given date range.
  8. CSV Export to StockaID: useful for clients using both StockMate and StockaID.
  9. CSV Export Stock on Hand: allows the user to generate a detailed Stock on Hand CSV file.
  10. Mob-based Reports: When using the Mob-based inventory option, additional reports are avaliable based solely on mob-based data.
There are other reports available in StockMate in their respective categories, such as:

Sessions
  1. Session List: Refer to Session List Screen Overview (web) for further information.
  2. Animals in Session: Refer to Animals in Session Screen Overview (web) for further information.
Follow-ups
  1. Follow-ups View and Report (web)
Contracts
  1. Contract Charges Report (web) allows the user to report on Contract Charges for individual animals for any date range.
Financial
  1. Animal Purchases Report (web) is similar to the Livestock Report (web) but also includes financial information unique to APGs.
  2. Animal Sales Report (web) is similar to the Livestock Report (web) but also includes financial information unique to ASGs.
  3. Animal Whole of Life Report (web) is similar to the Livestock Report (web) but also includes financial information from APGs, ASGs, OTH, and Treatments, and calculates Gross Profits.
  4. Refer to reports outlined in the Financials Overview (web).
NLIS
  1. Uploading NLIS Arrivals, Deaths and EID Replacements
  2. Downloading from the NLIS database to StockMate
  3. Download NLIS Devices Purchased
  4. NLIS PIC Reconciliation
  5. NLIS Logs
  6. Refer to NLIS Overview for further information.
Inventory Transactions Reports
  1. Inventory - Inventory Report: View Item stock levels at a given point in time.
  2. Inventory - Running Totals Report: View changes to Item stock levels over a date range.
  3. Inventory - Stocktake Report: View corrections to Item stock levels made, over a date range.
  4. Inventory - Transaction Detail Report: View further information related to Inventory Transactions.
StockMate App
  1. Forecast Tool (app): Allows the prediction of exit weight or exit date based on actual or predicted ADGs.
  2. Livestock on Hand (app): Summary of Livestock numbers per Property and Paddock, you can drill down to see mob and individual animal detail.


    • Related Articles

    • Email Reports

      Email Reports functionality enables a user to email, to themselves, the search criteria and results that are on-screen. This is useful where results are likely to time-out on screen as in the case of large reports. The information will be emailed to ...

    • Mob-based Overview (web & app)

      The mob-based method is one of the ways that StockMate calculates livestock inventory and movement of animals. Choosing Between Individual Animal and Mob-based Systems provides a detailed description of the two methods available in StockMate for ...

    • Inventory Overview (web & app)

      Item inventory can be tracked in StockMate, using Inventory Transactions: Purchases Sales Wastage Stocktake The Inventory Transactions: Adding a Purchase, Sale, Wastage, Stocktake (web) details the setup and tracking of inventory transactions on the ...

    • Follow-ups Overview

      Overview The Follow-ups functionality allows animals to have multiple concurrent Follow-ups, with due dates and traceability of resolved Follow-ups. Adding Follow-ups to animals can be done via Scan sessions, Animal Details/Lookup, or in bulk using ...

    • Sessions Overview (web)

      Sessions are heavily used throughout StockMate, for recording animal attributes, drafting, movements, examination results and applying treatments. They can be created via scanning animals, bulk selection or importing data using the relevant ...