Harvest Reporting

There are lots of ways Conservis takes your data and re-organizes it into useful reports you can use to run your operation. Below is a description of each Harvest report by type.

Crop Position: Actual

Details in the FINANCIALS > FINANCIAL MANAGEMENT REPORTS section.

Harvest Logs

There are 7 Harvest Log Reports to display all information received from every ticket type. HARVEST > GRAIN REPORTS > Harvest Logs.

All of the following reports are available and follow the same reporting cadence. You can find similar information by clicking the Excel link on the List page of each of these tickets, however, the Harvest Log files often include more ticket details than are included in those Excel exports.

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We have several reports that will break down your yield information in a variety of ways. If you need this broken down by Ownership information, see Ownership Reports.

There are other reports we won’t go into as much detail on, which including those that look exclusively at Grain Cart Weights (i.e. Cart Weights) for those using Grain Cart scales. All these reports can be found here. (Harvest > Grain Reports > Yield)

Individual Field Yield Report - Delivered Weights

Note: If you don’t use Grain Cart scales, Delivered Weights in the title is omitted.

This report shows each load that contributes to a field’s yield. It presents the most accurate weight for that load, initially showing Grain Cart weight and then replacing that weight/amount with the Delivery Receipt when it’s attached.

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Summary Field Yield Report - Delivered Weights

(For those who don’t use Grain Cart scales, Delivered Weights in the title is omitted). This report is your standard Yield report. Just like the Individual Field Yield, this report pulls weight and moisture data from the most accurate source available: presenting Grain Cart weights first, then replacing with Truck scale weights (if applicable), and finally Elevator weights.

It also groups fields by Fields Started, In Progress, and Complete.

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Crop Production Report

The Crop Production Report groups fields by Crop Insurance info (found/updated on the Field Setup page, either under Harvest or Production). This report is more of a summary level, combining fields with the same Unit Number. You need to have filled out Crop Insurance info for a field for it to appear on this report.

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*in order so see fields in this report, crop insurance information must be entered in each fields details.

Crop Production Detail

This report also shows Crop Insurance info, but includes many details on a field level (fields are separated by page). You need to have filled out Crop Insurance info for a field for it to appear on this report.

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*in order so see fields in this report, crop insurance information must be entered in each fields details.

This report is only available to users that have integrated their Conservis account with Climate Fieldview or John Deere Ops Center, and is collecting Combine info from one of those sources. This report compares the Combine’s harvest and yield to the sum of your Grain Cart tickets from that field, allowing you to reconcile the two. HARVEST > GRAIN REPORTS > Harvest Equipment Yield Comparison.

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We have several reports that break out inventory in different ways and focus on specific types of inventory. Each one can be useful for different purposes. All can be found at HARVEST > GRAIN REPORTS > Inventory. If you need to see an owner’s inventory, see Ownership reports.

Here’s a quick summary:

Bin Inventory Detail & Bin Inventory Detail By Date

Each of these reports focuses on a single bin showing all loads that were added to that bin and removed from it. All weights are adjusted for moisture/dockage. The normal Detail Report separates Additions and Subtractions into two sections, while the Detail by Date Report combines them and only sorts by date.

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Inventory Summary Report

Use this basic Inventory report to see your bin inventory at a glance. The Inventory Widget (see Dashboard, page) pulls from this report.

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Elevator Inventory Detail/Summary

These reports track what Conservis calls Customer Storage, or grain stored at a customer storage site that is still considered yours, until sold. Conservis will increase your Customer Storage Inventory as you add Delivery Receipts and keep it until you settle the load against a contract.

You can set up any of your delivery locations as a Customer Storage location by checking the Customer Storage checkbox in the location’s settings before any loads are delivered to it. At that point, all loads delivered to that location will be kept in your Customer Storage until they’re settled. Call your Customer Success Manager to get further details.

Just like the Bin Inventory Reports, Elevator Inventory Reports are either in Detail form, where you choose a single Delivery Location to focus on, or on a summary of all locations.

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Harvest Ownership is different from Land Ownership. In Conservis, Harvest Ownership is comparable to Crop Share (who owns the field’s grain), and can be set on the Field Setup page.

Most Ownership Reports are Yield and Inventory Reports with an additional ownership component. However, there are also some unique reports in this section. All reports can be generated for Entity or Owner. Many of the Tips on Utilizing Inputs Ownership can be useful when setting up owners and entities.

Summary Field Yield by Entity/Owner

Just like the normal Summary Field Yield, this report pulls weight and moisture data from the most accurate source available: presenting Grain Cart weights first, then replacing with Truck scale weights (if applicable) and finally Elevator weights. The key additions are around Entity Allocation based on Ownership %.

Unlike the Summary Field Yield, it only presents fields that have been marked as Complete.

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Inventory Reports by Entity/Owner

These four reports (Summary and Detail for both Entity and Owner) are essentially just like the non-Ownership variants under Inventory (Bin Inventory Summary and Bin Inventory Detail). When running the Detail Reports, you must choose an Individual Bin, Commodity, and Entity/Owner to look at. The Summary shows you all Bins, Commodities, and Entities/Owners.

The ownership of grain in the bins is a weighted average of the ownership percentages of all loads that enter the bin. Normally, these ownership percentages come from field settings; however, they can be overridden on individual tickets as well.

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Elevator Inventory reports by Entity/Owner

These four reports (Summary and Detail, by Entity and Owner) do the same thing as the Bin Inventory reports above and layer relevant Ownership info on top of our existing Elevator Inventory reports.

For more information on Elevator Inventory or how Customer Storage works, take a look at the Elevator Inventory Report section under Inventory Reports, pg. __, or give your Customer Success Manager a call.

Summary Entity Inventory by Field

This report provides an analysis of each entity’s fields, including how much grain was produced, what the entity’s allocation is, and where that grain went.

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Tip: If you deal with loads with split ownership and are trying to settle one owner’s grain before another, you may notice that the splits are a little off. Call your Customer Success Manager to talk through solutions for your situation.

The Customer Delivery Reports show the loads and totals brought to your delivery locations. These reports focus on your Delivery Receipts, showing where the loads came from and where they were delivered to. They also include Ownership filters to be able to see individual entities’ loads.

Note that these reports do not include Customer (i.e. who is paying for the grain), only the Delivery location. There are three reports:

All reports will ask you to enter the Weights Type and choosing Farm Weights will put the weight of the Field to Customer or Storage to Customer on the report. It ensures that all such destination tickets are included (whether or not they have a Delivery Receipt attached). Choosing Delivery Weights shows the weight from Delivery Receipts, and excludes any loads that don’t have a Delivery Receipt. (Harvest > Grain Reports > Customer Delivery)

Customer Detail & Individual Customer Detail

Provides a detailed view of all grain totals brought by entity to your customer delivery locations. Can be displayed by Delivery Weights (only showing Delivery Receipts and their weights) or Farm Weights (from including Field to Customers or Storage to Customers that may not have Delivery Receipts yet).

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Customer Summary

Provides a quick summary of all deliveries and grain totals that can be displayed by delivery weights or farm weights.

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Contract Delivery Reports are sorted by Customer, and essentially show the status of each Contract detailing how much has been delivered and what is left. Reports either come as Summary or Detail, and Estimated versus Actual (see the Estimated report to find out more about the difference).

Actual Contract Delivery Report - Detail

This Detail shows how each settled Delivery Receipt affects the status of the Contract. Each report can only filter by one Customer and one Crop Year at a time. HARVEST > GRAIN REPORTS > Contract Delivery.

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Actual Contract Delivery Report - Summary

This Summary provides a single line for each Delivery Month per Contract and many contracts may have multiple lines and are summed together.

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Estimated Contract Delivery Detail/Summary

When filling out a Field to Customer or Storage to Customer ticket, you have the option to enter the Customer paying for the grain and after filling that out, the expected contract that the grain would be applied to. This does not settle the grain, but lets the system know that it is expected.

These two reports take those numbers into account. If any Field to Customer or Storage to Customer tickets don’t have settled Delivery Receipts, but do have a contract specified on the ticket, they’ll be included in these reports.

These two reports are laid out the same as the first two, so we won’t include pictures here. If you have any questions, contact your Customer Success Manager.

The Settlement reports (Customer Summary and Customer Detail) what you’ve delivered to each Customer. The Summary provides one line per Contract for all Customers, while the Detail must be filtered by Customer and shows one line per settlement. HARVEST > GRAIN REPORTS > Settlement.

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Reconciliation reports allow you to do research when the numbers don’t seem to add up. Each report combines information from two or more tickets, showing the flow of transactions and helping identify any errors along the way.

It has a sign off feature at the bottom of the page, so it can also be printed off and used as a sign-off form to say that it was reconciled with the ability to capture an approval signature. Below are all of the different reconciliation reports that can be pulled by activity in Conservis and an example of a reconciliation report. HARVEST > GRAIN REPORTS > Reconciliation.

This key report combines a Contract Report with an Inventory Report, showing how much grain you have to make a new contract. It’s separated by Owner into sections, and then provides one line per commodity to show how much inventory isn’t promised to other contracts. HARVEST > GRAIN REPORTS > Uncontracted Inventory.

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Tip: If you deal with loads with split ownership, and tend to settle one owner’s grain before another, you may notice that one owner’s loads may be attributed to another owner. Call your Customer Success Manager to talk through solutions for your situation.

If a user writes a note on any ticket (whether on mobile or in the back office), it’ll show up here: HARVEST > GRAIN REPORTS > Ticket Notes.

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