Ag Leader SMS Basic and Advanced Manual - Manual (Page 109)

How to ...
1. First, make sure that you have added some Financial Tracking entries so that you will actually get results
when you run the report.
2. If you have entries, go to the Analysis Menu and select Financial Tracking Report.
3. The Profit/Loss Report Options dialog should now appear. You need to select a resolution of detail for the
report that will be generated. Four filter levels are provided:

Year - Displays your profit/loss data grouped by Year and no other management items.

Grower - Displays your profit/loss data by Year and grouped by Grower and no other management
items.

Farm - Displays your profit/loss data by Year/Grower and grouped by Farm and no other
management items.

Field - Displays your profit/loss data by Year/ Grower/Farm and grouped by Field and no other
management items.
Now select a Data Source for the total amounts used in the report from the following available options:

Monitor Summary - Uses only summary totals from the monitor only, and doesn't use any spatial
data. This is the default selection and should provide the best indicator of profit/loss totals.

Spatial Records - Uses only spatial data for generating summary totals. This report will match
Profit/Loss analysis results the closest, but may not indicate actual profit/loss as closely since its
totals are based on spatial data only.

Manual Entries - Uses manual total values that have been entered for each dataset. Most useful
when you know exact totals that you want used, which the monitor or spatial sources do not
match.
Once you have selected your filter level and data source, you can now also select to Show Individual
Shares in Report. This option will break down your expense/income entries and the profit/loss values per
share that has been defined. This is the only location in the software where this share information is
calculated and totaled. Once you have made all your selections click the NEXT> button.
4. You will now see the Select Data Filters dialog which will allow you to select the data you want included in
your report, such as ALL fields, a few select fields, or a single field for example. Once you have selected
your dataset filters, click the NEXT> button.
5. The Edit Data Filter Results dialog will now be displayed and provides a tree view of all the datasets that met
your filter selections on the previous dialog. You can remove any datasets that are listed that you do not
want to be included in the generation of your Financial Tracking Report. Click the FINISH button once you
are satisfied with the datasets that will be used for the report.
6. An Analysis Report document will now be displayed in the main window. In some situations an Analysis
Chart will also be generated. You can now edit the analysis report/chart display options, such as logos,
column names, the attributes to display on the report, etc. by clicking your right mouse button on the
report/chart and selecting Edit Report/Chart Options or under the EDIT menu and OPTIONS.
7. Once you are satisfied with the Analysis Report/Chart you can select to print the document or Save to
Image. You can also save to a workspace to see the results when you open the workspace again.
How to create a 3D Plot. (ADVANCED)
Follow these steps to create a 3D Plot:
1. Select a dataset from the management tree, either at the Operational Instance level to select all the datasets
below it or select an individual load/region dataset.
2. Now go to the File Menu, select New, and then 3D Plot or from the main toolbar click the New 3D Plot
button.
3. A 3D Plot Document should now be created that displays your plot, legend, and 3D Plot toolbar.
4. You can now change various display options for the plot such as the legend, colors used, the display type
(either bar or surface plot), etc. You are also provided with tools to rotate, zoom, and pan the plot.
5. You can also either print the 3D Plot and its legend by going to the File Menu and selecting Print or by clicking
the right mouse button while the cursor is over the plot and selecting Print. In addition, you can save the 3D
plot and legend to an image file by going to the File Menu and selecting Save to Image or by clicking the right
mouse button over the plot and selecting Save to Image.
NOTE: 3D plots can also be added to print layouts for the dataset that is currently displayed in the layout.
How to create a boundary.
Follow these steps to manually create a boundary dataset:
1. Create a new map or add a layer to a map that you intend to create a boundary for.
2. From the File Menu, select New then Boundary Layer or click the New Boundary icon on the Map Toolbar.
103