Ag Leader SMS Basic and Advanced Manual - Manual (Page 83)

Data Analysis and Modification
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Financial Tracking
The software allows you to enter financial values to track your expenses and income to provide detailed information
such as total and average expenses for performing certain operations and profit/loss information. We call this type of
analysis Financial Tracking. Financial Tracking entries can be used to generate a Financial Tracking Report,
Profit/Loss datasets (ADVANCED Only), or calculated expense, income, and profit/loss attributes for your datasets.
In Basic, you can only create/edit Simple Expense/Income entries. These entries can be added to Products,
Operational Instances, or Datasets from the management tree. They can also be added via the Management Item
Editor for Products and Operational Instances. Simple Expense/Income entries are all based on Money PER type
entries so money/bag or money/gallon for example.
In Advanced, you can create/edit Simple and Calculated Expense/Income Entries. Calculated entries are different in
that they are often based on multiple values and aren't normally entered as money PER entries. Advanced users also
have access to the Financial Tracking Tree and also Profit/Loss Analysis that generates a single analysis result
dataset for all the expense/income entries for a single year.
Select one of the topics below on Financial Tracking:
Simple Expense/Income Entries
About the Financial Entries Tree (ADVANCED)
Select Expense/Income Type
Expense/Income Info (ADVANCED)
Expense/Income Entry (ADVANCED)
Profit/Loss Report Options
Analysis Wizard (ADVANCED)
How to enter Financial Tracking entries
How to generate a Financial Tracking report
How to generate a Profit/Loss dataset (ADVANCED).
Booklet Printing (ADVANCED)
This option is available to Advanced users only. It allows you to build up a booklet of results that normally you would
have to print or export manually for each type of output that you wanted to generate. Booklet Printing streamlines and
organizes this task and allows you to build a booklet template that can be run to automatically generate all your
desired results in one result booklet than can be printed or saved to HTML.
The Booklet Printing option is unique because it allows you to generate a complete solution that includes a title page,
table of contents, reports, charts, maps, and analysis results. Without this option all these results would require many
separate steps that would have to be manually configured and run individually which could be very time consuming
and lead to possible errors in terms of including the proper data between all the results you would manually be
generating. Booklets all help insure consistency in the results you are generating.
Select one of the following topics on Booklet Printing:
Booklet Type Selection
Booklet Item Selection