Generating Combined Scouting Reports and Recommendations

Within FarmQA a user can link scouting reports and recommendations so they can be viewed in the same report. There is an auto link feature within settings that will automatically link reports if they are submitted within a certain time frame of each other. Users maintain the functionality to manually link and unlink reports if they choose to do so. Once these steps have been completed, a user can export the combined scouting report and recommendation and send it off to the intended recipient. Follow the step-by-step process below to learn how to create combined scouting reports and recommendations. 

Auto Linking Reports

Manually linking/unlinking reports

Generating a combined report from the web app

Generating a combined report from the mobile app

Auto Linking Reports

• Log in to your FarmQA account from the web app.
• Click on Settings button, then navigate to the Organization tab.
  Select the Enterprise in which you would like to have scouting reports and recommendations linked.  
• Scroll down to the Advice header, then toggle on the option to Automatically link scouting reports and recommendations (pictured below).
• Choose the time window within which scouting reports and recommendations will automatically be linked. The default time period is 3 days.
  
  • Note: you can also choose to toggle off this feature and use the manual links.

Manually linking/unlinking reports

If a report and a recommendation are not within the set time window but you still want them to be linked, you have the option to link them manually. In addition, you can unlink a scouting report and a recommendation if you don't want them linked. 

NOTE: you can only manually link and unlink scouting reports and recommendations from the FarmQA web app. 

Linking/unlinking from the recommendation

• Log in to your FarmQA account from the web app if you aren't already. 
• Click on the Advice icon, then navigate to the Recommendations tab. 
• Search for and select your desired recommendation.
• Find the Liked scouting reports section on the right-hand side of the screen (pictured below). 
• Take one of the following actions: 
  1. Unlink the existing scouting report or recommendation by clicking the Unlink icon. The icon is located to the right of the blue linked report name. 
  2. Add links to other reports. Do this by clicking the Add link button and locating the report in the list view that appears (pictured below).

Linking/unlinking from the scouting report

• Log in to your FarmQA account from the web app if you aren't already.
• Click on the Scouting icon, then search for your desired scouting report in the Reports tab. 
• Find the Liked recommendations section on the right-hand side of the screen. 
• Take one of the following actions: 
  1. Unlink the existing scouting report or recommendation by clicking the Unlink icon. The icon is located to the right of the blue linked report name. 
  2. Add links to other reports. Do this by clicking the Add link button and locating the report in the list view that appears (pictured below).

Generating a combined report from the web app

• Log into your FarmQA account from the web app if you aren't already.
• Click on the Scouting icon, then search for and select the submitted scouting report that you want to export. 
• From the web app, after you've clicked on the Export button, click the Down arrow next to PDF to find the Related recommedation(s) option.
• Select whether you want your recommendation to be written first or last in your exported report.
  • You can also choose to omit the recommendations if you just want a scouting report only PDF.
• Click the Export or Share button to export your PDF report. 

Generating a combined report from the mobile app

• Log into your FarmQA mobile app if you aren't already. 
• Click on the Scouting icon, then select the submitted scouting report you want to export. 
• Click on Related recommendation(s) to access your options for generating your report.
• Select whether you want the recommendation to appear first or second on the scouting report.
  • You can also select to omit the recommendation if you desire.
• Click the Share... or Open PDF button at the bottom of the menu to export your PDF (pictured below). 

Please contact FarmQA Support with any further questions