How to set up consolidated reporting with Focus Professional

Consolidated reporting is one of many features available with Focus Professional, which can be purchased through a Farm Focus Workspace. You will need to purchase Focus Professional through your workspace before you can use consolidated reporting.

Allow approximately one hour to complete the setup, depending on how many farms you need to map.

Important: Your workspace must be validated by our team before you can proceed. If you complete the setup in the evening or over the weekend, you will need to wait until the next business day for validation before continuing.

Step 1: Create your workspace

A workspace brings your farms together in one place. You can create a workspace code list and map each farm's codes to it, ensuring your consolidated reports present information in a consistent and meaningful way.

1. Log in to Farm Focus.

2. In the top-left corner, click the dropdown beside your farm name and select Start new.

3. Select Create workspace from the blue tile in the bottom-right corner.

Step 2: Select the correct workspace type

Choose the workspace type that best matches your role.

Accountants, consultants and bankers

• Select the workspace type appropriate to your profession.

• Complete the setup process for your firm's workspace.

Multi-farm operators

• There is not yet a dedicated workspace type for multi-farm operators.

• Select Consultancy as the workspace type for now.

• Set Workspace visibility to Private to ensure your workspace is not searchable by other users.

• A dedicated workspace type for multi-farm operators will be introduced in the future.

Step 3: Purchase Focus Professional and wait for workspace verification

Once you have created your workspace:

1. Purchase Focus Professional through your workspace to access consolidated reporting and the other features included in the package.

2. Wait for our team to review and validate your workspace.

3. Once your workspace has been verified, you can continue with the setup.

You cannot proceed until your workspace has been validated.

Step 4: Request access to farms

Once your workspace has been verified:

1. Request access to each farm you want to include in your consolidated report. You will need the email address of the farm's sub-admin.

2. The farm must accept your workspace request before you can map its codes to your workspace code list.

Step 5: Create a workspace code list

1. In the left-hand navigation menu, select Code lists.

2. Create a workspace code list that suits the farms you want to report on.

You can return to edit your workspace code list at any time.

Your workspace code list determines:

• The structure of your consolidated reports.

• The codes that appear in your reports.

Step 6: Map farms to the workspace code list

Once you have created your workspace code list, map each farm to it.

1. Select a farm and begin mapping its codes to your workspace code list.

2. You can select multiple farm codes at once and map them to an individual workspace code. This allows you to group codes according to the level of detail you want in your reports.

3. Review your mappings to ensure the reports compare like with like across all farms.

Important notes:

• Farm codes with an exact match for both category and code will be mapped automatically to your workspace code list.

• You will need to manually map any remaining unmapped codes.

You can run a consolidated report with some codes left unmapped. However, the report may be less meaningful or complete until all relevant codes have been mapped.