• Summary groups

    It's important to understand that the information pulled into these sections is grouped by summary group rather than mirroring your code list.

    Summary groups are attached to each category code such as your stock codes - Dairy, Sheep, Beef etc which are identified by a stock truck 0_1479081391371_upload-fba163e1-3c4f-47b0-9d70-65c3d9fe4ed6 , and electricity which is identified by a lightbulb 0_1479081453312_upload-e2508c54-a16f-4e9f-b94d-adc492ec7eaa .

    If you have customised your code list, make sure the correct summary group has been allocated to each category.

    Why are summary groups important?

    If the wrong summary group has been set against a category code it can completely throw out the measures in your report, and cause a few headaches.

    Scenario: Phil reviews his EFS report and notices that his Gross Farm Revenue is out by negative $2.5 million which can be traced to an entry for capital development.


    His code list appears to be correct - the category he created, Capital Development, is located in the correct area with Tax, Principal etc. However, the summary group has been set to Supplementary Business 0_1479153623410_upload-4663690b-7590-44dc-856f-828602668d4c which appears as revenue in the EFS report.

    To fix this, Phil edits the category code Capital Development and changes the summary group to Development Expenses which moves the $2.5 million amount down the report to sit below the EFS.


    Want to know more? Check out Setting up and organising codes.

  • Comments