• Create a portfolio for consolidated reports

    Before you can generate a consolidated report you need to create a portfolio.

    A portfolio allows you to include the farms you want to compare against each other in one place and you must have at least two farms in a portfolio in order to run consolidated reports.

    You can create multiple portfolios, which is useful when you want to compare smaller groups of similar farms against each other. For example, you may want to compare Dairy against Dairy; or Beef against Beef.

    1. Click on the Portfolios tab

    2. Click on Create a portfolio


    1. Choose a portfolio name

    2. Select the farms you wish to include

    3. Click the Save portfolio button at the bottom of the page


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