Creating Reports in Scratchpad

Modified on 2013/04/19 14:54 by Josh — Categorized as: Uncategorized

The Scratchpad is very useful for creating any report you wish - from scratch - to match your specific criteria.
Once you have made a new report you can save it under Herd Management or in Favourites where it will automatically update daily and be easy to refer back to at any time. (Scratchpad is quite similar to "Herd Management by Cows" in the previous version of MilkHub.)

Decide what information you want to see.

1. Go to Herd Management -> Scratchpad. There will already be 3 or 4 columns displayed including MilkHub ID, Electronic ID, Birth ID and maybe Visual ID like this:

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2. Click Add or Remove Columns on the right side of the screen and select the cow information you are interested in from the Add or Remove Columns box. If you click on the small gold arrows more options will drop down for you to select. If there is a column you do not want to see, click it and it will deselect.
3. Click Apply.


Narrow down your search - applying a filter

1. Click +Add Criteria. This will show a new box.
2. Under Which Column? select the column to filter on.
3. Select an operator i.e. equals, less than, or between.
4. Enter the value(s) you want to use.
5. Click Add.
6. Repeat the process if you would like to add another filter.


Please note: When you next go into Scratchpad all the columns and filters you put in place this time will still be there. Just remove what you don't want for your next report.


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Save your report for future reference

1. You can now save the report to refer back to at anytime and to work from.
2. Click the Save User Report button on the right side of the screen.
3. Click Save New and give the report a name you will recognise and a description. If you are making changes to an existing report but not changing the name and description click Overwrite.
4. Click Save.
5. You'll now find the report in Herd Management -> More reports -> Custom Reports (click the dropdown arrow to see more)


Save as a Favourite (if preferred)

1. Go to Herd Management -> More reports -> Custom Reports (click the dropdown arrow to see more).
2. Click on the star of the report you want.
3. The report will immediately be available under Favourites where it will automatically update daily.


Create an Action (i.e. do something!)

1. Click the tick boxes on the left to select the cows you want. You can also click the box in the gold bar to select all.
2. Click on Actions (the small down arrow on the left of the gold bar) to choose what you want to do with those cows.

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For example:




N.B. Remember to save your report to refer to later.