📘 Screen: Report
This is the screen where the system's reports are registered and organized, not where
they are run. Each row here is one of the reports that appear in the Reports menu:
CLI.01.03 - Controle Pluviométrico - Geral,
EST.01.09 - Dashboard Visão Geral Local x Estoque,
POS.06.01 - Armazenagem - Extrato. This is where the code the Help Center cites in its
articles comes from.
ÁREA.ASSUNTO.NN (area.subject.number); OPE.01.01 is Operations › Recommendation sheet › 1st report.
For a few weeks the old code stays at the end of the name, in parentheses
(“Ficha de recomendação (INDIVIDUAL) (003.B)”), and the Help Center shows it like this: “OPE.01.01 (formerly 003.B)”.
The full rule, with the areas and subjects, is in the
Reports Quick Guide.
It is a setup screen, usually changed together with the upCampo team. What the farm does often on it is something else: check a report's code, remove it from the menu, change the theme it appears under or request a new report to be installed.
To run a report (filters, output types and export to Excel), see the Reports Quick Guide.
📍 Location in the system
Menu: File > Report
🧩 Main function
Maintain the company's report catalog: the report file, where it appears in the menu, which filters it asks for before running and who can see it.
📝 Main fields
| Field | Description |
|---|---|
| Type (at the top) | Report, Power BI or Table. The default is Report; the other two are for a Power BI dashboard and for a query shown as a table. |
| Code | Required. It is the identifier that appears in the menu and in the
articles: CLI.01.03, OPE.04.03, EST.01.09. A new report
only saves with a code in the pattern ÁREA.ASSUNTO.NN: three letters for the area,
two digits for the subject and two for the position, like OPE.02.01, or, if it is customized
for one farm, ÁREA.ASSUNTO.Pnn, like OPE.02.P03. Otherwise, the web portal
warns “Code outside the pattern”. The code also cannot repeat one you already see in the menu. The
letters are converted to uppercase automatically. |
| Old code | Read-only. The code the report had before the
October 2026 reorganization (003.B, 15.07…). It helps you find the
report by the number the team was used to; a report created after that has the
field blank. It is temporary: it leaves the screen when the transition ends. |
| Description | Required. The name the user reads in the menu. |
| File name | Required. The report file
(.mrt) that will run. Upload it with the button next to it: the name is filled in
automatically and the system warns that you must save the record to confirm. If a
file with the same name already existed, it is kept as a copy before being
replaced. |
| Small file name | Version of the report for small screens, when there is one. |
| HTML file name | HTML version, when there is one. |
| Form | Screen the report is linked to. |
| Theme · Order | Theme is required. It is the report's area (Registrations, Crop, Weather, Scouting, Costs, Operations, Inventory, Fleet, Storage, Finance) and appears in the Theme column of Search report…. The Reports menu, however, groups by the three letters of the code; that is why the titles there are already Monitoring (Scouting theme) and Post-harvest (Storage theme). The order no longer decides the position in the menu: the code does. |
| Subject | The report's subject within the area: Recommendation sheet, Inventory balance, Rain. Choose one from the list (they are the ones that already exist) or type a new one. It is what appears in the Subject column of Search report…, and it should match the two middle digits of the code. |
| Format | List, Sheet, Report, Table or Dashboard: how the report is presented. It is only a classification, for people searching: it is not the same as the Type, at the top. The Type (Report, Power BI, Table) decides how the report opens; the Format changes nothing when running it. |
| Menu group | Subdivision within the reports menu. |
| Show in report menu | Uncheck to remove the report from the menu without deleting it. |
| Active | Turns the report off completely. |
| Summary | Free text explaining what the report shows. It is worth writing: it is what helps someone choosing between two similar ones. |
The list shows Code, Old code, Description, Theme, Subject, Format, Type, Company and Active, with search on each column.
How to choose the code for a new report
The New button no longer suggests a number: the code depends on the area and the subject, and only the person registering knows which they are. The way to do it:
- Area: the one for the menu where the report's source screen is (load ticket →
POS, work order →OPE). - Subject: one the area already has. A new subject only if none fits, and it goes at the end of the area.
- Number: the next free one in the subject. A report customized for one farm uses the next free
Pfor that farm. - Also fill in Subject and Format.
A report that already existed and still has an old code keeps saving normally; the rule applies to new ones.
🔘 Buttons
| Button | What it does |
|---|---|
| Show | Runs the report right away, to check the result without leaving the screen. |
| Clone | Creates a copy of the selected report, with its filters and queries. It is the way to start from a ready-made report and adjust what the farm wants differently, without touching the original. |
| Set as default company | Marks the report as the company default. |
Clone and Set as default company require the report to be saved already.
🗂 Filters and Queries tabs
These are the two tabs that make the report ask questions before running and fetch the data.
Filters is the list of questions that appear before running: season, period, field, technician. Each filter has a Name, Order, Type, whether it is Required, whether it Shows search, whether it accepts only one value, the Default value and the query that feeds the list of options.
Queries holds the queries the report runs, with Name, Order and Active.
Both tabs are technical territory: changing them without knowing the database structure breaks the report for everyone in the company. Ask the upCampo team and, if you want to experiment, do it in a Clone, never in the original.
👀 Who sees each report
Being registered here is not enough for a user to see the report: permission per person is on the Reports tab of the Users screen, where you check Allow report by report. And the report sent automatically by e-mail is chosen on the Automatic sending tab of Company/Crop Settings.
- The reports menu holds what the farm uses, grouped by subject
- Each report has a fixed code that tells the area and the subject: easy to ask for by phone or cite in a ticket
- Customizations live in copies, without breaking the original report
- The right report reaches whoever needs it, through the menu or by e-mail
❓ Frequently asked questions
Where do I see a report's code?
In the Code column of this screen: it is the same code that appears in the reports menu and in
Search report…, in the format CLI.01.03. It is the fastest way to
identify a report when asking for help. If you only remember the old number (006.A),
look in the Old code column or type it in Search report…, which finds
it by either one.
What is the difference between Format and Type?
The Type decides how the report opens: in the viewer (Report), in a grid with export to Excel (Table) or in a Power BI dashboard. The Format (List, Sheet, Report, Table or Dashboard) is only a label for people searching, and changes nothing when running it.
I want a report with my farm's logo and layout. Is that possible?
Yes. The logo comes from the Farm record; the layout is the report file. To change the layout without affecting the others, use Clone, adjust the copy and remove the original from the menu. Talk to the upCampo team: the file design is done in a dedicated tool.
How do I remove a report nobody uses from the menu?
Open the report and uncheck Show in report menu. It leaves the menu and stays registered, with its history intact: you can undo it whenever you want. If the goal is to hide the report only from some people, the place is the Reports tab of the Users screen.
A report stopped opening. What do I check here?
Click Show on this screen: if it does not open even from here, the problem is with the report, not with permissions. Check that the File name is filled in and that Active is checked. If everything is right, open a ticket with the report's code.