📊 Quick Guide - Reports (generate, filter and export)

Every report in upCampo works the same way: you choose the report, the system asks for the filters, you click Generate report! and the result opens on screen — ready to print, save as PDF or send to Excel.

This guide explains that path once, so it applies to every report: crop, inventory, fleet, storage and financial ones.

📍 Where the reports are

• The Reports menu, the last one on the bar. The first item is Search report…; below it comes the full list, with code and name (EST.01.01 - Local X Estoque (Saldo atual)), grouped by area — each group headed by the area's name.
• The Reports tab on the Home Screen: the same reports in accordions by theme, with a Search field — the fastest route when you remember part of the name but not the theme.
• Inside the screen itself: several screens have a Reports ▼ button with the reports for that subject — such as Accounts Payable/Receivable and the load tickets.

The list varies from person to person: each report is enabled per user. If a coworker has a report you can't see, it's a permission issue — whoever manages the company's users can fix it.

🔢 How the report code is built

Since October 4, 2026, a report's code in upCampo tells you where it lives. It has three parts separated by dots — AREA.SUBJECT.NUMBER:

• Area — three letters, in the order they appear in the Reports menu.
• Subject — two digits: what the report is about. Sheet, list and dashboard for the same subject sit side by side. Each area's subjects are ordered by what is used most day to day.
• Number — two digits: the position within the subject. The most used comes first; export tables and dashboards come last.

Two names in the Reports menu differ from the screen menus, on purpose: Monitoring gathers the pest monitoring reports — scouting, traps and observations, which in the web portal live under the Crop menu — and Post-Harvest gathers load tickets, bales, collection and contracts — what you enter under the Storage menu. Invoices (NF-e list, correction letter) sit under Inventory, because that's where the web portal has the invoice screens.

Custom report: the P in the code

A report built specifically for one farm has a P in place of the number: OPE.01.P12 is a Recommendation sheet report made only for your company. P numbering belongs to your company — another farm may have a different OPE.01.P12, and each one only sees its own. The reports cited in the Help Center are always the standard ones, without P.

What about the old code?

For a few weeks, the old code stays at the end of the name, in parentheses: Ficha de recomendação (INDIVIDUAL) (003.B). The Help Center cites it the same way — OPE.01.01 (formerly 003.B). If you're used to the old number, you can type it in Search report…, which finds reports by either one. After that period, the old number is removed from the name.

🔎 Search report…

It's the first item of the Reports menu, and the quickest way to find a report when you don't remember which area it's in.

1. Click Reports and then Search report….
2. A window opens with a search field and the list of all reports enabled for you, with the columns Code, Report, Theme and Subject.
3. Type in the field: the list filters with each letter. Code, name, theme or subject all work — and so does the old code. No accents needed and in any order: chuva detalhado finds Controle Pluviométrico - Detalhado, and 003.B finds the Recommendation sheet.
4. Click the report's row to open it. Only the click opens it — typing or pressing Enter does nothing.

Each column also has its own search field in the header, like other lists in the web portal. In the Theme column, for now, Monitoring reports show as Scouting and Post-Harvest ones as Storage — the same grouping under its old name.

At the end of the menu there are also Other, with reports that haven't received the new code yet, and Files.

🎚️ The filters

When you open a report, the Filters window appears, with the code and name in the title and the notice "Fill in the filters and click 'Generate Report'". Filters change from report to report — location, product, field, period, season, scout —, but filling them in is always one of these:

In the Select window, each column has its own search field — you can type part of the field name or the sector to find it faster. The None/cancel button clears the choice and closes the window. In filters that accept a single value, clicking the row closes the window and fills in the field.

With the filters ready, click Generate report!.

🧰 The generated report's bar

At the top of the screen, next to the report's code and name:

• Reload — runs it again with the same filters. Useful to see the result after entering something else.
• Filters — reopens the filter window so you can change the period, location, field. It's the button for "run it again, but with a different cut", without going back to the menu.
• ✕ — closes the report.

📄 The three output types

What changes from one report to another is how the result is presented. There are three.

1. Report — the visual format

It's the default, and the one most people use: a laid-out sheet, with header, farm logo, groupings and totals, split into pages. Above it is the viewer bar, with Print, Open, Save, page navigation, zoom and search.

Save offers Adobe PDF, Microsoft Word, Microsoft Excel, PowerPoint, HTML, Text, OpenDocument Writer and Calc, Image, Data and Report Snapshot. To file it or send it to someone, PDF; to work with the numbers, Excel — with the caution in the block below.

2. Table — for exporting

Instead of the laid-out sheet, the result opens as a grid on the screen itself, with one tab per query and search in each column. At the top is the Export to Excel button, which downloads exactly what is in the grid.

It's the format for people who want the data, not the sheet: checking balance by lot, cross-referencing with another spreadsheet, sending to the accountant. Some reports exist in both versions — they sit under the same subject, with the table at the end, such as EST.01.01 (formerly 012) - Local X Estoque (Saldo atual) and EST.01.08 (formerly 012.T) - Local X Estoque (Saldo atual) - Tabela.

3. Dashboard — for keeping track

Panels with charts and indicators instead of rows, such as LAV.02.01 (formerly 020) - Dashboard Plantio or EST.01.09 (formerly 012.A) - Dashboard Visão Geral Local x Estoque. They open the same way and are for looking at the big picture — a quick read of the situation, not line-by-line detail. When the dashboard is a Power BI one, it opens in another browser tab.

💡 Missing a filter? It can be created

Filters aren't fixed: each one is a record inside the report. upCampo can add a new filter, change an existing one, rename it, make it required or optional and adjust the list of options it offers.

So if your day-to-day work is missing a cut — filtering by sector, by product class, by scout, by a period on a different date —, ask upCampo. It isn't development: it's an adjustment to the report's setup, and it then applies to everyone who uses that report. The opposite works too: a filter nobody uses that just gets in the way can be removed.

The fastest route is support, via the WhatsApp behind the Request help button on the Help tab of the Home Screen. When you ask, help get it solved the first time: give the report code, which field you want to filter and an example of what you need to see.

🛠️ Who registers and organizes the reports

The catalog — code, name, theme, filters and file of each report — is in File > Report, a setup screen usually handled together with the upCampo team. That's where a report is taken off the menu, the theme it appears under is changed, or a new report is requested.

❓ Frequently asked questions