How do I combine several visits into one report?

A combined report gathers several visits at one place into one document, for example a season summary for a farm.

On the web

1. Open the place, for example the farm.
2. Select its Reports tab and open Combined reports.
3. Select Select reports and tick the visit reports to include.
4. Select Create farm report (your team’s word for the place appears here) and then Generate report.
5. When it is ready, download it as PDF or Word.

When to use one

• A season summary for a grower, with every visit to their farm in one file.
• A record for a lender or landowner that covers several inspections.
• A hand-off when a farm moves to a new advisor.

Each visit report inside keeps its own content. Read the combined document before you share it.

Good to know

• Statuses are Generating…, Draft, Signed and Failed. If one fails, create it again.

• Combined reports show Generating… while they are made, then Draft. You get an email when one is ready.

• You need edit access to the place to create one.

• Combined reports are downloaded and shared as files. They are not signed or sent from PropelMapper like visit reports.

• Use Cancel selection to start over.