Custom Analysis Reports

A custom analysis report allows you to tailor a report to display specific analytical data for lots, vessels, or vineyard blocks. You can set and save your reports - including selected filters - to review and reference at any time. As new analysis data is entered into InnoVint, custom analysis reports will reflect the most up-to-date information to aid in critical decision making and provide an overall view of the status of your wines and vineyard blocks.

TABLE OF CONTENTS

Introduction to custom analysis reports

To access custom analysis reports in your account, go to Reporting in the left navigation bar. Scroll to the bottom to find 3 report options: Lot CompositeIndividual Vessel, and Vineyard Blocks.

custom_analysis_reports

Under each report type, you will find a list of saved custom reports. These reports are saved to the account and can be accessed and edited by all winery members (ie Admins, Team Members, and Read Only capabilities).

Lot Composite

This report displays one lot - juice/wine and/or fruit lots - per line. InnoVint includes the lot code, lot name, and current fill per lot, and any selected analyses. Only analyses recorded as a lot composite will populate this report.

Individual Vessel

This reports displays once vessel per line, and includes the vessel code, lot code, lot name, and current fill along with any selected analyses. Only analyses recorded on individual vessels will populate this report.

Vineyard Blocks

This report displays one vineyard block per line. InnoVint includes the vineyard, block name, and varietal, as well as any selected analyses. Only analyses recorded on the block* will populate this report.
*Block analysis is only available if Advanced Vineyard Tracking is activated in the account. Contact InnoVint Client Success at support@innovint.us to enable this feature.

How to create a new custom analysis report

  1. Go to Reporting in the left navigation bar
  2. Scroll to the bottom of the Reports Explorer to find Custom Analysis Reports for Lot Composite, Individual Vessel, and Vineyard Blocks.
  3. Click on Create Report at the far right of the report type header.
  4. Set your filters in the filters dropdown and click Update Report to view your new report.
  5. Click on Save as new report in the top right of the report page. In the pop-up, enter a report name then click Save Report.
    savereport
  6. All done! Your new report will now populate in the Report Explorer to revisit at any time.

Using custom analysis reports

  • Click on the report name (top left corner) to switch to a different saved reportsavedreports
  • The total at the top right of the report counts the number of items - lots, vessels, or vineyard blocks - currently displayed in the report.
  • Click on show dates to display the recorded date of analysis values. Click again to hide.
  • To save updates to the current report, click on save report.
  • To save updates to a new report with a new name, click on save as new report.
  • Click on delete report to remove the saved report from the account.
  • Custom analysis reports can be exported to a csv file by clicking on export.
  • Click on an item (lot code, vessel code, or vineyard) to open the item details page.

Sort

Click on the column header to sort items by code or name. Analysis columns can be sorted by value or analysis date. If viewing 2 or more of the recent analyses, the sorting only applies to the most recent recorded data.

sort

Search and Filters

The filters dropdown allows you to select and adjust the current filter selections. Click on update report in the bottom corner of the dropdown to refresh the report and view your changes. 

Note: This does not save changes to the report - ie if you navigate away from the page, the updates will not be saved. To save changes, make sure to click on save report or save as new report in the top right corner of the report.

Lot Composite

lot_composite_filters

  • Lot code search - text search by lot code or lot name
  • Filters
    • Lot filters
      These filters apply to the juice/wine or fruit lot - 
      • Stage - select one or more
      • Vintage - select one or more, includes lots with any component of the selected vintage
      • Tags - select one or more
      • Archived - defaults to hide archived, select to show or show only archived lots
      • Fruit lots - defaults to hide fruit lots, select to include or show only fruit lots
    • Analysis Filters
      These filters apply to the analyses to display in the report -
      • Stage - select one or more
      • Vintage - select one or more, includes lots with any component of the selected vintage

Individual Vessels

individual_vessel_filter

  • Vessel code search - text search by vessel code
  • Filters
    • Lot Filters
      These filters apply to the juice/wine lot - 
      • Lot code - select one lot
      • Stage - select one or more
      • Tags - select one or more
    • Vessel Filters
      These filters apply to the vessels-
      • Vessel Types - select one or more
      • Tags - select one or more
    • Analysis Filters
      These filters apply to the analyses to display in the report -
      • Analysis - select one or more, the order that the analyses are entered will remain consistent in the report
      • Readings - select to display 1, 2, or 3 of the most recent recorded values

Vineyard Blocks

Screen Shot 2021-04-30 at 12.07.23 PM

  • Block name search - text search by vineyard or block name
  • Filters
    • Vineyard & Block Filters
      These filters apply to the vineyard and block (ie the report will display all blocks for the vineyard if the tag applies to the vineyard, and the report will also display individual blocks with the same tag)- 
      • Tags - select one or more
      • Archived - defaults to hide archived, select to show or show only archived lots
    • Analysis Filters
      These filters apply to the analyses to display in the report -
      • Vintage - select one or more vintage that the analysis has been applied to
      • Analysis - select one or more, the order that the analyses are entered will remain consistent in the report
      • Readings - select to display 1, 2, or 3 of the most recent recorded values