A report or [[company/evidence|evidence]] pack is a single PDF that bundles everything you need to demonstrate compliance for a scheme - the agreement details, the actions or options, the linked [[company/evidence|evidence]] and the parcel breakdown. Use it for inspections, year-end reviews and audit submissions.
Where reports live
Per scheme - inside an agreement detail page (SFI, CS, AECS, [[company/wildfarmed|Wildfarmed]], NVZ, etc.) under the Reports tab
Per farm - under the farm's Schemes page on the My Reports tab
Generating a pack
Open the agreement and switch to the Reports tab
Click Generate (or Generate [[company/evidence|Evidence]] Pack from a scheme card)
Choose what to include - actions or options, [[company/evidence|evidence]], parcel maps, audit trail extracts
Wait for the pack to build; you'll see status updates while it does
What's in a pack
A cover page with the agreement reference and date range
A parcel map showing the assigned land
A list of every action or option with progress and [[company/evidence|evidence]] count
Embedded [[company/evidence|evidence]] (photos and certificates) or links to vault files
An appendix with relevant audit-trail entries
Organisation report format
Organisation owners can configure a standardised report format from Settings > Report Format. This applies to every report generated across the organisation, so CS and SFI compliance packs come out consistent regardless of who clicks Generate.
Sharing and publishing to documents
Once a pack is built it appears in the report list, which separates packs into Successful and Failed tabs so you can quickly find what needs retrying. Click any row to download the PDF. Older packs are kept so you have an archive of what you submitted in each previous round.
To share a completed report with a farmer, click Share with farmer from the row action menu. This copies the PDF into the farm's document library and opens the standard share dialog so you can send the farmer a direct link. Once published, the report also appears in the farm's Documents area for future reference.
Tips
Generate a pack at the end of every scheme year and archive it - inspectors often ask for previous years
Tidy up [[company/evidence|evidence]] (rename files, link them to the right action) before generating - it makes the pack much easier to read
For a quick preview, use the per-scheme Reports tab; for a portfolio summary, run packs across several schemes from the farm-level Reports tab