Configuring Report Criteria in Business Intel – AgVend

Business Intel Report Criteria Fields by Data Set

Business Intel report criteria fields let you filter report data by date, location, salesperson, products, tags, and more. The filters available depend on the data set you select when creating the report.

Use this reference to identify which criteria fields are available for each Business Intel data set.

Important: If a filter does not appear while creating a report, it is not supported for the selected data set.

CRM+ Requirement: The Opportunity Type filter is only available for organizations with the CRM+ package. If your organization does not have CRM+, this filter will not appear, even for data sets that support it.

Common Criteria Fields

Most Business Intel data sets include a shared set of criteria fields. Not every data set includes every field — check the section for your specific data set to see which filters apply.

Date Range

Filters the report to a specific time period.

Today — Data from the current day only. Useful for real-time monitoring during busy periods like harvest.
Yesterday
Last 7 days
Last 14 days
Last 30 days
This month
Last month
Last 90 days
Current quarter
Last quarter
Current crop year
Last crop year
2 Crop years ago
Previous crop year to date
Current calendar year
Last calendar year
Custom— Manually enter a start and end date for any time period.

Note: Crop year dates are specific to your organization and are configured during platform onboarding.

Location

Filters the report by location using the locations imported from your ERP. By default, all locations are included.

Salespeople

Filters the report by salesperson using salespeople imported from your ERP. The available list updates based on the locations selected. By default, all salespeople are included.

Department

Filters the report by department. By default, all departments, including records without an assigned department, are included.

Manufacturer

Filters the report by manufacturer imported from your ERP.

Products

Filters reports by specific products or product families.

Choose one of the following options:

Product – Specific Package to filter by an individual SKU or package size.
Base Product – All Packages to include every package size or variation of the same product.

Then use the Included Products and Excluded Products selections (where available) to control which products are included in the report.

Note: The Products filter determines which products are included in the report. The Summarize Data by setting determines how the report groups those results.

Opportunity Type

Filters reports by Opportunity Type for organizations using CRM+. This filter is available only on supported data sets and will not appear if your organization does not have the CRM+ package.

Sales and Booking Data Sets

The Sales and Booking data sets report on product-level sales, prepay, and booking activity. Use the criteria fields below to filter results by time period, location, salesperson, and product.

Common use: Year-over-year sales comparisons by salesperson or product; reconciling invoices and bookings for a specific customer; pulling a full product purchase history that used to require hours of manual spreadsheet work.

Applies to: Sales, Sales & Prepay, Sales, Prepay & Bookings, Sales & Bookings, Prepay - Total, Prepay - Remaining, Bookings - Total, Bookings - Remaining, Prepay & Bookings - Total, Prepay & Bookings - Remaining

Available filters: Date Range, Location, Salespeople, Department, Manufacturer, Categories, Products (Included & Excluded), Tags, Opportunity Type, Custom Profile

Searches Data Set

The Searches data set reports on Client search activity. Use the criteria fields below to filter results by time period or Client tag.

Common use: Understanding what products Clients are searching for in the Customer Portal; identifying product interest or demand signals before a sale is made.

Available filters: Date Range, Tags

Quotes Data Sets

The Quotes data sets report on quoted products and quote volume. Use the criteria fields below to filter results. Note that both Quotes data sets count only quotes that have been approved by a salesperson and admin (if required) — quote requests submitted by Clients are not included.

Common use: Tracking how many quotes a salesperson or location is generating; seeing which products are being quoted most often; comparing quote volume across locations or time periods.

Quotes - Quoted Products Available filters: Date Range, Location, Salespeople, Manufacturer, Categories, Products (Included & Excluded), Tags, Opportunity Type, Custom Profile

Quotes - Number of Quotes Available filters: Date Range, Location, Salespeople, Tags, Opportunity Type, Custom Profile

Plans Data Sets

The Plans data sets report on planned products and plan volume across shared and all plans. Use the criteria fields below to filter results.

Common use: Seeing what products Clients have planned for the season; comparing planned product volume across salespeople or locations; tracking plan adoption over time.

Shared Plans - Planned Products and All Plans - Planned Products Available filters: Date Range, Location, Salespeople, Department, Manufacturer, Categories, Products (Included & Excluded), Tags, Opportunity Type, Custom Profile

Shared Plans - Number of Plans and All Plans - Number of Plans Available filters: Date Range, Location, Salespeople, Tags, Opportunity Type, Custom Profile

Grain Data Sets

The Grain data sets report on grain contracts, deliveries, and bushels. Available filters vary by data set type.

Common use: Tracking bushels delivered or contracted by commodity, location, or salesperson; comparing harvest progress year over year ("are we ahead or behind on bushels from this time last year?"); monitoring how many contracts have been signed digitally vs. not yet signed.

Grain Bushels - Contracted Available filters: Date Type (Contract Date, Delivery End Date, or Signature Date), Date Range, Location, Salespeople, Contract Type, Commodities, Tags, Opportunity Type, Custom Profile, Account / Client

Note: The Date Type filter is unique to Grain data sets. Select whether to filter by Contract Date, Delivery End Date, or Signature Date before setting the Date Range. The Account / Client filter lets you select a specific account or Client to see all contracts associated with them — use the radio switcher to choose between filtering by Account or by Client name.

Grain Bushels - Remaining to Deliver and Grain Contracts - Number Signed Available filters: Date Type (Contract Date, Delivery End Date, or Signature Date), Date Range, Location, Salespeople, Contract Type, Commodities, Tags, Opportunity Type, Custom Profile

Grain Bushels - Delivered Available filters: Date Range, Location, Commodities, Tags, Opportunity Type, Custom Profile, Direction, Application Type, Account / Client

Direction and Application Type are filters unique to the Grain Bushels - Delivered data set. Direction filters by the flow of grain — select Inbound to see grain coming into the elevator, or Outbound to see grain leaving.

Application Type filters delivered bushels by how the grain was settled. Options are pulled from your ERP and may include:

Storage — grain put into storage
Contract — applied to a priced grain contract
Spot — sold on the spot market
DP — Deferred Payment; grain is priced but payment is held
Basis — applied to a basis contract
Unapplied — not yet assigned to any contract or storage

If no Application Type is selected, the report includes all types in the total.

Grain Contracts - Number Unsigned Available filters: Date Type (Contract Date or Delivery End Date), Date Range, Location, Salespeople, Contract Type, Commodities, Tags, Opportunity Type, Custom Profile

Note: Unlike other Grain data sets, Grain Contracts - Number Unsigned does not include Signature Date as a Date Type option.

Energy Data Sets

The Energy data sets report on energy contracts and deliveries. Available filters vary between the Energy Contracts and Energy Deliveries data sets.

Common use: Tracking energy cross-sell progress by filtering to a list of target Clients; monitoring fuel gallons delivered throughout the year; comparing contract volume by payment type or contract status.

Energy Contracts - Number Signed, Energy Contracts - Number Unsigned, Energy Contracts - Total, Energy Contracts - Remaining Available filters: Date Range, Location, Salespeople, Contract Types, Payment Types, Contract Status, Products, Tags, Opportunity Type, Custom Profile

Note: Contract Types, Payment Types, and Contract Status are specific to Energy Contracts data sets and do not appear in Energy Deliveries.

Energy Deliveries - Total Available filters: Date Range, Location, Salespeople, Products, Tags, Opportunity Type, Custom Profile

Note: The Products filter in all Energy data sets uses the Product - Specific Package / Base Product - All Packages switcher with a single Products dropdown — not separate Included Products and Excluded Products dropdowns as in Sales, Quotes, and Plans data sets.

Messaging Data Sets

The Messaging data sets report on Client message volume sent by salespeople. Use the criteria fields below to filter by time period, salesperson, or Client tag.

Common use: Seeing how actively salespeople are using texting and inbox messaging to communicate with Clients; comparing messaging volume across the team.

Applies to: Client Text Messages - Number Sent, Client Inbox Messages - Number Sent

Available filters: Date Range, Salespeople, Tags

Custom Profile Data Set

The Custom Profile data set reports on numeric custom data fields configured in the Admin section. This data set is only available to organizations with the CRM package enabled.

Common use: Reporting on custom numeric data your organization tracks — for example, filtering sales activity to Clients who have a specific custom field value above a threshold, like acreage, herd size, or storage capacity.

Available filters: Custom Profile, Custom Data Field, Location, Salespeople, Tags, Opportunity Type

Note: Custom Profile cannot be combined with a product-level summarize by dimension in the Summarize Data by settings.

Crops & Acres Data Set

The Crops & Acres data set reports on crop and acreage data associated with Client accounts. Use the criteria fields below to filter results. This data set is only available to organizations with the CRM package enabled.

Common use: Identifying sales opportunities by crop type and acreage; filtering to Clients who farm above a certain acreage threshold to prioritize outreach; comparing crop mix across locations or salespeople.

Available filters: Crops, Minimum Acres, Location, Salespeople, Tags, Opportunity Type

Note: Minimum Acres is a text input field — enter a number to filter results to Client accounts with at least that many acres on record.

Notes Created Data Set

The Notes Created data set reports on notes logged in the Platform. Use the criteria fields below to filter results.

Common use: Tracking CRM note activity across the team; seeing which salespeople are logging notes consistently and which aren't; filtering by note label to find specific types of interactions.

Available filters: Date Range, Location, Created By, Note Labels, Tags, Opportunity Type, Custom Profile

Note Labels are the labels available when creating a note — these are not configured separately in the Admin section. Location may show as unknown for notes created by Internal Users who have no location assigned.

Client Activity Data Set

The Client Activity data set reports on how Clients are engaging with the Customer Portal — including page views, actions taken, and activity by Portal section. Use the criteria fields below to filter results.

Common use: Showing which Clients are actively using the Portal and which aren't; driving strategic conversations in business reviews about digital adoption and engagement gaps.

Available filters: Date Range, Portal Sections, Metric, Assigned Location, Assigned Salespeople, Tags, Opportunity Type

Note: Portal Sections filters activity by specific areas of the Customer Portal. Metric controls which type of activity the report includes — select Views to see page views only, Actions to see Client actions only, or Views and Actions to include both.

User Activity Data Set

The User Activity data set reports on how Internal Users are engaging with the Platform — including page views, actions taken, and activity by Portal section. Use the criteria fields below to filter results.

Common use: Tracking which salespeople are actively using the Platform; identifying adoption gaps across the internal team; comparing usage across locations.

Available filters: Date Range, Portal Sections, Metric, Assigned Location, Salespeople, Tags, Opportunity Type

Note: User Activity uses the same Portal Sections and Metric filters as Client Activity. Unlike Client Activity, the Salespeople filter is not labeled "Assigned Salespeople."

If you have any questions related to this article or anything else, please reach out to our Partner Experience Team at help@agvend.com or at 512-812-9399.