HerdPlan Help

Data Sheets

  • Data sheets are found in the Navigation menu under 'My Farm'.

  • Data sheets let you record important information about your herds and flocks over time.

Data Sheets Overview

Workflow

Yes

No

Open data sheets

Overview Page

New Sheet needed?

Create New Sheet

Add Details

Edit Sheet

Add Data

Save Sheet

Adding a new Data Sheet

  1. Click 'New Data Sheet'

    Adding a new Data Sheet
  2. Add a title, and select the herd or flocks you wish to record data for.

  3. Fill out data you want to record.

    Blank data sheet
  4. Click 'Save' when done.

Editing a Data Sheet

  1. Click the 'Edit' button for the data sheet of interest

    Data sheet list
  2. Fill out data you want to record.

    Blank data sheet
  3. Click 'Save' when done.

Viewing and exporting Data Sheets

  1. From the context menu, you can select 'Summary'

    Context
  2. This will show a single-page summary of recorded data.

    Data Sheet summary
  3. You can use the printer icon in the corner to generate a PDF copy which can be emailed or printed.

Archiving Data Sheets

  1. As Data Sheets are often linked to specific time periods, you might want to archive old ones to avoid having lots of old sheets.

  2. From the context menu select 'Archive' to hide unwanted sheets.

    Context
  3. They aren't deleted, and can be seen by selecting the 'Show Archived' toggle on the Data Sheet list.

  4. Archiving can be reversed, just select 'Restore' from the context menu.

    Archived contexct menu
Last modified: 12 August 2025