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Preferences: Your subscription and report settings

Written by Cheryl Evans

The Preferences section, found under your avatar in the top-right corner of the screen, gives you a view of your subscription and lets you customise how your generated reports look.

To open Preferences:

  1. Click your avatar (your initials or profile picture) in the top-right corner of the screen.

  2. Select Preferences from the menu.

Preferences has two tabs: Subscription and Reports.

Viewing your subscription

The Subscription tab opens by default when you access Preferences. It is read-only — nothing here can be edited.

It shows two things:

Your account details

  • Farm Size — the farm size limit on your account

  • Number of Web Users — your allocation of web-based users (covering Admin, Account Admin, Standard, and Read Only roles)

  • Number of Mobile Only Users — your allocation of mobile-only users (shown as 0 if none have been set up)

Your subscription plan

All four TELUS Crop Management subscription tiers can be found side by side within the Preferences section, found under your avatar in the top-right corner of the screen. Your current plan is highlighted in dark purple.

Plan

What's included

Standard

Cropping Planner, Job Workflow & Recommendation Import, Nutrient Management & NVZ compliance, Data Permissioning, Mobile App, Basic Trading, **Coming Soon** Farm Map & RPA Boundary import

Advanced

Everything in Standard, plus Basic Stock Control, Plans and Jobs Workflow, Trading, and **Coming Soon** Farm Map & Auto Layers

Premium

Everything in Advanced, plus Full Stock Control, Trading, Pesticide Auditing, and **Coming Soon** Farm Map with custom User Layers

Agronomist

**Coming soon**

Customising your reports, logo and contact details

The Reports tab lets you add your business logo and a contact name to the header of your generated reports.

Click the Reports tab to get started. You'll see three areas: a logo upload zone on the left, a personnel contact search field below it, and a live preview panel on the right that shows exactly how your report header will look.

Adding your business logo

  1. In the Upload business logo area, either click to browse for a file or drag and drop an image directly onto the upload zone.

  2. Once uploaded, a preview of your logo appears in the upload area and in the preview panel on the right.

  3. To remove the logo, click the delete (bin) icon in the top-right corner of the logo preview.

Supported file types: JPG, PNG, GIF, WEBP, HEIC, HEIF, TIF, TIFF

Maximum file size: 25 MB

If you upload a file that isn't a supported type, or that exceeds the size limit, you'll see an error message and the file won't be uploaded.

What changes on your reports when a logo is added:

The "TELUS Crop Management" label moves from the report header to the footer, and your logo appears in the header instead. On Crop Requirements and Nutrient Management Audit reports, your logo sits alongside the AHDB logo in the header.

Selecting a contact for your reports

The Personnel field lets you choose a member of your team whose contact details will appear on your generated reports.

  1. Click the Personnel search field and start typing a name to find the person you want.

  2. Select the person from the results.

  3. Click the tick (✓) button in the bottom-right corner to save your selection.

Their name, email address, landline, and mobile number will appear in the report header alongside your logo.

💡Don't see the person you need? Click the + button next to the Personnel field to add a new personnel record. After saving, you'll be returned to the Reports tab and the new record will be available to select straight away.

To remove a contact from your reports, clear the Personnel field and save using the tick button.

Saving your preferences

  • Logo changes (upload and delete) are saved immediately — no need to click the tick button.

  • Personnel selection must be saved using the tick (✓) button in the bottom-right corner. The tick button is only active when your selection differs from what is currently saved.

Which reports show the logo and contact details?

Your logo and contact details appear in the header of all standard generated reports, including:

  • Worksheet (Plan and Job)

  • Job Completed Worksheet

  • Crop Gross Margins, Field Gross Margins, Variety Gross Margins

  • Field Summaries

  • Crop Growing Valuations

  • Stock Valuations

  • Product Audit

  • Nutrient Summary

  • Work Completed

  • Cropping Summary

  • Stock Taking Sheet

  • Recommendations

  • Field Audit

  • Business Migration Audit

  • Crop Requirements

  • Livestock Manure N Farm Limit

  • N-Max Audit

  • Slurry Storage Capacity

  • Nutrient Management Audit

  • Transaction Summary

The Trade Invoice report does not include the business logo or contact details.

Who can set report preferences?

Role

Can view Preferences

Can upload/change logo

Can select Personnel

Admin, Account Admin, Standard

✅ Yes

✅ Yes

✅ Yes

Read Only

✅ Yes

❌ No

❌ No

If you're viewing another business's account through a connection, you won't be able to change their report preferences. However, any reports you generate for that business will automatically use their saved logo and contact details.

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