# Reports

### Report Templates List

To create report templates to download,  click the "Reports" menu item from the [Formulation Menu](/animal-diet-formulator/recipes/formulation.md#formulation-menu-section) Section.

<figure><img src="/files/zc3N24hZpYFKooY0KJyF" alt=""><figcaption></figcaption></figure>

After clicking the menu item, a pop-up will appear for managing the report templates.&#x20;

<figure><img src="/files/P2HlKhbSF6viIBJ3886N" alt=""><figcaption></figcaption></figure>

#### 1. New Button

From the report templates pop-up, create a new Report Template by clicking the New button

#### 2. Filter Button

Filter the list of report templates for each recipe using the "Filter Button".

### Filter the Report Templates

Utilize the filter feature to search for report templates. Click the filter button similar to the image below.

<figure><img src="/files/G6MQCThCpQB2hOqfod26" alt=""><figcaption></figcaption></figure>

The filter form allows modification of the default filter settings.

<figure><img src="/files/ALXJ1lbt6yAe4jx2H085" alt=""><figcaption></figcaption></figure>

The filter form contains the following fields.

1. Sorting
   * You can sort the items based on the selected field.
2. Sorting Direction
   * This will control the direction of the selected sort type in the "Sorting" field.
3. Reset
   * Clicking this button will reset all the changes made.
4. Set Filter
   * Clicking this button will apply the preferred filters.

### Creating Report Templates

Start creating a report template by clicking the **New** button at the top left corner of the pop-up.

<figure><img src="/files/1kgTcv6Uv6whRlRHSvEa" alt=""><figcaption></figcaption></figure>

When creating the report templates, provide the details specified in the form below.

<figure><img src="/files/WvXCY8HMz6AVkLgbH0Qo" alt=""><figcaption></figcaption></figure>

1. Logo&#x20;
   * Upload your logo that will be added when generating the report.
2. Watermark
   * Optional. Upload any image that you want to be inserted as a watermark for your reports.
3. Resize Type
   * Similar to the [Recipe Resizing](/animal-diet-formulator/recipes/recipe-resize.md), you can set a resizing for your report. Start by selecting the type.
4. Resize Value
   * Similar to the [Recipe Resizing](/animal-diet-formulator/recipes/recipe-resize.md), after selecting the resize type, provide the preferred resize value.
5. Color
   * Select the color to have it associated with your brand. Click [here](/animal-diet-formulator/utility/color-picker.md) on how to use the Color Picker.
6. Instructions
   * You can update the instructions provided when you [created the recipe](/animal-diet-formulator/recipes.md#creating-recipes). This will apply only to the report and will not override the instructions associated with the recipe.
7. Save Button
   * Click the save button to create the report template

### Updating Recipe Report Template

To update the recipe report template, go to the Recipe Reports Pop-Up. To go to the recipe reports list, follow the steps [here](#report-templates-list).

When you are on the recipe reports list, click the three horizontal dots icon (known as Item Menu). See the image below.

<figure><img src="/files/OvzmG8dwSDtp24gUMYxz" alt=""><figcaption></figcaption></figure>

After clicking the horizontal dots icon, click the update button to view the form.

<figure><img src="/files/4nvQvfECt53VHxmkwiy6" alt=""><figcaption></figcaption></figure>

The Recipe Report form will show pre-filled information based on the item to be updated. See the image below.

<figure><img src="/files/YHXKkgcbmiyAJ7kVArev" alt=""><figcaption></figcaption></figure>

After updating fields, click the save button at the bottom right part of the form.

### Deleting Recipe Report Template

To remove a recipe report template, go to the Recipe Reports List. To go to the list, follow the steps mentioned [here](#report-templates-list).

When on the recipe reports list, click the three horizontal dots icon (known as Item Menu) to show the options of action for the specific item. See the image below.

<figure><img src="/files/5hIF76CBKvB5EGwl2E63" alt=""><figcaption></figcaption></figure>

After clicking the horizontal dots icon, you can click the delete button to remove the recipe report template.

<figure><img src="/files/8ESTHJmoP5cbVLImZs9X" alt=""><figcaption></figcaption></figure>

After clicking the delete button, there will be a confirmation pop-up that will require your attention before we remove the recipe report template. See the image below.&#x20;

<figure><img src="/files/eZDGJdQUGaFwDXqTH2gS" alt=""><figcaption></figcaption></figure>

### Download the Recipe Report

To download the report to print and share, you need to be on the Recipe Reports Pop-Up. To go to the recipe reports list, follow the steps mentioned [here](#report-templates-list).

When on the recipe reports list, click the three horizontal dots icon (known as Item Menu). See the image below.

<figure><img src="/files/OvzmG8dwSDtp24gUMYxz" alt=""><figcaption></figcaption></figure>

After clicking the horizontal dots icon, click the "Download PDF" or "Download Excel"  button to download the file.

<figure><img src="/files/BDtiIAw0mOO66j2vUMNS" alt=""><figcaption></figcaption></figure>

{% hint style="warning" %}
For Web users, you might encounter that the download does not start and has been blocked by the browser. For this case, click the pop-up blocked icon (similar to the image below) at the right side of the URL bar and allow the download if the permission download prompt.&#x20;
{% endhint %}

<figure><img src="/files/u7MnKghDIAo613SoIKHY" alt=""><figcaption></figcaption></figure>


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