# Reports

### Report Templates List

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

<figure><img src="https://805823882-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhG0lTGiTkuSbi8Obg8K2%2Fuploads%2FJ1SP6hBTJyfGlSVkNtIw%2Fimage.png?alt=media&#x26;token=6fdd9668-dce4-4b07-974e-fb8e1e4b5315" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://805823882-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhG0lTGiTkuSbi8Obg8K2%2Fuploads%2F5rbZzvugGtK4i98OQqd4%2Fimage.png?alt=media&#x26;token=c0eec825-8ed9-4a0e-ae94-e1ca15ede367" 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="https://805823882-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhG0lTGiTkuSbi8Obg8K2%2Fuploads%2FVn8lDhJiNgYaeObJk5S9%2Fimage.png?alt=media&#x26;token=464dacaa-dfb4-4f3f-ae2b-b8682ec6daa3" alt=""><figcaption></figcaption></figure>

The filter form allows modification of the default filter settings.

<figure><img src="https://805823882-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhG0lTGiTkuSbi8Obg8K2%2Fuploads%2FYF8tr75QjMhqqZDYNwpD%2Fimage.png?alt=media&#x26;token=ba791019-bccc-43c2-bafe-e8d6d6a0637e" 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="https://805823882-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhG0lTGiTkuSbi8Obg8K2%2Fuploads%2F1Nd78tMBK0d5qfUkYlfl%2Fimage.png?alt=media&#x26;token=7fecdecc-b9e8-4329-a62b-a60d402017d2" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://805823882-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhG0lTGiTkuSbi8Obg8K2%2Fuploads%2FCSRph139Tjkwf5uxySVi%2Fimage.png?alt=media&#x26;token=f961d8ca-9602-4ffd-b013-a2e89f4a0459" 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](https://docs.animaldietformulator.com/animal-diet-formulator/recipes/recipe-resize), you can set a resizing for your report. Start by selecting the type.
4. Resize Value
   * Similar to the [Recipe Resizing](https://docs.animaldietformulator.com/animal-diet-formulator/recipes/recipe-resize), after selecting the resize type, provide the preferred resize value.
5. Color
   * Select the color to have it associated with your brand. Click [here](https://docs.animaldietformulator.com/animal-diet-formulator/utility/color-picker) on how to use the Color Picker.
6. Instructions
   * You can update the instructions provided when you [created the recipe](https://docs.animaldietformulator.com/animal-diet-formulator/recipes/..#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="https://805823882-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhG0lTGiTkuSbi8Obg8K2%2Fuploads%2FLt2xQHqHqdNAKqUcqqYq%2Fimage.png?alt=media&#x26;token=03b7026c-23f7-4eed-8cae-34d868c08869" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://805823882-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhG0lTGiTkuSbi8Obg8K2%2Fuploads%2Fdnsv03wm2XQ3jJletJ2r%2Fimage.png?alt=media&#x26;token=e1b2ba02-34d5-4600-9975-c3100d837840" 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="https://805823882-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhG0lTGiTkuSbi8Obg8K2%2Fuploads%2FIUR916f7Kl3ckWA5BCtp%2Fimage.png?alt=media&#x26;token=8886057a-546a-46af-b299-32909cc1a9c6" 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="https://805823882-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhG0lTGiTkuSbi8Obg8K2%2Fuploads%2FwcOOphxFD9fZPsxiqdEL%2Fimage.png?alt=media&#x26;token=4440c6ba-6665-42bc-9545-5a2ea91212ef" 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="https://805823882-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhG0lTGiTkuSbi8Obg8K2%2Fuploads%2Fye4E3Pvwwt02Ejv1b3Dw%2Fimage.png?alt=media&#x26;token=9ddc8cac-b250-4723-bf26-c32641c737bb" 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="https://805823882-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhG0lTGiTkuSbi8Obg8K2%2Fuploads%2FCVJBQDBmoxtQ787FojyU%2Fimage.png?alt=media&#x26;token=51ef258d-59f0-448e-ae72-17b487208e23" 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="https://805823882-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhG0lTGiTkuSbi8Obg8K2%2Fuploads%2FLt2xQHqHqdNAKqUcqqYq%2Fimage.png?alt=media&#x26;token=03b7026c-23f7-4eed-8cae-34d868c08869" 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="https://805823882-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhG0lTGiTkuSbi8Obg8K2%2Fuploads%2FbNyNj4WkoNB3LUetDMAs%2Fimage.png?alt=media&#x26;token=e16bcdd3-4029-4bc9-86a1-98c3afa9efce" 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="https://805823882-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhG0lTGiTkuSbi8Obg8K2%2Fuploads%2FDZyuE13gQTzZYIEHtdSZ%2Fimage.png?alt=media&#x26;token=a027d964-3da3-495c-bb32-a404bbecae43" alt=""><figcaption></figcaption></figure>
