Reports

Generate Downloadable Reports to print and share in PDF or Excel Format.

Report Templates List

To create report templates to download, click the "Reports" menu item from the Formulation Menu Section.

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

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.

The filter form allows modification of the default filter settings.

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.

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

1. Logo

   • 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, you can set a resizing for your report. Start by selecting the type.

4. Resize Value

   • Similar to the Recipe Resizing, after selecting the resize type, provide the preferred resize value.

5. Color

   • Select the color to have it associated with your brand. Click here on how to use the Color Picker.

6. Instructions

   • You can update the instructions provided when you created the recipe. 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.

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

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

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

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.

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.

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

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.

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.

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

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

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.