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Generating a Production Report

Kevin U
  • Updated

Generating a Production Report

To generate a production report:

  1. Ensure your browser is allowing pop-ups. See Allowing Pop-Ups on your Browser.

  2. Select the base settings for your production reports.

  3. Apply the specific report settings for each production report you want to generate.

  4. Click the Generate button at the top of the screen.

    generate_button.png
  5. You are presented with the message below stating that you can use other areas of the software while your report generates. 

    generate_report.png

  6. If you don't click the Yes, Send Report To My Dashboard And Notify Me When Ready button, then the report will open in a separate browser tab after it generates.  

    separate_browser_tab_report_production.png

  7. If you do click the Yes, Send Report To My Dashboard And Notify Me When Ready button, the system will notify you when the report is ready (first screenshot below), allowing you to download it now, or dismiss the message and later retrieve the report from the Notifications and Alerts section (i.e., dashboard) on the home page (second screenshot below).

    Note that the dashboard notification only appears to the user who generated the report and expires after 24 hours. Also note that if you are required to log out of the system, or if your browser session ends, the reports will continue to generate and be available from the home page for 24 hours.

    report_notification.png

    notification_alerts.png

    Note: The home page is accessed by clicking the logo at the top right of the screen.  

    home_page.png

  8. In addition, at the top left of the Reports screen, a Pending Reports section is available to indicate that reports are either compiling or are ready to retrieve via the home page. 

    pending_reports_prod.png

Invalid Diet Order Message when Generating Report

If one or more persons selected to be in the report have an invalid diet order, then a message appears indicating such when generating the report.

reports_invalid_diet_order.png

You can view which persons have an invalid diet order by opening the People Listing screen (People > People Listing). A person with an invalid diet order has the following icon in the Alerts column: invalid_diet_order.png: 

invalid_symbol.png

Hovering your cursor over icon explains why the diet order is invalid. 

invalid_reason.png

You can open the person's profile and change their diet order as needed. 

For more on what causes an invalid diet order, see the following article: Invalid Diet Orders.