- Summary of Production Reports
- Production Reports - Tutorial Video (5:21)
- Allowing Pop-Ups for your Production Reports
- Generating a Production Report
- FAQs
Summary of Production Reports
From Production > Production Reports in the left navigation sidebar, the following menu reports are available to generate.
- Kitchen Production Sheet - used on a daily basis to inform the production staff of the amounts to be produced. It offers flexibility in determining what information is included, including "Temperature Tracking" columns to record food temperatures.
- Service and Delivery Production Sheet - designed for serving staff in your dining areas. The report is structured by dining areas, listing the items to be served in each dining area.
- Recipes at Scale Report - generates each recipe scaled to the ingredient amounts needed for the total servings (i.e., a recipe is scaled to match your production requirements).
- Diet Census Details Report - generates a count of each diet order (i.e., diet type/texture type combinations) that need to be produced for. The diet order is determined by the diet orders assigned to people and any dining areas set up with a manual diet order census.
- Ingredient Preparation Sheet - generates a list of ingredients and their quantities that require pre-preparation on the day of service, such as cutting, dicing, etc.
- Ingredient Pull Sheet - generates the total amount to pull for ingredients with a pull value. A pull value is the number of days an ingredient is pulled from a freezer for thawing before being used in the recipe, or the days beforehand that an ingredient is first cooked before being served.
Production Reports - Tutorial Video (5:21)
Allowing Pop-Ups for your Production Reports
If you attempt to generate a report, and nothing happens, then that most likely means pop-ups are being blocked on your browser. You can allow pop-ups by clicking the "Pop-up blocked" icon in the browser address bar, as per screenshot below.
If prompted to allow pop-ups, select the "Always allow" option.
To prevent the browser in the first place from blocking pop-ups, you can set up the browser to allow pop-ups. Instructions to do so can be found in the following article: Allowing Pop-Ups on your Browser.
Generating a Production Report
To generate a production report:
- Ensure your browser is allowing pop-ups. See Allowing Pop-Ups on your Browser.
- Select the base settings for your production reports.
- Apply the specific report settings for each production report you want to generate.
- Click the Generate button at the top of the screen.
- You are presented with the message below stating that you can use other areas of the software while your report generates.
- 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.
- 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.
Note: The home page is accessed by clicking the logo at the top right of the screen.
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.
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: :
Hovering your cursor over icon explains why the diet order is invalid.
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.
FAQs
What do the following errors mean: "502 error", "504 error", and "unexpected error has occurred"?
When generating a report a timeout can occur with the system, resulting in the error. Therefore, a helpful workaround is to click the Yes, Send Report To My Dashboard And Notify Me When Ready button when generating the report.
The system will notify you when the report is ready, allowing you to download it, or dismiss the message and later retrieve the report from the Notifications and Alerts section (i.e., dashboard) on the home page.