The Prep History Report displays the history of all the food that was prepped. This report can be helpful in food counts and inventory and is great for establishing trends of prep item production.
This report is tied to the classic prep feature.
Navigation
The My Reports search bar can be used to search R365's entire catalog of reports.
- Open the Reports app.
- Navigate to My Reports.
- Enter all or part of the report name in the search bar.
- The Results tab will open with the list of search results.
- From beneath the report name, click Run to run the report with the selected report view.
-OR-
Click Customize to adjust the report parameters and run the report.
Report Parameters
Field/Column | Description |
|---|---|
Filter By | A listing of all location categories. |
Filter | A listing of all locations from the selected location category. |
Start Date | The beginning date for the report. |
End Date | The end date for the report. |
Recipes | A listing of all recipes from the selected location(s). |
Detail Level | This option either shows or hides further details, including instructions and times, of each recipe. |
Key Items Only | This option has the report run for either only the key items flagged in inventory or for all items. |
Show Unapproved | This option either shows or hides unapproved inventory counts. |
Run Button | Runs the report. Users can also send, export, or print the report directly from this button by clicking the down arrow portion and selecting the desired action. |
Report Columns
Field/Column | Description |
|---|---|
Recipe Name | The name of the recipe prepped. This name is hyperlinked to drill into the recipe details. When expanded, the locations that prepped this recipe in the selected time frame will be listed. |
Batch Size | The batch's unit of measure. |
Batch Qty | The total amount of the batch being made for all locations prepping this recipe. When this row is expanded, batch quantities based on location will be listed. |
Avg Cost Per Batch | The average cost per batch. When expanded, the average cost details are laid out by location and are hyperlinked to their prep history detail, which shows the date prepped, the quantity, the batch cost, and the transaction number, allowing the user to drill into that recipe’s prep log. |
Email, Export, or Print the Report
This report can be emailed, exported, or printed in custom formatting directly from the reporting window. Click here to learn how to send, export, or print this report.
