A quick way to access your most frequently used reports, is to mark them as favourites. Each User within a site can have their own set of favourite reports.
To set up your favourites, please follow these steps:
- Select Catering from the side nav.
- Click on Reports.
- Under Report Management, click on a category heading, e.g Dietary Information.
- You will now see a love heart icon to the right of each report in this category:
- Simply click on a heart that corresponds with a report you would like to make a favourite.
In the example below, you will see the Breakfast List report is now flagged as one the Favourite Reports, and a teal shortcut button appears directly under the Report management heading:
- Multiple reports can be selected as favourites, simply by following steps 1 to 5 above. These favourites will all be displayed under Report Management. Click on the teal shortcut button for any report to go directly to its details section.
- To remove a report as a favourite, either click on the relevant X in the shortcut, or click on the teal coloured heart that corresponds with the report name in the list:
- A success message pop up will indicate the report has been removed as a favourite:
