Production Record Status

Reports > Menu Planning > Production Record Status

The Production Record Status report returns the status of the selected production record(s).

Screenshot of the Production Record Status screen as described on this page.

  1. Name - enter a report name
    Default: Production Record Status

  2. Output - select output format (Html, Pdf (default))

  3. Template - select a report template

  4. Reset - click to reset to default options

  5. Production Records Status Not In - filter for production records that are NOT in Draft, Inventory Withdrawn, Planned, and/or Posted status

  6. Building - filter by production building(s)

  7. Serving Session - filter by serving session(s)

  8. Date - select production date range

  9. Paper Format - choose a paper format (CR80, Legal, Letter (default))

  10. Orientation - choose orientation (Landscape, Portrait (default))

  11. Include Header - check to include report header

  12. Include Footer - check to include report footer

  13. Include Filter - check to include selected filters

  14. Save as Template - click to save the selected filters and columns as a template
    Screenshot of the Edit Tempate modal as described on this page.

    1. Name - enter a template name

    2. Public - check to make the template available to other users

    3. Security Roles - select the security roles that can access a Public template

    4. Cancel - click to return to the previous screen without saving the template

    5. Save - click to save the template

  15. Reset - click to reset to defaults

  16. Request Report - click to request report
    Note: Report will appear in the bell icon when complete

Report Format

Screenshot of the Production Record Status Report Format as described on this page.

  1. Header - notice the District Logo, Report Title, and District Name

  2. Building - notice the production building

  3. Menu Plan - notice the menu plan name

  4. Date - notice the production record date

  5. Status - notice the production record status
    Blank - the production record has not been opened yet
    Draft - the production record has been opened but not yet planned
    Inventory Withdrawn - the production record has been posted and inventory has been deducted (districts with the Inventory module, only)
    Planned - the production record has been planned
    Posted - the production record has been posted

  6. Filters - notice the name(s) and value(s) of selected filters

  7. Footer - notice the date and time the report was requested, pages, and TITAN logo