Create reports for Professional resources

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You can generate reports for Professional resources, including foods, recipes, meal plans, food records, clients, and 24-hour recalls.

Reports support custom branding, configurable content, and reusable templates, making it easy to produce documentation that meets your business and client requirements. 

Report customisations are managed in Workspace Settings → Reports, where you can:

  • Apply company branding, including logos and colours
  • Choose which sections and fields are included
  • Create and save custom report templates

To create and save a report

  1. Open the resource
    Open the food, recipe, meal plan, food record, client, or 24-hour recall you want to generate a report for.
  2. Click the ellipsis (…) menu
    Click the ellipsis (…) menu in the top-right corner, then select Generate report.
  3. Select the report type
    Choose from the available options listed below.
  4. Click Generate report
    In the Report dialogue, choose your preferred output format:
  • Download Word Document (.docx)
  • Download PDF

Report types

Foods
Report sectionsStandardCustom
Food details

✅

Optional

Tags

✅

Optional

ID 1

✅

Optional

ID 2

✅

Optional

Description

✅

Optional

Notes

✅

Optional

Nutrition analysis

✅

Optional

Fat ratios graph

✅

Optional

Energy ratios graph

✅

Optional

Image

✅

Optional


Recipes
Report sectionsStandardRecipe cardCustom
Recipe details

✅

-

Optional

Tags

✅

-

Optional

ID 1

✅

-

Optional

ID 2

✅

-

Optional

Description

✅

-

Optional

Notes

✅

-

Optional

Ingredients and method

✅

✅

Optional

Nutrition analysis

✅

-

Optional

Nutrition information summary

✅

✅

Optional

Fat ratios graph

✅

-

Optional

Energy ratios graph

✅

-

Optional

Nutrient breakdown

✅

-

Optional

Image

✅

✅

Optional


Meal Plans
Report sectionsStandardCustom
Meal plan details

✅

Optional

Tags

✅

Optional

ID 1

✅

Optional

ID 2

✅

Optional

Description

✅

Optional

Notes

✅

Optional

Food intake

✅

Optional

Nutrition analysis

✅

Optional

Fat ratios graph

✅

Optional

Energy ratios graph

✅

Optional

Nutrient breakdown

✅

Optional

Image

✅

Optional


Food Records
Report sectionsStandardCustom
Food record details

✅

Optional

Tags

✅

Optional

ID 1

✅

Optional

ID 2

✅

Optional

Description

✅

Optional

Notes

✅

Optional

Food intake

✅

Optional

Nutrition analysis

✅

Optional

Fat ratios graph

✅

Optional

Energy ratios graph

✅

Optional

Nutrient breakdown

✅

Optional

Image

✅

Optional


24-Hour Recalls
Report sectionsStandardCustom
Recall details

✅

Optional

Tags

✅

Optional

ID 1

✅

Optional

ID 2

✅

Optional

Description

✅

Optional

Notes

✅

Optional

Food intake

✅

Optional

Nutrition analysis

✅

Optional

Fat ratios graph

✅

Optional

Energy ratios graph

✅

Optional

Nutrient breakdown

✅

Optional

Image

✅

Optional


Clients
Report sectionsStandardCustom
Client profile & energy requirements

✅

Optional

Client notes

✅

Optional

Weight graph

✅

Optional

NRV table

✅

Optional

EAR graph

✅

Optional

RDI graph

✅

Optional

UL graph

✅

Optional

AI graph

✅

Optional

SDT min graph

✅

Optional

SDT max graph

✅

Optional

Xyris food groups graph

✅

Optional

Minimum goals graph

✅

Optional

Maximum goals graph

✅

Optional

Fat ratios graph

✅

Optional

Energy ratios graph

✅

Optional

In addition to Standard and Custom, clients also support a Client linked resource report. This generates a Standard report for a specific resource linked to the client (such as a food record, meal plan, or 24-hour recall).


To create a custom report template

You can create a custom resource report, as defined in your Workspace settings. Your custom report allows you to set your own choice of report settings.

You can also set report styling at the workspace level, so all your reports reflect the same styling.

  1. Open Workspace settings.
  2. Select the Reports tab.
  3. Select the resource type — choose between food, recipe, meal plan, food record, client, or 24-hour recall.
  4. Select the report sections — select the sections you wish to include in your custom reports for the selected resource type.
  5. Apply the workspace report styling — apply your brand colour and choose to display your organisation logo (as set in Organisation settings), the date, and page numbers.

Your custom report will be saved automatically. To use this report type, select Custom when generating the report on the resource.


Note for mobile and tablet users

If you're using Foodworks on a tablet or mobile device, report generation may not work correctly due to operating system differences.

We recommend generating and printing reports from a laptop or desktop computer for the best results.

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Comments

8 comments
Date Votes
  • I can’t seem to print from my iPad. Nowhere on the document is there an icon to click to print it. 

    Any suggestions would be great. 

     

    Thank you. 

    0
  • Hi Nathan, 

    Thanks for getting in touch with us. 

    I have created a support ticket to follow you up on this enquiry, would you be able to respond there. 

    Thanks! 
    Shian
    Foodworks.online Support Team

    0
  • I've tried to print my recipe but i can only see a pdf and open icon. I've also kept clicking the open icon but still I cannot open the print page. I might be thinking there could be an error in my system.

    Thank you.

    0
  • Hi Sachi, 

    Thanks for your comment. 

    When you open the Print report modal, you can select to print by clicking the printer icon, circled below in blue. 

    This will open up a print dialogue where you can choose to either print to PDF or your connected printer. 

    I have created a support ticket to liaise with you further. Would you like to continue this discussion in the support ticket. 

    Kindly,
    Shian
    Foodworks.online Support Team

    0
  • I dont have a print option either for iPad . So frustrating!!

    0
  • Hi Victoria, 

    Thanks for your comment. 

    When using Foodworks.online on your iPad the operating system can appear different to a desktop or laptop computer. We recommend using Foodworks.online on a computer for this reason. 

    Are you able to see an ellipsis menu to select Share from? 

    Kindly,
    Shian
    Foodworks.online Support Team

    0
  • Hi! The print option doesn't want to work for me either. I'm on a laptop and nothing shows up when I click open.

    0
  • Hi Breanna,

    Thanks for getting in touch with us. 

    I have created a support ticket to follow you up on this enquiry, would you be able to respond there. 

    Thanks! 
    Courtney
    Foodworks.online Support Team

    0

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