Create reports for Professional resources (V2 Beta)

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

The new reports provide improved formatting, more information, and the ability to customise and brand your reports to suit your company or project needs.

Customisations are managed in your Workspace settings → Reports. These allow you to:

  • Apply company branding (e.g., colours, logos)
  • Decide which sections and fields are included
  • Save custom report templates for your team or projects

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 V2 Beta.
  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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