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Filter and print a HACCP report by section

The filtering feature allows you to generate and print a HACCP report that includes only selected sections, to produce clean, inspection-ready reports without unnecessary data.

  1. Log in to the SmartSense web app and navigate to the dashboard.

  2. In the upper-left corner, select a location.

  3. Scroll down until you find the scheduled checklist summary, then click view results.

    dashboard-scheduled-checklist-summary-view-results.png

  4. At the top of the report page, use the date picker to select the reporting period (the reporting period cannot exceed 30 days).

    smartsense-date-picker.png

  5. Next, locate report sections and click the dropdown to review the following checkboxes:

    - Top-level sections (e.g., summary, checklists)
    - Subsections (e.g., cool down, reheat) nested under top-level sections

    report-sections-filters.png


    You can select a parent section to automatically include all subsections or deselect a parent section to automatically remove all subsections.

  6. Once you are done making your selections, click the generate button.

    generate-button.png

  7. Click outside the dropdown to close it and apply your selection.

  8. Click generate. Within a few seconds, your report will generate.

  9. Next, click the print button.

  10. A modal window will open. Confirm your print settings and proceed with printing or downloading the report.

    print-modal-window.png


    To make adjustments to the report, click the report sections dropdown, modify your selections, and click generate to update the report. Your selections remain active unless you navigate to a new page or refresh the page.

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