How to Use the Food Steps Report

The Food Steps Report report gives you insight into the completion and passing rates of food steps, providing more accurate reporting when manual completion rates are low.

1. To access the Food Steps Report, select the REPORTS tab then click on FOOD STEPS REPORT. This will open a new page on your screen.
   
   
   
   
2. In the upper left corner, you can filter by hierarchy by selecting or searching for a specific site or location.
   
   
   
   
3. Click on the FILTERS icon to display filters such as FOOD ITEM, STEP TYPE, and DATE.
   
   
   
   
4. Within each filter, you can refine your search by selecting an individual item or choose the ALL or NONE selections in the filters by selecting all items available or deselecting all items. Select APPLY to implement the change.
   
   
   
   
5. To revert the filters to the default view, select the grey FILTERS button in the upper left corner then select FILTERS (DEFAULT). A modal window will appear to confirm you wish to continue with the change.
   
   
6. The PASSING RATE BY STEP TYPE table pulls data from the food steps associated with your account. In this example, there are three food steps: COOLING, COOKING, and RECEIVING.
   
   Each line on the graph is color-coded and corresponds with the food step on the right. Hovering over one of the food items will display only that line on the graph. 
   
   
   
   
7. The MANUAL ENTRY RATE BY STEP TYPE table pulls data from the food steps associated with your account that were entered by hand. As with the Passing Rate table, the food steps are color-coded, and hovering over a food step displays only the associated line on the graph.
   
   The MANUAL ENTRY RATE table on the right displays the location and its manual entry percentage. The Location can be sorted alphabetically while the Manual Entry can be sorted numerically. 
   
   
   
   
8. The COMPLETION RATE BY STEP TYPE table pulls data from the food steps associated with your account. Ideally, all steps will show a completion rate of 100%.
   
   
   
   
9. The LOCATION & FOOD STEP SUMMARY provides a detailed record of the tables above. This summary can be sorted based on your business needs. 
   
   
   
   
10. Similarly, the FOOD STEPS DETAILS can be sorted by Account or Organization Level. 
    
    
    
    
11. To download the Food Steps Report, click on the EXPORT BUTTON in the upper right corner of the screen then choose the FORMAT for the report.
    
    
    
    
12. The report should download within a few seconds and will save to your DOWNLOADS FOLDER on your device.