Run Product Control Tracking Reports in the Portal
Portal Administrators and managers with portal access can customize and export product control reports in the portal.
Use reports to see prepped and wasted menu items based on filters set.
Steps:
1. Login to www.datecodegenie.com using the recommended browser, see What Internet Browser Should I Use to Access My DateCodeGenie® Portal?
2. Click on the Product Control tab on the side bar.
3. Adjust the filters on the top of the page to set up the Product Control Tracking report as needed.
4. Click the Select Columns button and check which columns to display in the report. Click Select.
TIPS & TRICKS
Use the formulas from the table below to help decide which columns to display.
5. Click Save Report if these filters will be used often. Enter the New Report Name and click Save. From now on, this report can be recreated by selecting it from the dropdown under Select Report.
6. Click Export to generate the report.
7. Click the downloaded file in the bottom left-corner of the browser to open the CSV file.
8. The report will open in a CSV file with the columns selected in step 4. Click the Enable Editing button in the yellow ribbon to allow editing the report.
