Navigating and Filtering the Prep Report

The prep report has powerful search, filter, sort, and grouping features. Use them to focus on specific tasks like preparing pureed meals or serving specific dining rooms.

These features work in both Meals view and Orders view. Any filters you apply will update what you see in both views.

Note: Before using these features, make sure you understand the two views. See Getting Started with the Prep Report for an introduction.

Change Date or Meal Service

By default, the prep report shows today's orders for the current meal service based on time of day. You can change what you're viewing.

To view a different date:

1. Select the date picker at the top.
   
2. Choose the date you want to view.
   

To view a different meal service:

1. Select the meal service dropdown.
   
2. Choose the service (Breakfast, Lunch, Dinner, etc.).
   

Tip: You can look back at previous days to see what was served, or look ahead if you're preparing meals in advance.

Search by Name or Room Number

Quickly find a specific resident's order.

1. In the search box at the top, type the resident's name or room number.
   
2. The list filters to show only matching results.
   
3. Select the X to clear the search.
   

The search works on resident names (including preferred names), room numbers, and wing/unit names.

Sort Orders

Change how the list is ordered.

1. Select the Sort dropdown.
   
2. Choose your sorting option:
   • Dining location - Groups by dining room, then by room number (default)
   • Resident name - Orders alphabetically by resident first name

The same sort applies to both Meals view and Orders view.

Tip: Use name sorting when you need to quickly find a resident alphabetically. Use dining location sorting when delivering meals room by room.

Group Orders

Group residents by a category like table seating.

1. Select the Group by dropdown.
   
2. Choose a grouping option (configured by your facility).
   

The list now shows residents organised into groups. This is useful for serving residents by table or unit.

Note: Grouping options are configured for your facility. If you don't see any options, grouping is not enabled.

Filter Orders

Filters help you focus on specific types of orders. For example, view only pureed meals or only residents in a specific dining room.

1. Select the Filters button at the top.
   
2. Choose one or more filter options:
   • Dining locations - Show only specific dining rooms or in-room orders
   • Meals - Show only specific menu items
   • Food texture - Show only specific IDDSI texture levels
   • Drink thickness - Show only specific drink thickness levels
   • Allergies - Show only residents with specific allergies
   • Medical conditions - Show only residents with specific conditions
   • Diets - Show only residents with specific dietary requirements
   • Tags - Show only residents with custom facility tags

3. Select Apply or tap outside the filter panel to close it.
   

Note: The filter panel only shows options that apply to your facility. For example, you'll only see allergies that at least one resident has, or dining locations that have orders for this meal service. This keeps the list focused and relevant.

Active filters appear as tags below the filters button. You can remove individual filters by selecting the X on each tag, or select Clear filters to remove all filters at once.

Common Filter Examples

Preparing pureed meals:

1. Open filters.
   
2. Select Food texture > Pureed.
   
3. View results.
   

Now you see only meals that need to be pureed. Both Meals view and Orders view will show only these orders.

Serving a specific dining room:

1. Open filters.
   
2. Select Dining locations > choose the dining room.
   
3. View results.
   

Now you see only residents dining in that location.

Preparing high protein meals:

1. Open filters.
   
2. Select Tags > HPHE (or your facility's tag for high protein).
   
3. View results.
   

Expand and Collapse All

In both views, you can expand rows to see more details.

To expand or collapse everything at once:

• Select Expand all to open all rows.
• Select Collapse all to close all rows.
  

This is useful when you want to see all details quickly or hide everything to focus on the summary.

In Meals view, expanding shows all residents who ordered each meal. In Orders view, expanding shows all items each resident ordered.

How Filters Affect Counts and Printing

When you apply filters:

• The order counts at the top update to show filtered numbers
• Both Meals view and Orders view show only filtered results
• Docket printing will print only filtered orders

This makes it easy to print dockets for only specific groups, like residents in one dining room.

Tip: Apply filters before printing dockets to print only what you need. See Printing Dockets for details.

Tips

• Filters and sorting work together. For example, you can filter by dining location and sort by name.
• The search box works alongside filters. Use both to narrow results further.

Related Articles

• Getting Started with the Prep Report - Overview of the prep report and two views
  
• Meals View - Use filters while preparing meals by menu item
  
• Orders View - Use filters while plating and delivering orders
  
• Printing Dockets - How filters affect docket printing
  

• Related Articles

• Residents Report

  The Resident Report lists all residents with their dietary profile information in a single table. Use it to review dietary needs across the facility, or to filter residents by specific requirements. To open the Residents Report, select Insights from ...

• Orders Report

  The Orders Report shows what residents are ordering, where they are dining, and any custom orders placed over a selected date range. Use it to spot trends in meal preferences and monitor dining patterns across your facility. To open the Orders ...

• Getting Started

  The prep report is where kitchen and care staff view all meal orders in one place. Use it to prepare meals and deliver food to residents. What is the Prep Report? The prep report shows all orders collected from residents for a specific meal service ...

• Printing Dockets

  Print order dockets to place on meal trays when delivering food to residents. Each docket shows what the resident ordered, portion sizes, and any special instructions. Before You Begin Your facility needs thermal printers configured You should ...

• Meals View

  Meals view shows orders grouped by menu item. Use this view when preparing food in the kitchen to see how many portions of each meal you need to cook. Before You Begin Make sure you understand how to navigate and filter the prep report. See ...