Once you have generated a report, there are several options available to you to modify the appearance of the report, view it in different ways, and print or export it.
You can sort by any column you choose by clicking on the arrows above the column you wish to sort by. The double-arrows will change to a single arrow to indicate that the column is selected. Sorting will initially be by ascending alpha-numeric order. Click the arrow a second time to reverse the order.
You can sort another column within the previous sort order by holding down the Shift key while clicking the arrows over another column.
Some reports show data that can be expanded using plus/minus arrows on the data tree. Click the minus sign to collapse the branch and show it in summary form. Click the plus sign to expand a branch and view the detailed data.
Some reports have drill-down capabilities for specific items. For Example the Menu Items report allows you to click on a description to open Prep Items report for that item.
You can identify items with drill-down capabilities by rolling the mouse over them. When you mouse-over an item with drill-down capabilities, the cursor will change from a pointer to a hand.
To return to the main report from a drill-down report, click the back button on the toolbar.
Compeat provide the capability to export the data in your reports to various other formats. In most cases, the formatting of the report will be retained in the exported file.
To export your the data from your report, click on the icon in the toolbar and select the format you wish to export to from the drop-down list.
To print s report to the default printer, click the icon.