Mobile Form Reports

Create mini form reports straight from the mobile app. Form reports allow you to view information filled out over several forms or repeated sections, and make convenient bulk changes, saving you time.

In this article:

• Creating a form report
• Viewing a form report
• Deleting a form report
• Making bulk changes

Form reports are a convenient new feature in SafeFoodPro. These can be used in situations such as where a user has a form that needs to be updated several times a day for batches of items. For example, If a bakery has a form for monitoring temperatures when pies are coming out of the oven over the course of the day, they can use mobile form reports to bulk edit the times various food items were removed from the oven instead of having to update each instance manually.

1. Creating a form report

1. Go to Saved Forms 
2. Click the clipboard icon 
3. Click the green plus button to add a new report 
4. Click select form 
5. Choose the form you want to make into a report 
6. Select up to 6 questions to add to your Form Report 
7. Click next to generate the report 
8. Click Save 
9. Click on the Report to view it 

2. Viewing a Form Report

1. Go to Saved Forms
2. Click the clipboard icon
3. Select the report you want to view from the list of mobile form reports (if no reports shown, you'll need to create one first!)

To edit an individual form/section, click on the pencil icon on the right and the form will open for you to edit

3. Deleting a form report

To delete the Form Report simply open the report and press the trash can icon in the top right corner, then press yes from the prompt.

Once you click yes, it will ask you to select your name & add your pin number, this is because you need either Admin, Manager or Tablet Manager access to delete a Form Report.

4. Making bulk changes

1. Open your form report
2. Select the rows you would like to change
3. Press bulk edit x records button
4. Select the answer to edit
5. Enter the new value and save
6. Select user and enter pin to sign