Overview of the Reports Page on Prepped
Welcome to the reports page, one of the most popular sections of the Prepped platform. Here, users can access a variety of reports to help streamline their production processes and track revenue. Let’s go over the most commonly used reports: the Production Line Report, Production Item Report, and Purchase Order Report.
Key Reports on the Prepped Platform
Production Line Report and Production Item Report:
These reports offer insights into the items being produced and the specific ingredients needed to fulfill orders. Users rely on these reports to manage production and ensure everything is prepared on time.Purchase Order Report:
This report helps you manage inventory by showing exactly how much of each ingredient you need to order for a specified timeframe. For example, if you select next week as the time period and download the report, it will list the ingredients required to fulfill upcoming orders that have already been paid for.
Granularity in Reports
Production Item Report:
This report provides a list of menu items you need to prepare, such as one burrito or five burritos, based on customer orders. It’s a straightforward way to track what needs to be cooked.Production Line Report:
The Production Line Report goes into more detail, breaking down the individual ingredients needed for each menu item. This report resembles the Purchase Order Report but adds information about which station or team member is responsible for preparing each item. It uses production codes rather than supplier codes, which you can set up on the ingredients page. This level of detail is especially helpful for larger teams, where specific stations, like the salad bar or grill, handle different tasks.
Revenue Reports: Tracking Financial Performance
Revenue by Product Report:
This report highlights your highest-performing products, showing which items generate the most margin and which ones sell the most.Revenue by Order Report:
This report provides an itemized list of all the orders processed on the Prepped platform for a specific duration. It includes data points such as tax, discounts, customer information, price, and more. You can export this data to Excel, analyze it, and even integrate it with other platforms like Power Automate, a CRM system, or accounting software.
Customer Reports and Data Flexibility
Prepped gives you full control over your data. With the Customer Report, you can export your customer list and import it into a CRM system for further actions, like sending text blasts or email campaigns.
Conclusion
That wraps up the overview of the reports page. If you have any questions or suggestions for additional report features, feel free to reach out to support. We’re available from 9 AM to 1 PM EST.
A Letter From Our CEO:
The Reports Page on the Prepped platform is a vital resource for meal prep businesses, providing users with access to a variety of reports that streamline production processes and track revenue effectively. This guide will delve into the most commonly used reports and how they can help you optimize your operations.
Key Reports on the Prepped Platform
Production Line Report and Production Item Report
These two reports are essential for managing your production workflow.
Production Item Report: This report lists the menu items you need to prepare based on customer orders, allowing for straightforward tracking of what needs to be cooked. For instance, if an order includes one burrito and five burritos, this report will clearly outline those quantities.
Production Line Report: Going a step further, this report breaks down the individual ingredients required for each menu item. It resembles the Purchase Order Report but adds vital details about which station or team member is responsible for preparing each item. By using production codes set up on the ingredients page, this report is especially useful for larger teams where specific tasks are handled by designated stations, such as the salad bar or grill.
Purchase Order Report
The Purchase Order Report is instrumental in managing your inventory. It provides a comprehensive view of how much of each ingredient you need to order for a specified timeframe. For example, by selecting next week as your time period and downloading the report, you can quickly see the ingredients required to fulfill upcoming orders that have already been paid for, ensuring you maintain adequate stock levels.
Revenue Reports: Tracking Financial Performance
Understanding your financial performance is crucial for any business. The Prepped platform offers several reports to help you do just that:
Revenue by Product Report: This report highlights your highest-performing products, indicating which items generate the most margin and which ones are the best sellers. This insight allows you to make informed decisions about menu offerings and promotions.
Revenue by Order Report: Providing an itemized list of all orders processed on the Prepped platform for a specific duration, this report includes important data points such as tax, discounts, customer information, price, and more. You can export this data to Excel for further analysis or integrate it with other platforms like Power Automate, CRM systems, or accounting software for streamlined financial management.
Customer Reports and Data Flexibility
Prepped gives you full control over your customer data. With the Customer Report, you can easily export your customer list and import it into a CRM system for targeted marketing efforts, such as sending text blasts or email campaigns. This flexibility enables you to engage your customer base effectively and enhance retention.
Conclusion
The Reports Page on Prepped is designed to empower meal prep business operators with essential insights into their production processes and financial performance. By leveraging these reports, you can streamline operations, optimize inventory management, and track revenue effectively. If you have any questions or suggestions for additional report features, feel free to reach out to our support team, available from 9 AM to 1 PM EST.
