Overview
Custom Production Reports allow you to create focused prep reports based on a specific group of prep items. Instead of pulling a full kitchen production report, you can build smaller reports for stations, categories, or teams, such as Meats, Sides, Desserts, or a specific production line.
These reports are especially helpful when you want to:
Break prep work out by station or category
Give different teams their own prep lists
Reduce clutter on large production days
IMPORTANT: Custom Production Reports rely on your existing prep item formulas. You must have formulas set up for Menu Items for this report to work appropriately. If you need help building formulas, schedule a session at BookTimeWithJill.com.
How Custom Production Reports Fit With Other Reports
Custom Production Reports are pulled for date ranges, similar to the Kitchen Production Reports.
Use Order Production Report for a single order
Use Kitchen Production Report (Legacy) for full menu and modifier detail
Use V2 Kitchen Production Report for a simplified prep-only list
Use Custom Production Reports when you want targeted prep lists for specific items or stations
Creating a Custom Production Report
Custom Production Reports must be created before they can be used.
Access the Custom Report Setup
Go to More
Select Reports
Open Kitchen & Production Reports
Click Custom Production Reports
Select Manage Custom Production Reports
Build the Report
Click Add a Custom Production Report
Enter a Report Name: This is often a station or category name, such as “Meats” or “Hot Line”
Use the dropdown to add prep items to the report: You can add up to 10 prep items per custom report
Optional: Rename items using the Name on Report field
Click Save This Information
Once saved, the report will be available when generating production reports.
Running a Custom Production Report
Go to More
Select Reports
Open Kitchen & Production Reports
Click Custom Production Reports
Filter Parameters
Date Range
Choose the date or range you want to pull.
Use a single day for daily prep
Use multiple days for ordering or batching
Location
Choose one location or include all.
Sort By
Choose how orders are sorted, such as Serve Time or Kitchen Ready Time.
Show Order Time
Check this if you want order time printed on the report.
Always Show Unit
Check this if you want units of measure to always display.
Name Display
Choose whether to show the Customer name, Company name, or both.
G. Reports to Generate
Select which custom production reports you want included.
Click Generate Report once your selections are complete.
Understanding the Report
The generated report displays only the prep items included in the selected custom reports.
Each section shows:
Order context based on the date range
Prep Item name
Quantity and unit
This keeps prep lists shorter and easier to manage.
Exporting and Sharing
At the top of the report, you can:
Print
Download as PDF
Open in Excel
Email the report
Modify your selections
Best Practices
Create separate reports for each major station or category.
Keep custom reports small so prep lists stay focused.
Use clear naming so staff immediately know what the report is for.
Review prep item formulas before relying on totals for ordering.
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Support
For additional help, refer to the CaterZen Support Center or contact our CaterZen Support Team.
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