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Exporting, Printing and Emailing a Report

Last updated: 23rd April 2024

You can generate a live link, excel or pdf of any report using the ‘Export To‘ button:

The settings toggle beside the export button enables you to customise the report, and save the layout and customisations as templates for future use:

The next time you click ‘Export to’ you can select from your saved templates or choose the Share option that will update automatically when you change the export options. 

Any changes to the report are reflected in the live link in real time without the need for re-sharing. Reports can also be exported to a QR code, Microsoft Excel (or other CSV editor), converted to a .pdf file or printed directly.

Exporting a Diet Log to a Meal Plan

Export a diet log to a meal plan for later use by choosing Export To > Meal Plan:

The new meal plan will open automatically, and show in the client panel as ‘From Log: [Log name]’. If a multi-day log is exported to a meal plan, this will show as separate meal plans for each day e.g. ‘From Log: [Log name] Day 1’.

Any edits made to the new ‘Master Meal Plan’ will not alter the original diet log, and vice versa. The master meal plan can be attached to other clients and edited by clicking into the client in the drop below and selecting ‘Enable Editing’ in the top right corner:

This will create a copy of the master meal plan for the selected client.