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leon:report-wizard [2020/07/16 11:43]
bartek [REPORT WIZARD]
leon:report-wizard [2024/02/05 07:57] (current)
rafal [Sending schedule]
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 You can type a report's name into a 'My reports' field to search for a particular report, or use 'Category' drop-down box. You can type a report's name into a 'My reports' field to search for a particular report, or use 'Category' drop-down box.
 +
 +If Leon user tries to view a report for an aircraft, which he/she has **no access** to (defined in Privileges panel), Leon will show a warning as on below screenshot:
 +
 +{{:leon:report-wizard:access blocked.png?nolink|}}
 +
 ---- ----
  
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 When viewing already saved report Leon shows it with all initially selected columns and period of time. Click an icon {{:leon:report-wizard:editing report icon.png|}} to **edit** it, in case you want to make changes (select different columns or use filter). When viewing already saved report Leon shows it with all initially selected columns and period of time. Click an icon {{:leon:report-wizard:editing report icon.png|}} to **edit** it, in case you want to make changes (select different columns or use filter).
  
 +**CALENDAR**
 +
 +In the calendar section of the Wizard you can either select a period of time: 
 +
 +{{:leon:report-wizard:calendar screen.png?nolink|}}  
 +
 +Or use one of the options in the drop-down list:
 +
 +{{:leon:report-wizard:calendar drop down.png?nolink|}}
  
-. 
 <box>It is possible to **export** a created report to PDF by clicking {{:leon:report-wizard:pdf icon.png|}} to Excel {{:leon:report-wizard:export excel.png|}} icon, or to CSV {{:leon:report-wizard:csv icon.png|}} - in top-right corner of the page.</box> <box>It is possible to **export** a created report to PDF by clicking {{:leon:report-wizard:pdf icon.png|}} to Excel {{:leon:report-wizard:export excel.png|}} icon, or to CSV {{:leon:report-wizard:csv icon.png|}} - in top-right corner of the page.</box>
  
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   - **Preview** - the middle part where you can preview the amended report in either HTML or PDF version   - **Preview** - the middle part where you can preview the amended report in either HTML or PDF version
   - **Data and Settings** - right-hand panel. In the 'DATA' tab you can select the data range in the report as well as access the 'Available data' source to use in the editing section. In 'SETTINGS' you can amend the design options including margins and page orientation   - **Data and Settings** - right-hand panel. In the 'DATA' tab you can select the data range in the report as well as access the 'Available data' source to use in the editing section. In 'SETTINGS' you can amend the design options including margins and page orientation
 +
 +
 +==== Adding custom fields to available data ====
 +
 +[{{ :leon:report-wizard:Adding elements 2.png?200|Option to add custom fields}}]
 +
 +It is also possible to **add** custom fields in the Report Wizard edit template.
 +
 +This functionality is useful when there are additional fields needed in the **available data** or if existing fields are to be assigned a different name.
 +
 +In order to **create a custom field** you need to perform the following steps:
 +
 +  - Click on {{:leon:report-wizard:Add elements icon.png?nolink|}} which will appear if you hover the mouse over the report name. You can also click on the report from the list and select {{:leon:report-wizard:Adding Elements 4.png?nolink|}} option
 +  - In the pop-up window (presented on the right) you can insert the **Field name** (element on the right in the Available data column, used in HTML in 'Edit template') and **Field value** (element on the left in the Available data column, pulling the data out from indicated column in the report). It is possible to add a number of custom fields at once by clicking on **'+ ADD MORE'** button
 +  - Added custom fields will be available in the 'EDIT TEMPLATE' > 'AVAILABLE DATA' column > 'custom fields' section and can be used in HTML
 +
 +{{:leon:report-wizard:Adding elements 3.png?nolink|}}
 +
 +
  
 ----------- -----------
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 --------------- ---------------
 +==== HIL scope ====
 +[{{ :leon:report-wizard:hil_report.png?nolink&400|Example of HIL report}}]
 +HIL reports show the data related to HIL items. Columns available are: 
 +  * HIL item no.
 +  * MEL item no.
 +  * Registration
 +  * Date
 +  * Limit
 +  * Extension Due Date
 +  * Date C/W
 +  * Discrepancy Description
 +  * Flight limitations
 +  * Status
 +
 +-----
  
 ==== Trips scope ==== ==== Trips scope ====
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 ----------------------------------------- -----------------------------------------
 +==== Simulator ====
 +[{{ :leon:report-wizard:simulator_scope_-_overview.png?200|'Simulator' scope based report}}]
 +**Simulator** scope allows creating the reports based on the Simulators added in Leon.
  
 +To create this report you need to select option 'Trip' in a 'Scope' dropdown list:
 +
 +{{:leon:report-wizard:add_scope_sim.png?nolink|}}
 +
 +The columns in this scope contain the information inserted when planning and completing the Simulator in Leon.
 +
 +The report is suitable for the teams responsible for crew training, flight-based endorsements, and currencies.
 +
 +---------------
 +==== Subcharter flights scope ====
 +
 +Ssubcharter flights report contains details of every single leg of each booked subcharter quote. The columns available describe flight details like: 
 +  * Aircraft
 +  * Schedule
 +  * Flight/block times
 +  * Contract details
 +  * Crew members
 +  * Client
 +
 +-----
 ==== FTL Duty scope ==== ==== FTL Duty scope ====
  
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 === Currency Converter filter in scope INVOICES === === Currency Converter filter in scope INVOICES ===
  
-We have added 'Currency converter' filter in the scope INVOICES. +We have added the 'Currency converter' filter in the scope INVOICES. 
  
 This filter allows converting the amount displayed in the 'Total Gross' column from the currency selected in 'General Settings' > 'Default currency (Price List)' to any other selected currency.  This filter allows converting the amount displayed in the 'Total Gross' column from the currency selected in 'General Settings' > 'Default currency (Price List)' to any other selected currency. 
  
-The conversion rate is the rate of National Bank of Poland on the date of invoice+The conversion rate is the rate of the National Bank of Poland on the date of invoice 
 + 
 + 
 +=== 'Date range type' filtering === 
 + 
 +It is possible to set the date range invoice filtering to the 3 following options:  
 + 
 +  * **Sell date** - selected date range applies to the date when the **trip was sold**. This is also a default setting 
 +  * **Issue date** - selected date range applies to the date when the **invoice was issued** 
 +  * **Earliest departure date [UTC]** - selected date range applies to the date of the flight within the trip **departing earliest** 
 + 
 +__**Example**__ 
 +[{{ :leon:report-wizard:rw_-_invoice_date_range_filtering.png?200|Examples of 'Date range type' filtering}}] 
 + 
 +As you can see in the screenshot on the right, the date range is selected from the 2nd of November to the 1st of December. 
 + 
 +Based on the different 'Date range type filtering options the report displays the following: 
 + 
 +  * **Sell date** - all invoices issued within a given period are displayed 
 +  * **Issue date** - Invoice no 123456 isn't included, since the issue date is outside the date range selected (02/12/2021) 
 +  * **Earliest departure date [UTC]** - Invoice no 1001 isn't included since the flight departing the earliest is scheduled outside the date range selected (04/12/2021)
  
 ---- ----
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 In the top-right corner you can select period of time and export the report to Excel or CSV. Once the report is saved, you can edit it and also export it to pdf. In the top-right corner you can select period of time and export the report to Excel or CSV. Once the report is saved, you can edit it and also export it to pdf.
 +
 +The following columns work only in the 'Price' quoting mode:
 +
 +  * **PAX Flight Fee**
 +  * **Ferry Flight Fee**
 +  * **PAX Flight Fee Discount**
 +  * **Ferry Flight Fee Discount**
 +
  
 ---- ----
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 ---- ----
 +
 +
 +==== Aircraft Maintenance scope ====
 +
 +This scope shows the most important data added to Leon when scheduling an **Aircraft Maintenance**, in a section 'MX > Scheduled Maintenance'.
 +
 +[{{ :leon:report-wizard:avbl columns.png?100|Available columns in Aircraft Maintenance scope}}]
 +
 +To add it, enter the main 'Report Wizard' page, click {{:leon:report-wizard:add-report-icon.png?80|}} and select 'Aircraft Maintenance' scope. You can also select report's category as 'MX'.
 +
 +
 +
 +{{:leon:report-wizard:scope selecting.png?nolink|}}
 +
 +Leon will show a few **default columns**: MX name, status, aircraft reg number, airport where MX will take place, MX start & end date and time.
 +
 +You can add more columns to the mentioned ones by using the left filter. All available columns displayed on the screenshot on the right-hand side.
 +
 +It is possible to filter the report by: Aircraft reg number, Airport, AOG (yes/no) and Status of Maintenance (open/completed) - click the icon 
 +
 +{{:leon:report-wizard:filter icon.png|}} and select one of the available filter options.
 +
 +-----
 +==== Vaccinations scope ====
 +
 +The scope allows to generate a report which contains the vaccination data of your crew members. It collects data from the users' profiles. 
 +The data set contains the following columns: 
 +  * Name
 +  * Surname
 +  * Disease name
 +  * Disease note
 +  * Date of 1st dose
 +  * Date of 2nd dose
 +  * Date of 3rd dose
 +
 +-----
 +
 +==== Aircraft Reservations scope ====
 +[{{ :leon:report-wizard:rw_-_aircraft_reservations.png?300|'Aircraft Reservation' scope}}]
 +**Aircraft Reservations** scope contains the data related to aircraft reservations.
 +
 +The report contains all the required information including reservation name, status, airports, timeframes as well as notes and the confirmation of uploaded files.
 +
 +It is also possible to filter by the abovementioned characteristics. 'Name (wildcard)' filtering option allows filtering by the custom name rather than the name from the dropdown. 
 +
 +-------------
 +
 +==== Multi-scope reports ====
 +
 +
 +When creating a new report, it is now possible to select more than 1 scope by clicking them in the drop-down list.
 +
 +{{:leon:report-wizard:scope_selection.png?nolink|}}
 +
 +[{{ :leon:report-wizard:pdf_format.png?200|Multi-scope report in PDF format}}]
 +
 +[{{ :leon:report-wizard:html_edition.png?200|Editing the report in HTML}}]
 +
 +On the main page Leon shows scopes on the **menu bar**, available to be selected & configured separately.
 +
 +
 +
 +{{:leon:report-wizard:scope_select_on_menu_bar.png?nolink|}}
 +
 +
 +
 +Once the report is set up & saved, when exporting it to Excel, Leon will show each scope as a **separate tab** {{:leon:report-wizard:excel_tabs.png?nolink|}} showing previously configured columns & data.
 +
 +The **PDF** format will show scopes one after another. Each multi-scope report's template can be edited in **HTML** or **Excel** and adjusted (see screenshots on the right).
 +
 +
 +
 +
 +
  
 ==== Long-period reports ==== ==== Long-period reports ====
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 ---- ----
  
-===== Sending schedule =====+===== Sending schedule functionality =====
  
-[{{ :leon:report-wizard:main window.png?200|Sending Schedule main window}}]+[{{ :leon:report-wizard:rw_-_schedule_report_file_format.png?200|Sending Schedule main window}}]
  
-It is possible to **send schedules** from **REPORT WIZARD ** to particular recipients in pre-defined periods of time. Each stored report can be sent out frequently by using this functionality. Leon will send an email with files attached: **Excel & PDF**.+It is possible to **send schedules** from **REPORT WIZARD ** to particular recipients in pre-defined periods. Each stored report can be sent out frequently by using this functionality. Leon will send an email with the files attached in any selected format: **Excel, CSV & PDF**.
  
 ==== Setting up ==== ==== Setting up ====
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 In the main Report Wizard page, edit a report that should be sent frequently and click a button {{:leon:report-wizard:button Sending S.png?nolink|}} in the top-right corner, then a new pop-up window will show up (as on the screenshot on the right side). In the main Report Wizard page, edit a report that should be sent frequently and click a button {{:leon:report-wizard:button Sending S.png?nolink|}} in the top-right corner, then a new pop-up window will show up (as on the screenshot on the right side).
  
-In this pop-up window you need to manually type recipient's email address (or addresses, as it's possible to add multiple emails).+In this pop-up window you can select the timeframe of the report - **Report Dates**. The best solution is to select the pre-defined dates sych as '-14,now,+14'
 + 
 +Manually type recipient's email address (or addresses, as it's possible to add multiple emails - after inserting an email address press '**Enter**' and add another one).
  
 {{:leon:report-wizard:emails.png?nolink|}} {{:leon:report-wizard:emails.png?nolink|}}
  
-'Frequency' can only be selected as 'Daily' for now, however it will be expanded in the future.+It is possible to choose between **3 types of frequency**:
  
-A drop-down **Hour** allows to select multiple periods of time for sending schedule (all times in **UTC**).+  * **Daily** reports sent on a daily basis. Option to select the hour(s) at which the report should be sent 
 +  * **Weekly** - reports sent on a weekly basis. Option to select days of the week and the hour(s) at which the report should be sent 
 +  * **Monthly** - reports sent on a daily basisOption to select days of the month and the hour(s) at which the report should be sent 
 +  * **Selected Dates** - reports sent on a yearly basis, on selected dates (dates are specified without a year - days and months only)
  
-{{:leon:report-wizard:hours.png?nolink|}}+All times in **Hours** dropdown are in **UTC**. 
 + 
 +{{:leon:report-wizard:weekly frequency.png?nolink|}} {{:leon:report-wizard:monthly frequency.png?nolink|}}
  
 **Email template** drop-down box shows pre-defined templates from 'Email templates' section. **Email template** drop-down box shows pre-defined templates from 'Email templates' section.
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 {{:leon:report-wizard:templates in popup.png?nolink|}} {{:leon:report-wizard:templates in popup.png?nolink|}}
  
-----+**'Don't send empty reports'** option allows excluding empty reports from being automatically sent. 
 + 
 +Additionally, it is possible to select the **file format** in which the report should be sent.
  
 All reports with sending rules defined, in the main Report Wizard page, will have an indication of a **clock-icon**. All reports with sending rules defined, in the main Report Wizard page, will have an indication of a **clock-icon**.
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 [{{ :leon:reports:share option.jpg?200| Sharing tool in Report Wizard}}] [{{ :leon:reports:share option.jpg?200| Sharing tool in Report Wizard}}]
 In the top-right corner of the report screen, under the sharing icon: {{:leon:reports:share icon.jpg|}} a URL link can be generated. By Clicking {{:leon:report-wizard:share link.jpg|}} and entering the short name of the report, Leon will generate a link, which when inserted into the web address belt of the browser, will download the csv file with the content of the report.  In the top-right corner of the report screen, under the sharing icon: {{:leon:reports:share icon.jpg|}} a URL link can be generated. By Clicking {{:leon:report-wizard:share link.jpg|}} and entering the short name of the report, Leon will generate a link, which when inserted into the web address belt of the browser, will download the csv file with the content of the report. 
 +
 +The link is constant - it doesn't change until it's removed. However, the data you get by using it is variable - you will always get the refreshed data, according to the report's time-range setting. 
  
 The functionality is mainly aimed at Customers who wish to export data from Leon to various BI systems including Google Data Studio and Qlik.  The functionality is mainly aimed at Customers who wish to export data from Leon to various BI systems including Google Data Studio and Qlik. 
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 ---------------------------- ----------------------------
  
 +===== Reports Shared by Leon =====
 +
 +In lower section of main view you can find already predifined reports with specific purpose.
 +We have added many of them with obtaining aviation mandatory data such as Delays, CO2 Emission or [[updates:report-wizard-a-new-report-will-be-shared-with-all-operators-by-leon|SIFL Report]]
  
  
  
  
leon/report-wizard.1594899801.txt.gz · Last modified: 2020/07/16 11:43 by bartek