This shows you the differences between two versions of the page.
Both sides previous revision Previous revision Next revision | Previous revision | ||
leon:report-wizard [2020/08/17 09:07] rafal ['Edit Template' function] |
leon:report-wizard [2024/02/05 07:57] (current) rafal [Sending schedule] |
||
---|---|---|---|
Line 18: | Line 18: | ||
You can type a report' | You can type a report' | ||
+ | |||
+ | 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: | ||
+ | |||
+ | {{: | ||
+ | |||
---- | ---- | ||
Line 94: | Line 99: | ||
- | === Adding custom fields to available data === | + | ==== Adding custom fields to available data ==== |
[{{ : | [{{ : | ||
Line 217: | Line 222: | ||
--------------- | --------------- | ||
+ | ==== HIL scope ==== | ||
+ | [{{ : | ||
+ | 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 ==== | ||
Line 233: | Line 253: | ||
----------------------------------------- | ----------------------------------------- | ||
+ | ==== Simulator ==== | ||
+ | [{{ : | ||
+ | **Simulator** scope allows creating the reports based on the Simulators added in Leon. | ||
+ | To create this report you need to select option ' | ||
+ | |||
+ | {{: | ||
+ | |||
+ | 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, | ||
+ | |||
+ | --------------- | ||
+ | ==== 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/ | ||
+ | * Contract details | ||
+ | * Crew members | ||
+ | * Client | ||
+ | |||
+ | ----- | ||
==== FTL Duty scope ==== | ==== FTL Duty scope ==== | ||
Line 291: | Line 334: | ||
=== Currency Converter filter in scope INVOICES === | === Currency Converter filter in scope INVOICES === | ||
- | We have added ' | + | We have added the ' |
This filter allows converting the amount displayed in the 'Total Gross' column from the currency selected in ' | This filter allows converting the amount displayed in the 'Total Gross' column from the currency selected in ' | ||
- | 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**__ | ||
+ | [{{ : | ||
+ | |||
+ | 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/ | ||
+ | * **Earliest departure date [UTC]** - Invoice no 1001 isn't included since the flight departing the earliest is scheduled outside the date range selected (04/ | ||
---- | ---- | ||
Line 316: | Line 379: | ||
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 ' | ||
+ | |||
+ | * **PAX Flight Fee** | ||
+ | * **Ferry Flight Fee** | ||
+ | * **PAX Flight Fee Discount** | ||
+ | * **Ferry Flight Fee Discount** | ||
+ | |||
---- | ---- | ||
Line 342: | Line 413: | ||
---- | ---- | ||
+ | |||
+ | |||
+ | ==== Aircraft Maintenance scope ==== | ||
+ | |||
+ | This scope shows the most important data added to Leon when scheduling an **Aircraft Maintenance**, | ||
+ | |||
+ | [{{ : | ||
+ | |||
+ | To add it, enter the main ' | ||
+ | |||
+ | |||
+ | |||
+ | {{: | ||
+ | |||
+ | 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/ | ||
+ | |||
+ | {{: | ||
+ | |||
+ | ----- | ||
+ | ==== 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 ==== | ||
+ | [{{ : | ||
+ | **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)' | ||
+ | |||
+ | ------------- | ||
+ | |||
+ | ==== 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. | ||
+ | |||
+ | {{: | ||
+ | |||
+ | [{{ : | ||
+ | |||
+ | [{{ : | ||
+ | |||
+ | On the main page Leon shows scopes on the **menu bar**, available to be selected & configured separately. | ||
+ | |||
+ | |||
+ | |||
+ | {{: | ||
+ | |||
+ | |||
+ | |||
+ | Once the report is set up & saved, when exporting it to Excel, Leon will show each scope as a **separate tab** {{: | ||
+ | |||
+ | The **PDF** format will show scopes one after another. Each multi-scope report' | ||
+ | |||
+ | |||
+ | |||
+ | |||
+ | |||
==== Long-period reports ==== | ==== Long-period reports ==== | ||
Line 359: | Line 504: | ||
---- | ---- | ||
- | ===== Sending schedule ===== | + | ===== Sending schedule |
- | [{{ : | + | [{{ : |
- | It is possible to **send schedules** from **REPORT WIZARD ** to particular recipients in pre-defined periods | + | 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 |
==== Setting up ==== | ==== Setting up ==== | ||
Line 381: | Line 526: | ||
In the main Report Wizard page, edit a report that should be sent frequently and click a button {{: | In the main Report Wizard page, edit a report that should be sent frequently and click a button {{: | ||
- | In this pop-up window you need to manually | + | 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 ' |
+ | |||
+ | Manually | ||
{{: | {{: | ||
- | ' | + | It is possible to choose between **3 types of frequency**: |
- | A drop-down **Hour** allows | + | * **Daily** |
+ | | ||
+ | | ||
+ | * **Selected Dates** - reports sent on a yearly basis, on selected dates (dates are specified without a year - days and months only) | ||
- | {{: | + | All times in **Hours** dropdown are in **UTC**. |
+ | |||
+ | {{: | ||
**Email template** drop-down box shows pre-defined templates from 'Email templates' | **Email template** drop-down box shows pre-defined templates from 'Email templates' | ||
Line 395: | Line 547: | ||
{{: | {{: | ||
- | ---- | + | **' |
+ | |||
+ | Additionally, | ||
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**. | ||
Line 456: | Line 610: | ||
[{{ : | [{{ : | ||
In the top-right corner of the report screen, under the sharing icon: {{: | In the top-right corner of the report screen, under the sharing icon: {{: | ||
+ | |||
+ | The link is constant - it doesn' | ||
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. | ||
Line 461: | Line 617: | ||
---------------------------- | ---------------------------- | ||
+ | ===== 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: | ||