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leon:report-wizard [2020/01/03 09:53] bartek |
leon:report-wizard [2020/02/14 15:12] rafal [Invoices scope] |
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Report Wizard is available in a section **Reports**, | Report Wizard is available in a section **Reports**, | ||
- | {{: | + | ---- |
===== Creating & editing reports ===== | ===== Creating & editing reports ===== | ||
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---- | ---- | ||
+ | ==== 'Edit Template' | ||
+ | [{{ : | ||
+ | |||
+ | 'Edit template' | ||
+ | |||
+ | * changing the headers in the report | ||
+ | * highlighting data | ||
+ | * sorting the report according to aircraft flights | ||
+ | * implementing charts | ||
+ | * and many more | ||
+ | |||
+ | In order to access the HTML version of the report you need to: | ||
+ | |||
+ | - Edit an existing report or create a new one | ||
+ | - Click on {{: | ||
+ | |||
+ | The edited view is divided into 3 sections: | ||
+ | |||
+ | - **Editing** - left-hand site section where you can amend the report using HTML (in tabs HEADER, BODY and FOOTER) and CSS (in tab CSS) | ||
+ | - **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 ' | ||
+ | |||
+ | ----------- | ||
==== Personal reports ==== | ==== Personal reports ==== | ||
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The data displayed can be **grouped by**: | The data displayed can be **grouped by**: | ||
- | * **PAX** - calculating data for PAX. | + | * **PAX age** - calculating data for PAX. |
* **Aircraft type** - calculating data for a specific type of the aircraft. | * **Aircraft type** - calculating data for a specific type of the aircraft. | ||
* **Aircraft** - calculating data for a specific aircraft registration. | * **Aircraft** - calculating data for a specific aircraft registration. | ||
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Use the icon {{: | Use the icon {{: | ||
+ | |||
+ | [{{ : | ||
+ | === Currency Converter filter in scope INVOICES === | ||
+ | |||
+ | We have added ' | ||
+ | |||
+ | 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 | ||
---- | ---- | ||
- | ====== Quote scope ====== | + | ==== Quote scope ==== |
[{{ : | [{{ : |