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leon:report-wizard [2020/02/14 13:57]
rafal ['Edit Template' function]
leon:report-wizard [2020/03/10 13:14]
bartek [Charts]
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 ==== 'Edit Template' function ==== ==== 'Edit Template' function ====
  
-[{{ :leon:report-wizard:Edit template HTML.png?200|HTML version of the report}}]+[{{ :leon:report-wizard:Edit template HTML.png?200|Edited version of the report}}]
  
-'Edit template' function allows editing the report in HTML and creating more complex version of the same report+'Edit template' function allows editing the report in HTML and creating an alternative and more complex version of the same report including options such as: 
 + 
 +  * 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 {{:leon:report-wizard:Edit Template2.png?nolink|}} icon located in the top-left corner of the report 
 + 
 +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 '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 
 + 
 +-----------
 ==== Personal reports ==== ==== Personal reports ====
  
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 Use the icon {{:leon:report-wizard:columns changer.png|}} in case you need to remove columns or change their order (drag & drop columns). Use the icon {{:leon:report-wizard:columns changer.png|}} in case you need to remove columns or change their order (drag & drop columns).
 +
 +[{{ :leon:report-wizard:Currency Converter Filter.png?200|Currency Converter Filter}}]
 +=== Currency Converter filter in scope INVOICES ===
 +
 +We have added '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. 
 +
 +The conversion rate is the rate of National Bank of Poland on the date of invoice
  
 ---- ----
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 All chosen values added to the filter show above the report data and can always be removed by clicking on **X** when hovered the mouse over. All chosen values added to the filter show above the report data and can always be removed by clicking on **X** when hovered the mouse over.
  
 +===== Charts =====
 +
 +[{{ :leon:report-wizard:Charts doughnut.png?150|Revenue per an aircraft - displaying data with charts}}]
 +[{{ :leon:report-wizard:charts bar.png?150|Revenue per the client - chart 'Bar'}}]
 +[{{ :leon:report-wizard:charts line.png?150|Revenue per the client - chart 'Line'}}]
 +
 +It is now possible to show various **charts** in **WIZARD REPORT**.
 +
 +You can show various charts, by using [[http://https://quickchart.io/documentation#chart-types|QuickChart Documentation]] web service that generates chart images, which are suitable for embedding in email, SMS, chatbots, and other formats.
 +
 +The below example shows wide range of possibilities of this feature.
 +
 +The screenshot on the right shows how Wizard Report can generate a 'Revenue report' displaying charts **per an aircraft**. The chart is type 'doughnut' but you can as well use 'pie' or 'radar' types. 
 +
 +You can choose the width & the height of the chart by changing items: width=xxx, height=xxx
  
 +{{:leon:report-wizard:charts html 1.png|}}
  
 +You can also create such report **per a client** and it can be displayed as i.e. 'bar' type or 'line' type (see screenshots). Here you can decide about the width & the height of the bars/lines as well as about the colour of the border and the background (choose borderColor and backgroundColor).
  
 ===== Sharing reports ===== ===== Sharing reports =====
leon/report-wizard.txt · Last modified: 2024/02/05 07:57 by rafal