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leon:report-wizard [2020/04/29 12:49] bartek [Long-period reports] |
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- | ====== REPORT WIZARD ====== | ||
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- | [{{ : | ||
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- | **Report Wizard** has been created to replace in the future **Custom Flights List** report. The main aim was to allow quick & easy creating & storing various type of reports in one page (crew flight times, aircraft block hours, fuel usage, PAX data, etc....). | ||
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- | Each created and saved report can be **edited** and **re-arranged** in many ways. Leon users can decide what columns should get displayed in the report and in what order, they can choose period of time for each report and name each report the way they want. | ||
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- | Report Wizard is available in a section **Reports**, | ||
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- | ---- | ||
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- | ===== Creating & editing reports ===== | ||
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- | To create a new report click {{: | ||
- | You can use a field ' | ||
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- | When creating a new report Leon shows **7** default columns: | ||
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- | * **DATE ADEP Plan UTC** | ||
- | * **Flight number** | ||
- | * **Registration** | ||
- | * **STD UTC** | ||
- | * **ADEP ICAO Plan** | ||
- | * **STA UTC** | ||
- | * **ADES ICAO Plan** | ||
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- | Displayed columns can be manually changed by clicking {{: | ||
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- | Once the report is done you can save it giving it a name (use 'Save as' button) and it will be available in the main Report Wizard page. Saved report name can always be changed in the top-part of the creating when you click pen-icon in the {{: | ||
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- | When viewing already saved report Leon shows it with all initially selected columns and period of time. Click an icon {{: | ||
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- | === Sorting by aircraft === | ||
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- | It is now possible to **sort the flights by aircraft registration** in scope ' | ||
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- | Hover the mouse over the ' | ||
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- | * {{: | ||
- | * {{: | ||
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- | Sorting by aircraft registration will firstly group them by registration and then by date within each registration. | ||
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- | < | ||
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- | ---- | ||
- | ==== 'Edit Template' | ||
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- | [{{ : | ||
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- | 'Edit template' | ||
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- | * changing the headers in the report | ||
- | * highlighting data | ||
- | * sorting the report according to aircraft flights | ||
- | * implementing charts | ||
- | * and many more | ||
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- | In order to access the HTML version of the report you need to: | ||
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- | - Edit an existing report or create a new one | ||
- | - Click on {{: | ||
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- | The edited view is divided into 3 sections: | ||
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- | - **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 ' | ||
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- | ----------- | ||
- | ==== Personal reports ==== | ||
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- | [{{ : | ||
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- | Each Leon user who has the access to the Wizard Report is now able to create and save a report to which no other user will have access. | ||
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- | After creating the report, right next to the field where the report can be named/ | ||
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- | If the checkbox is unmarked all users will see the report and will be able to view it **BUT** will not be able to make changes to it (SAVE button will be inactive). | ||
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- | On the main Wizard Report page, in a column **Visibility** each user can check which reports have been enabled to all users (indication ' | ||
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- | ---- | ||
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- | ==== Positioning reports ==== | ||
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- | [{{ : | ||
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- | When adding a new report, Leon will show a pop-up window where you will need to select a **Scope**: either ' | ||
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- | {{: | ||
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- | By selecting a scope ' | ||
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- | ----- | ||
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- | ==== Flights Aggragated Statistics reports ==== | ||
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- | [{{ : | ||
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- | **Flights Aggregated Statistics** report allows creating the reports with the data combined from a number of measurements. | ||
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- | In order to create such a report, choose the ' | ||
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- | {{: | ||
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- | Once you open the report, there are different available data comparing to ' | ||
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- | Looking at the **' | ||
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- | * **Flights count** | ||
- | * **Block time [JL] [AVG]** | ||
- | * **Block time [JL] [SUM]** | ||
- | * **Block time [Plan] [AVG]** | ||
- | * **Block time [Plan] [SUM]** | ||
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- | [{{ : | ||
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- | Once you chose the ' | ||
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- | * **Table view** - standard table view upon clicking on {{: | ||
- | * **Bar chart view** - view represented in the screenshot on the right-hand side, available upon clicking on the {{: | ||
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- | The data displayed can be **grouped by**: | ||
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- | * **PAX age** - calculating data for PAX. | ||
- | * **Aircraft type** - calculating data for a specific type of the aircraft. | ||
- | * **Aircraft** - calculating data for a specific aircraft registration. | ||
- | * **Route** - showing data per route flown. | ||
- | * **Client** - showing data per a clients selected in quotes. | ||
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- | The {{: | ||
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- | * **Aircraft** - fleet tails. | ||
- | * **Aircraft type** - fleet types. | ||
- | * **Clients** - type client' | ||
- | * **Excluded clients** - select client/ | ||
- | * **Journey Log** - viewing flights with added Journey Log only. | ||
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- | --------------- | ||
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- | ==== Trips Report ==== | ||
- | [{{ : | ||
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- | **Trips report** allows creating the reports for the whole trips, rather than single flights. | ||
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- | To create this report you need to select option ' | ||
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- | {{: | ||
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- | The columns in this report contain basic trip details as well as elements of the quotation including Taxes. | ||
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- | This report is suitable for the Sales teams who would like to see the details of the trips performed by the operator. | ||
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- | ----------------------------------------- | ||
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- | ==== FTL Duty scope ==== | ||
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- | To make it easier to generate a **FTL** report, we have added a separate **FTL duty scope** showing strictly FTL data. | ||
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- | In the main Wizard report page click {{: | ||
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- | [{{ : | ||
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- | {{: | ||
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- | Leon will show default FTL columns on the left part of the screen, such as: **Duty** end date & time, Duty lenght, Duty start date & time, **FDP** start date & time, FDP end date & time, FDP **extension**, | ||
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- | You can use the **filter** to limit data to particular crew member/ | ||
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- | === Filtering by Crew member status === | ||
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- | We have added an option to filter by **' | ||
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- | There are **3 options** available to filter Crew members: | ||
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- | * **Active** | ||
- | * **Inactive** - applies to Crew with 'Can log into Leon' checkbox unticked in the User profile | ||
- | * **Deleted** - applies to Crew with ' | ||
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- | All the elements of the filter work on ' | ||
- | ----- | ||
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- | ==== Invoices scope ==== | ||
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- | **Invoices** are important part of each Sales department of any company. We have added an additional ' | ||
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- | In the main **WIZARD REPORT** page click {{: | ||
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- | {{: | ||
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- | Use the icon {{: | ||
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- | Use the icon {{: | ||
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- | === Currency Converter filter in scope INVOICES === | ||
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- | We have added ' | ||
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- | This filter allows converting the amount displayed in the 'Total Gross' column from the currency selected in ' | ||
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- | The conversion rate is the rate of National Bank of Poland on the date of invoice | ||
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- | ---- | ||
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- | ==== Quote scope ==== | ||
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- | The new scope **Quote** has been added to make easier generating a report with all relevant details of quotes. | ||
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- | In the main **WIZARD REPORT** page click {{: | ||
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- | {{: | ||
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- | On the left you can find available items, which you can add to the report, such as: Aircraft, Assignee, Price, Quote route, Sum block time, Sum PAX number and more. | ||
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- | Use the icon {{: | ||
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- | Use the icon {{: | ||
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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. | ||
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- | ---- | ||
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- | ==== Long-period reports ==== | ||
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- | It is possible to generate a long-period reports in Wizard, for more than **90 days**. | ||
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- | When generating a new report or editing already saved report in Wizard for a period of more than 90 days, Leon will show **Time range too long** warning, however, you will still be able to generate the report. | ||
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- | Click a blue button {{: | ||
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- | Once the report publication is done Leon shows ' | ||
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- | {{: | ||
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- | You can **delete** such report by clicking on the {{: | ||
- | ===== Filters ===== | ||
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- | **Calendar** | ||
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- | In the top-right corner you can find date-selector where you can use either a button {{: | ||
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- | **Data filter** | ||
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- | By clicking the {{: | ||
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- | Click **Add** and Leon will show a pop-up window (as on the screenshot on the right) where you can choose available data: click a particular one and either mark appropriate details, as per example below, where only 3 tails are selected: | ||
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- | [{{ : | ||
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- | {{: | ||
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- | or, you can simply enter a value (i.e. Flight number/ | ||
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- | {{: | ||
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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. | ||
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- | ===== Charts ===== | ||
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- | It is now possible to show various **charts** in **WIZARD REPORT**. | ||
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- | You can show various charts, by using [[http:// | ||
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- | The below example shows wide range of possibilities of this feature. | ||
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- | The screenshot on the right shows how Wizard Report can generate a ' | ||
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- | You can choose the width & the height of the chart by changing items: width=xxx, height=xxx | ||
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- | {{: | ||
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- | You can also create such report **per a client** and it can be displayed as i.e. ' | ||
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- | ===== Sharing reports ===== | ||
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- | In the top-right corner of the report screen, under the sharing icon: {{: | ||
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- | 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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