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leon:report-wizard [2024/01/03 16:33] marek [Sharing reports] |
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+ | ====== REPORT WIZARD ====== | ||
+ | |||
+ | [{{ :leon:main page.png? | ||
+ | |||
+ | **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....). | ||
+ | |||
+ | 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. | ||
+ | |||
+ | Report Wizard is available in a section **Reports**, | ||
+ | |||
+ | The main page is divided into **3** sections: | ||
+ | |||
+ | **1**. Upper part of the Wizard | ||
+ | |||
+ | **2**. Lower part of the page shows reports made available by Leon - they can not be deleted by an operator. | ||
+ | |||
+ | **3**. Right part of the Wizard shows long-term reports (for time-range longer than 92 days), which can be downloaded to Excel or PDF file (and then eventually deleted). | ||
+ | |||
+ | 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: | ||
+ | |||
+ | {{: | ||
+ | |||
+ | ---- | ||
+ | |||
+ | ===== Creating & editing reports ===== | ||
+ | |||
+ | [{{ : | ||
+ | |||
+ | |||
+ | |||
+ | To create a new report click {{: | ||
+ | |||
+ | {{: | ||
+ | |||
+ | Each scope contains a different set of columns which is generated from different parts of Leon. **More information about each scope is available further on this page.** | ||
+ | |||
+ | After choosing the scope, the report page will open. On the left-hand side, you can find a filter with available data items, which - when marked - create **columns** in the report. Used items turn from {{: | ||
+ | |||
+ | You can use a field ' | ||
+ | |||
+ | |||
+ | |||
+ | When creating a new report Leon applies set of default columns. Taking scope ' | ||
+ | |||
+ | * **DATE ADEP Plan UTC** | ||
+ | * **Flight number** | ||
+ | * **Registration** | ||
+ | * **STD UTC** | ||
+ | * **ADEP ICAO Plan** | ||
+ | * **STA UTC** | ||
+ | * **ADES ICAO Plan** | ||
+ | |||
+ | Displayed columns can be manually changed by clicking {{: | ||
+ | |||
+ | |||
+ | 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 {{: | ||
+ | |||
+ | [{{ : | ||
+ | |||
+ | When viewing already saved report Leon shows it with all initially selected columns and period of time. Click an icon {{: | ||
+ | |||
+ | **CALENDAR** | ||
+ | |||
+ | In the calendar section of the Wizard you can either select a period of time: | ||
+ | |||
+ | {{: | ||
+ | |||
+ | Or use one of the options in the drop-down list: | ||
+ | |||
+ | {{: | ||
+ | |||
+ | < | ||
+ | |||
+ | ---- | ||
+ | ==== '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 ' | ||
+ | |||
+ | |||
+ | ==== Adding custom fields to available data ==== | ||
+ | |||
+ | [{{ : | ||
+ | |||
+ | 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 {{: | ||
+ | - 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' | ||
+ | - Added custom fields will be available in the 'EDIT TEMPLATE' | ||
+ | |||
+ | {{: | ||
+ | |||
+ | |||
+ | |||
+ | ----------- | ||
+ | ==== Personal reports ==== | ||
+ | |||
+ | [{{ : | ||
+ | |||
+ | 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. | ||
+ | |||
+ | After creating the report, right next to the field where the report can be named/ | ||
+ | |||
+ | 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). | ||
+ | |||
+ | On the main Wizard Report page, in a column **Visibility** each user can check which reports have been enabled to all users (indication ' | ||
+ | |||
+ | ---- | ||
+ | [{{ : | ||
+ | ==== Flights scope ==== | ||
+ | |||
+ | Scope ' | ||
+ | |||
+ | This includes most of the data from flight servicing tabs such as Checklist, Flight, PAX, FW&JL, etc. It also includes data from MX sections, such | ||
+ | the aircraft serial number along with each engine serial number and each engine TAH & TAC. | ||
+ | |||
+ | This scope allows creating very complex reports with a lot of data. | ||
+ | |||
+ | === Sorting by aircraft === | ||
+ | [{{ : | ||
+ | |||
+ | It is now possible to **sort the flights by aircraft registration** in scope ' | ||
+ | |||
+ | Hover the mouse over the ' | ||
+ | |||
+ | * {{: | ||
+ | * {{: | ||
+ | |||
+ | |||
+ | Sorting by aircraft registration will firstly group them by registration and then by date within each registration. | ||
+ | |||
+ | === CO2 emission calculation columns === | ||
+ | |||
+ | In scope ' | ||
+ | |||
+ | The calculations are performed as per below: | ||
+ | |||
+ | {{: | ||
+ | |||
+ | |||
+ | -------- | ||
+ | ==== Positioning scope ==== | ||
+ | |||
+ | [{{ : | ||
+ | |||
+ | When adding a new report, Leon will show a pop-up window where you will need to select a **Scope**: either ' | ||
+ | |||
+ | {{: | ||
+ | |||
+ | By selecting a scope ' | ||
+ | |||
+ | ----- | ||
+ | |||
+ | ==== Flights Aggragated Statistics scope ==== | ||
+ | |||
+ | [{{ : | ||
+ | |||
+ | **Flights Aggregated Statistics** report allows creating the reports with the data combined from a number of measurements. | ||
+ | |||
+ | In order to create such a report, choose the ' | ||
+ | |||
+ | {{: | ||
+ | |||
+ | Once you open the report, there are different available data comparing to ' | ||
+ | |||
+ | Looking at the **' | ||
+ | |||
+ | * **Flights count** | ||
+ | * **Block time [JL] [AVG]** | ||
+ | * **Block time [JL] [SUM]** | ||
+ | * **Block time [Plan] [AVG]** | ||
+ | * **Block time [Plan] [SUM]** | ||
+ | |||
+ | [{{ : | ||
+ | |||
+ | Once you chose the ' | ||
+ | |||
+ | * **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 {{: | ||
+ | |||
+ | The data displayed can be **grouped by**: | ||
+ | |||
+ | * **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. | ||
+ | |||
+ | |||
+ | The {{: | ||
+ | |||
+ | * **Aircraft** - fleet tails. | ||
+ | * **Aircraft type** - fleet types. | ||
+ | * **Clients** - type client' | ||
+ | * **Excluded clients** - select client/ | ||
+ | * **Journey Log** - viewing flights with added Journey Log only. | ||
+ | |||
+ | |||
+ | --------------- | ||
+ | ==== 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 report** allows creating the reports for the whole trips, rather than single flights. | ||
+ | |||
+ | To create this report you need to select option ' | ||
+ | |||
+ | {{: | ||
+ | |||
+ | The columns in this report contain basic trip details as well as elements of the quotation including Taxes. | ||
+ | |||
+ | This report is suitable for the Sales teams who would like to see the details of the trips performed by the operator. | ||
+ | |||
+ | |||
+ | ----------------------------------------- | ||
+ | ==== 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 ==== | ||
+ | |||
+ | |||
+ | |||
+ | To make it easier to generate a **FTL** report, we have added a separate **FTL duty scope** showing strictly FTL data. | ||
+ | |||
+ | In the main Wizard report page click {{: | ||
+ | |||
+ | [{{ : | ||
+ | |||
+ | {{: | ||
+ | |||
+ | 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**, | ||
+ | |||
+ | You can use the **filter** to limit data to particular crew member/ | ||
+ | |||
+ | |||
+ | [{{ : | ||
+ | === Filtering by Crew member status === | ||
+ | |||
+ | We have added an option to filter by **' | ||
+ | |||
+ | There are **3 options** available to filter Crew members: | ||
+ | |||
+ | * **Active** | ||
+ | * **Inactive** - applies to Crew with 'Can log into Leon' checkbox unticked in the User profile | ||
+ | * **Deleted** - applies to Crew with ' | ||
+ | |||
+ | All the elements of the filter work on ' | ||
+ | ----- | ||
+ | |||
+ | ==== Invoices scope ==== | ||
+ | |||
+ | [{{ : | ||
+ | |||
+ | **Invoices** are important part of each Sales department of any company. We have added an additional ' | ||
+ | |||
+ | In the main **WIZARD REPORT** page click {{: | ||
+ | |||
+ | {{: | ||
+ | |||
+ | |||
+ | |||
+ | Use the icon {{: | ||
+ | |||
+ | Use the icon {{: | ||
+ | |||
+ | [{{ : | ||
+ | |||
+ | **Once the Invoice document is sent** to a Client, the ' | ||
+ | |||
+ | {{: | ||
+ | |||
+ | **The file is available on the server for a limited time only due to AWS restrictions.** | ||
+ | |||
+ | === Currency Converter filter in scope INVOICES === | ||
+ | |||
+ | We have added the ' | ||
+ | |||
+ | This filter allows converting the amount displayed in the 'Total Gross' column from the currency selected in ' | ||
+ | |||
+ | 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/ | ||
+ | |||
+ | ---- | ||
+ | |||
+ | ==== Quote scope ==== | ||
+ | |||
+ | [{{ : | ||
+ | |||
+ | The new scope **Quote** has been added to make easier generating a report with all relevant details of quotes. | ||
+ | |||
+ | In the main **WIZARD REPORT** page click {{: | ||
+ | |||
+ | {{: | ||
+ | |||
+ | 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. | ||
+ | |||
+ | Use the icon {{: | ||
+ | |||
+ | Use the icon {{: | ||
+ | |||
+ | 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** | ||
+ | |||
+ | |||
+ | ---- | ||
+ | |||
+ | ==== Crew Roster scope ==== | ||
+ | |||
+ | This new scope allows generating reports strictly based on **duties added in the roster** (in both: Crew Duties and Crew Panel sections). | ||
+ | |||
+ | To add it, go to main Wizard page, click {{: | ||
+ | |||
+ | {{: | ||
+ | [{{ : | ||
+ | Once it's selected, Leon will show a few default columns - use left-hand filter to either add more columns, or to remove not needed ones. | ||
+ | |||
+ | === Columns === | ||
+ | |||
+ | This new scope' | ||
+ | |||
+ | === Filtering options === | ||
+ | |||
+ | Use the icon {{: | ||
+ | |||
+ | {{: | ||
+ | |||
+ | Use the icon {{: | ||
+ | |||
+ | ---- | ||
+ | |||
+ | |||
+ | ==== 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 ==== | ||
+ | |||
+ | It is possible to generate a long-period reports in Wizard, for more than **90 days**. | ||
+ | |||
+ | 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. | ||
+ | |||
+ | Click a blue button {{: | ||
+ | |||
+ | Once the report publication is done Leon shows ' | ||
+ | |||
+ | {{: | ||
+ | |||
+ | You can **delete** such report by clicking on the {{: | ||
+ | |||
+ | ---- | ||
+ | |||
+ | ===== Sending schedule functionality ===== | ||
+ | |||
+ | [{{ : | ||
+ | |||
+ | 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 2 files attached: **Excel, CSV & PDF**. | ||
+ | |||
+ | ==== Setting up ==== | ||
+ | |||
+ | Before sending any schedule, some setting up is required. | ||
+ | |||
+ | First step is defining **email templates** for this panel, in a section Settings > Email Templates. Here you need to click {{: | ||
+ | |||
+ | {{: | ||
+ | |||
+ | You can add multiple email templates - they all will be stored in a section ' | ||
+ | |||
+ | {{: | ||
+ | ==== Sending schedule ==== | ||
+ | [{{ : | ||
+ | |||
+ | In the main Report Wizard page, edit a report that should be sent frequently and click a button {{: | ||
+ | |||
+ | 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 type recipient' | ||
+ | |||
+ | {{: | ||
+ | |||
+ | It is possible to choose between **3 types of frequency**: | ||
+ | |||
+ | * **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 basis. Option 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) | ||
+ | |||
+ | All times in **Hours** dropdown are in **UTC**. | ||
+ | |||
+ | {{: | ||
+ | |||
+ | **Email template** drop-down box shows pre-defined templates from 'Email templates' | ||
+ | |||
+ | {{: | ||
+ | |||
+ | **' | ||
+ | |||
+ | |||
+ | |||
+ | All reports with sending rules defined, in the main Report Wizard page, will have an indication of a **clock-icon**. | ||
+ | |||
+ | {{: | ||
+ | |||
+ | ---- | ||
+ | |||
+ | ===== Filters ===== | ||
+ | |||
+ | |||
+ | |||
+ | **Calendar** | ||
+ | |||
+ | In the top-right corner you can find date-selector where you can use either a button {{: | ||
+ | |||
+ | |||
+ | |||
+ | **Data filter** | ||
+ | |||
+ | By clicking the {{: | ||
+ | |||
+ | 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: | ||
+ | |||
+ | [{{ : | ||
+ | |||
+ | [{{ : | ||
+ | |||
+ | {{: | ||
+ | |||
+ | or, you can simply enter a value (i.e. Flight number/ | ||
+ | |||
+ | {{: | ||
+ | |||
+ | 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 ===== | ||
+ | |||
+ | [{{ : | ||
+ | [{{ : | ||
+ | [{{ : | ||
+ | |||
+ | It is now possible to show various **charts** in **WIZARD REPORT**. | ||
+ | |||
+ | You can show various charts, by using [[http:// | ||
+ | |||
+ | The below example shows wide range of possibilities of this feature. | ||
+ | |||
+ | The screenshot on the right shows how Wizard Report can generate a ' | ||
+ | |||
+ | You can choose the width & the height of the chart by changing items: width=xxx, height=xxx | ||
+ | |||
+ | {{: | ||
+ | |||
+ | You can also create such report **per a client** and it can be displayed as i.e. ' | ||
+ | |||
+ | --------------------------- | ||
+ | ===== Sharing reports ===== | ||
+ | |||
+ | [{{ : | ||
+ | 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. | ||
+ | |||
+ | ---------------------------- | ||
+ | |||
+ | ===== 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: | ||
+ | |||
+ | |||
+ | |||