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leon:report-wizard [2022/01/25 15:43]
rafal [Reservations scope]
leon:report-wizard [2024/01/03 16:33]
marek [Sharing reports]
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-=== Adding custom fields to available data ===+==== Adding custom fields to available data ====
  
 [{{ :leon:report-wizard:Adding elements 2.png?200|Option to add custom fields}}] [{{ :leon:report-wizard:Adding elements 2.png?200|Option to add custom fields}}]
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 --------------- ---------------
 +==== HIL scope ====
 +[{{ :leon:report-wizard:hil_report.png?nolink&400|Example of HIL report}}]
 +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 ====
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 ----------------------------------------- -----------------------------------------
 +==== Simulator ====
 +[{{ :leon:report-wizard:simulator_scope_-_overview.png?200|'Simulator' scope based report}}]
 +**Simulator** scope allows creating the reports based on the Simulators added in Leon.
  
 +To create this report you need to select option 'Trip' in a 'Scope' dropdown list:
 +
 +{{:leon:report-wizard:add_scope_sim.png?nolink|}}
 +
 +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, and currencies.
 +
 +---------------
 +==== 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/block times
 +  * Contract details
 +  * Crew members
 +  * Client
 +
 +-----
 ==== FTL Duty scope ==== ==== FTL Duty scope ====
  
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 ------------- -------------
 +
 +==== 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.
 +
 +{{:leon:report-wizard:scope_selection.png?nolink|}}
 +
 +[{{ :leon:report-wizard:pdf_format.png?200|Multi-scope report in PDF format}}]
 +
 +[{{ :leon:report-wizard:html_edition.png?200|Editing the report in HTML}}]
 +
 +On the main page Leon shows scopes on the **menu bar**, available to be selected & configured separately.
 +
 +
 +
 +{{:leon:report-wizard:scope_select_on_menu_bar.png?nolink|}}
 +
 +
 +
 +Once the report is set up & saved, when exporting it to Excel, Leon will show each scope as a **separate tab** {{:leon:report-wizard:excel_tabs.png?nolink|}} showing previously configured columns & data.
 +
 +The **PDF** format will show scopes one after another. Each multi-scope report's template can be edited in **HTML** or **Excel** and adjusted (see screenshots on the right).
 +
 +
 +
 +
 +
 +
 ==== Long-period reports ==== ==== Long-period reports ====
  
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 ---- ----
  
-===== Sending schedule =====+===== Sending schedule functionality =====
  
 [{{ :leon:report-wizard:Sending1.png?200|Sending Schedule main window}}] [{{ :leon:report-wizard:Sending1.png?200|Sending Schedule main window}}]
  
-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 & PDF**.+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 ==== ==== Setting up ====
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   * **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   * **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   * **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**. All times in **Hours** dropdown are in **UTC**.
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 {{:leon:report-wizard:templates in popup.png?nolink|}} {{:leon:report-wizard:templates in popup.png?nolink|}}
  
-----+**'Don't send empty reports'** option allows excluding empty reports from being automatically sent. 
 + 
  
 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**.
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 [{{ :leon:reports:share option.jpg?200| Sharing tool in Report Wizard}}] [{{ :leon:reports:share option.jpg?200| Sharing tool in Report Wizard}}]
 In the top-right corner of the report screen, under the sharing icon: {{:leon:reports:share icon.jpg|}} a URL link can be generated. By Clicking {{:leon:report-wizard:share link.jpg|}} and entering the short name of the report, Leon will generate a link, which when inserted into the web address belt of the browser, will download the csv file with the content of the report.  In the top-right corner of the report screen, under the sharing icon: {{:leon:reports:share icon.jpg|}} a URL link can be generated. By Clicking {{:leon:report-wizard:share link.jpg|}} and entering the short name of the report, Leon will generate a link, which when inserted into the web address belt of the browser, will download the csv file with the content of the report. 
 +
 +The link is constant - it doesn't change until it's removed. However, the data you get by using it is variable - you will always get the refreshed data, according to the report's time-range setting. 
  
 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. 
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 ---------------------------- ----------------------------
  
 +===== 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:report-wizard-a-new-report-will-be-shared-with-all-operators-by-leon|SIFL Report]]
  
  
  
  
leon/report-wizard.txt · Last modified: 2024/02/05 07:57 by rafal