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leon:report-wizard [2020/02/14 13:57] rafal ['Edit Template' function] |
leon:report-wizard [2022/02/11 07:56] bartek [Sending schedule] |
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====== REPORT WIZARD ====== | ====== REPORT WIZARD ====== | ||
- | [{{ :leon: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....). | **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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Report Wizard is available in a section **Reports**, | 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: | ||
+ | |||
+ | {{: | ||
---- | ---- | ||
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- | To create a new report click {{: | + | To create a new report click {{: |
- | You can use a field ' | + | |
+ | {{: | ||
+ | |||
+ | 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 shows **7** default columns: | + | When creating a new report Leon applies set of default columns. Taking scope ' |
* **DATE ADEP Plan UTC** | * **DATE ADEP Plan UTC** | ||
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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 {{: | |
- | 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 {{: | 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: | ||
+ | |||
+ | {{: | ||
< | < | ||
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==== 'Edit Template' | ==== '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' | ||
+ | |||
+ | {{: | ||
+ | |||
- | 'Edit template' | + | ----------- |
==== Personal reports ==== | ==== Personal reports ==== | ||
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---- | ---- | ||
+ | [{{ : | ||
+ | ==== Flights scope ==== | ||
- | ==== Positioning | + | 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 | ||
[{{ : | [{{ : | ||
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----- | ----- | ||
- | ==== Flights Aggragated Statistics | + | ==== Flights Aggragated Statistics |
[{{ : | [{{ : | ||
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--------------- | --------------- | ||
- | ==== Trips Report | + | ==== Trips scope ==== |
[{{ : | [{{ : | ||
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+ | [{{ : | ||
+ | === 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 ' | ||
----- | ----- | ||
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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/ | ||
---- | ---- | ||
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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. | 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)' | ||
+ | |||
+ | ------------- | ||
==== Long-period reports ==== | ==== Long-period reports ==== | ||
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Click a blue button {{: | Click a blue button {{: | ||
- | Once the report publication is done Leon shows ' | + | Once the report publication is done Leon shows ' |
- | {{: | + | {{: |
You can **delete** such report by clicking on the {{: | You can **delete** such report by clicking on the {{: | ||
+ | |||
+ | ---- | ||
+ | |||
+ | ===== Sending schedule ===== | ||
+ | |||
+ | [{{ : | ||
+ | |||
+ | 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 | ||
+ | |||
+ | 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 ===== | ===== Filters ===== | ||
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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 ===== | ||
+ | [{{ : | ||
+ | [{{ : | ||
+ | [{{ : | ||
+ | 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 ===== | ===== Sharing reports ===== | ||
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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. | The functionality is mainly aimed at Customers who wish to export data from Leon to various BI systems including Google Data Studio and Qlik. | ||
+ | ---------------------------- | ||