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updates:report-wizard-new-features-introduced

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updates:report-wizard-new-features-introduced [2020/02/14 15:05]
updates:report-wizard-new-features-introduced [2020/02/14 15:12]
rafal
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 +====== Report Wizard ======
  
 +We have introduced the following features in the Report Wizard:
 +
 +  - **'Edit Template' function**
 +  - **Additions to scope TRIP**
 +  - **Currency Converter filter in scope INVOICES**
 +
 +
 +=== 'Edit Template' function ===
 +
 +[{{ :leon:report-wizard:Edit template HTML.png?300|Edited version of the 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:
 +
 +  * adding logo
 +  * changing the column 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
 +
 +-----------
 +
 +=== Additions to scope TRIP ===
 +
 +We have added the following in the scope 'TRIP":
 +
 +  - Descriptions of Taxes breakdown have been simplified
 +  - For Italian Luxury Tax we added 'bands' in the description: 'Band A' up to 1500km and 'Band B' for over 1500km 
 +  - 'Quote Request' and 'Aircraft' columns have been added
 +
 +---------------
 +[{{ :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
updates/report-wizard-new-features-introduced.txt · Last modified: 2020/02/14 15:12 by rafal