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userdocs:travelwise:reporting:wizard:report_wizard [2014/09/10 03:57] dokuwiki_sync |
userdocs:travelwise:reporting:wizard:report_wizard [2016/08/29 00:24] (current) dokuwiki_sync |
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| {{:userdocs:travelwise:reporting:rw_step1.png?nolink|}} | {{:userdocs:travelwise:reporting:rw_step1.png?nolink|}} | ||
| - | * [[userdocs:travelwise:data_loading:general_data:flights#airlines|Carrier]]; | + | * [[userdocs:travelwise:data_loading:general_data:flights#airlines|Carrier]]*; |
| * [[userdocs:travelwise:data_loading:general_data:geo_places#citiesairports|City]]; | * [[userdocs:travelwise:data_loading:general_data:geo_places#citiesairports|City]]; | ||
| * [[userdocs:travelwise:data_loading:general_data:geo_places#countries|Country]]; | * [[userdocs:travelwise:data_loading:general_data:geo_places#countries|Country]]; | ||
| Line 17: | Line 17: | ||
| * [[userdocs:travelwise:getting_started:user_management|User]]; | * [[userdocs:travelwise:getting_started:user_management|User]]; | ||
| * [[userdocs:travelwise:getting_started:glossary?s[]=brand#brand|Brand]]. | * [[userdocs:travelwise:getting_started:glossary?s[]=brand#brand|Brand]]. | ||
| + | |||
| + | *When calculating carrier for invoice line, RW takes related flight documents. | ||
| + | It was discussed if RW should take carrier from invoice/offer header in case it is empty for the line, and decided not to do that, cos that would lead to ANY line having carrier (even hotel line). So carrier exists only for a line related to flight travel document. | ||
| ==== Step 2 ==== | ==== Step 2 ==== | ||
| Add filter parameters separately or in combination of groups (by using 'and/or' operators). | Add filter parameters separately or in combination of groups (by using 'and/or' operators). | ||
| - | {{:userdocs:travelwise:reporting:rw_step2.png?nolink|}} | + | {{:userdocs:travelwise:reporting:wizard:rw_step2.png?nolink|}} |
| ==== Step 3 (Required) ==== | ==== Step 3 (Required) ==== | ||
| Line 32: | Line 35: | ||
| ==== Step 4 ==== | ==== Step 4 ==== | ||
| - | {{:userdocs:travelwise:reporting:rw_step4.png?nolink|}} | + | {{:userdocs:travelwise:reporting:wizard:rw_4.png?nolink|}} |
| Select types by | Select types by | ||
| * Customer; | * Customer; | ||
| * Customer Mandatory; | * Customer Mandatory; | ||
| * Order. | * Order. | ||
| - | |||
| - | Invoiced date logics. | ||
| ==== Step 5 (Required) ==== | ==== Step 5 (Required) ==== | ||
| Line 45: | Line 46: | ||
| {{:userdocs:travelwise:reporting:wizard:rw_step5_n.png?direct|}} | {{:userdocs:travelwise:reporting:wizard:rw_step5_n.png?direct|}} | ||
| - | **//'Use Grid'// mode supports data export to Excel; | + | === Export to Excel Options=== |
| - | outputs the following information for a //'Date Range'// report type:** | + | //'Use Grid'// mode supports data export to Excel; |
| + | outputs the following information for a //'Date Range'// report type: | ||
| - Selected categories code and name; | - Selected categories code and name; | ||
| - Product name; | - Product name; | ||
| Line 61: | Line 63: | ||
| - Dest. region code; | - Dest. region code; | ||
| - Dest. region name; | - Dest. region name; | ||
| - | - Dest. country code. | + | - Dest. country code; |
| + | - Farebasis; | ||
| + | - //Passenger type// is collected from passengers or related flight tickets linked to each invoice line in the report. The field is blank when: passenger types are different in the Invoce line; there are no flight tickets linked. Other document type like vouchers and etc. are ignored. | ||
| + | - PNR Creation Date. Required location - in the end of the grid. It is picked from non-OZ flight segment related to flights tickets linked to each line in the Invoice. In case there are several PNRs in the same invocie line, then the earliest creation date is taken. When there are no flight tickets, the field is blank. | ||
| + | |||
| + | Data from grid is taken for exporting according to below selection. | ||
| + | * As displayed; | ||
| + | * As displayed without totals; | ||
| + | * Complete data sheet. | ||
| + | {{:userdocs:travelwise:reporting:wizard:rw_export.png?nolink|}} | ||
| - | {{:userdocs:travelwise:reporting:rw_date_range_grid.png?nolink|}} | ||
| === Year on Year (annual report) === | === Year on Year (annual report) === | ||
| Line 77: | Line 87: | ||
| All steps work common way as in 'Wizard for Invoiced Data', but figures are taken from segments and not from invoices. | All steps work common way as in 'Wizard for Invoiced Data', but figures are taken from segments and not from invoices. | ||
| + | |||
| + | The default //segment arrival date period// in //Step 3// is 1 year. | ||
| + | |||
| In **Step 4** the [[userdocs:travelwise:getting_started:glossary#booking_type_segment_typesegment| booking type]] and [[userdocs:travelwise:getting_started:glossary#segment_status|segment status]] are treated. | In **Step 4** the [[userdocs:travelwise:getting_started:glossary#booking_type_segment_typesegment| booking type]] and [[userdocs:travelwise:getting_started:glossary#segment_status|segment status]] are treated. | ||
| ==== Report Preview ==== | ==== Report Preview ==== | ||
| {{:userdocs:travelwise:reporting:rw_land_arrangements.png?nolink|}} | {{:userdocs:travelwise:reporting:rw_land_arrangements.png?nolink|}} | ||
