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Table of Contents
Report Wizard
Navigation: Reports → Wizard → New
Wizard for Invoiced Data
Step 1 (Required)
Select groups on which statistics is going to be collected.
Step 2
Add filter parameters separately or in combination of groups (by using 'and/or' operators).
Step 3 (Required)
Define report type: annual or generated by dates range.
Year on Year Report Preview
Date Range Report Preview
Step 4
Select types by
- Customer;
- Customer Mandatory;
- Order.
Invoiced date logics.
Step 5 (Required)
Layout and miscellaneous options (report header, output settings).
- Year on Year (annual report):
- Date Range (report for a certain period):
Step 6
Saving report template. Read more...
Wizard for Land Arrangements
This is a prototype version!
All figures should be rechecked accurately, as it is quite a complicated job to calculate proper pricing based on a current segments logic.
To be improved by a request if needed.
All steps work common way as in 'Wizard for Invoiced Data', but figures are taken from segments and not from invoices.
In Step 4 the booking type and segment status are treated.
Report Preview