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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).

Date Range (report for a certain period)

'Use Grid' mode supports data export to Excel;
outputs the following information for a 'Date Range' report type:

  1. Selected categories code and name;
  2. Product name;
  3. Product code;
  4. Product category code;
  5. Product category name;
  6. Exp price;
  7. Invoice no;
  8. Invoice date;
  9. Invoice departure date;
  10. Order no;
  11. Customer code;
  12. Customer name;
  13. Dest. region code;
  14. Dest. region name;
  15. Dest. country code.

Year on Year (annual report)


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

Trace: • Report Wizard