Report Wizard

Navigation: Reports → Wizard → New

Select groups on which statistics is going to be collected.

• Carrier;
• City;
• Country;
• Customer;
• Product;
• Product Category;
• Region;
• Supplier;
• User;
• Brand.

Add filter parameters separately or in combination of groups (by using 'and/or' operators).

Define report type: annual or generated by dates range.

Select types by

• Customer;
• Customer Mandatory;
• Order.

Invoiced date logics.

Layout and miscellaneous options (report header, output settings).

'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.

Data from grid is taken for exporting according to below selection.

• As displayed;
• As displayed without totals;
• Complete data sheet.

Saving report template. Read more...

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.