> ## Documentation Index
> Fetch the complete documentation index at: https://docs.planeconnection.com/llms.txt
> Use this file to discover all available pages before exploring further.
# How to Create Custom Reports
> Build custom reports, explore available report categories, apply filters, and export data in the operations reports module.
The Operations module must be enabled for your workspace. You also need the appropriate operations
permissions. Contact your workspace administrator if you cannot access these features.
PlaneConnection provides over 40 built-in reports across six categories, plus a custom report builder for ad-hoc analysis. This guide covers navigating the reports hub, using built-in reports, and building custom reports.
## Report Categories
Navigate to **Ops > Reports** to access the reports hub. Reports are organized into six categories:
Reports focused on flight activity and trip logs.
| Report | Description |
| ----------------------- | -------------------------------------------------------------------------- |
| Flight Logs | All completed trip legs with date, route, aircraft, crew, and flight time. |
| Flight Log by Leg | Detailed departure, arrival, times, duration, crew, and aircraft per leg. |
| Flight Summary | Monthly summary of flight activity with trip counts and hours. |
| Flights Removed | Log of removed flights with reason and removed-by info. |
| Locations Visited | Airport visit counts and last visit dates. |
| Scheduled Calendar Legs | Calendar-style view of upcoming legs. |
Reports focused on fleet utilization and aircraft tracking.
| Report | Description |
| ----------------------- | --------------------------------------------------------------------------- |
| Aircraft Legs | Flight legs grouped by aircraft showing utilization, total legs, and hours. |
| Aircraft Fleet Totals | Fleet-wide totals for hours, cycles, and landings. |
| Aircraft Logs | Individual aircraft log entries and history. |
| Aircraft Monthly Totals | Monthly breakdown of aircraft hours and cycles. |
| Aircraft Time Chart | Visual timeline of aircraft utilization. |
| Aircraft Usage Totals | Summary of aircraft usage by type and period. |
| Annual Utilization | Year-over-year aircraft utilization comparison. |
Reports focused on crew scheduling, currency, and duty time.
| Report | Description |
| --------------------- | ------------------------------------------------------------------------ |
| Crew Currency | Crew qualification and currency status: medical, BFR, IPC, type ratings. |
| Crew Schedule Summary | Crew duty assignments, flight hours, and rest compliance. |
| Pilot Completed Legs | Completed flight legs per pilot. |
| Pilot Scheduled Legs | Upcoming scheduled legs per pilot. |
| Pilot Times Chart | Visual chart of pilot flight time accumulation. |
| Duty Time Gantt | Gantt chart of crew duty and rest periods. |
Reports focused on maintenance tracking and forecasting.
| Report | Description |
| ------------------- | ---------------------------------------------------------------------------------- |
| Maintenance Summary | Due items overview grouped by aircraft with overdue, due soon, and current counts. |
| Due Items | Detailed list of upcoming maintenance items with status and priority. |
| Aircraft Forecasts | Projected maintenance needs based on utilization trends. |
| Aircraft Tracking | Current aircraft locations and tracking history. |
Reports focused on costs, invoicing, and tax compliance.
| Report | Description |
| ----------------------- | ----------------------------------------------- |
| Expense Summary | Operating expenses by category and period. |
| Operating Costs | Per-hour and per-leg operating cost analysis. |
| Invoice Status | Invoice status breakdown by amount and aging. |
| Owner Usage Summary | Aircraft usage summary per owner. |
| Owner Company Briefing | Executive briefing for aircraft owners. |
| Flight Tax Systems | SIFL rates and personal use tax calculations. |
| SIFL Rates | Standard Industry Fare Level rates reference. |
| Contract Fuel Receipts | Contract fuel purchase receipts and savings. |
| Contract vs Retail Fuel | Comparison of contract vs. retail fuel pricing. |
Passenger reports, documents, audit logs, data exports, and custom reports.
| Report | Description |
| ------------------------ | ------------------------------------------------------- |
| Passenger Completed Legs | Completed legs per passenger. |
| Passenger Scheduled Legs | Upcoming scheduled legs per passenger. |
| Passenger Usage Totals | Total flight usage per passenger. |
| Documents | Document inventory by name, type, and category. |
| Delete Logs | Audit trail of deleted items. |
| Data Exports | Export data in CSV, PDF, or Excel format. |
| Custom Report | Build a custom report with field selection and filters. |
Use the search bar at the top of the reports hub to quickly find a report by name or description.
## Build a Custom Report
The custom report builder allows you to select specific fields, apply filters, and generate ad-hoc reports that are not covered by the built-in options.
### Step 1: Open the custom report builder
Navigate to **Ops > Reports** and click the **Custom Report** card in the Other Reports section. You can also navigate directly to `Reports > Custom > Create`.
### Step 2: Select data source and fields
Choose the primary data source for your report (trips, legs, aircraft, crew, passengers, or maintenance). Then select the fields you want to include as columns in the report output.
### Step 3: Apply filters
Add filter conditions to narrow the data:
* **Date range** -- filter by departure date, creation date, or completion date.
* **Aircraft** -- filter by specific tail numbers or aircraft types.
* **Crew** -- filter by specific crew members or roles.
* **Status** -- filter by trip status, leg status, or maintenance status.
* **Trip type** -- filter by charter, owner, maintenance, positioning, or training.
### Step 4: Preview and generate
Click **Preview** to see a sample of the report output. Review the columns and data to verify the report matches your needs. Click **Generate** to produce the full report.
### Step 5: Export the results
Once generated, export the report in your preferred format:
* **CSV** -- for spreadsheet analysis and data processing.
* **PDF** -- for printing and formal distribution.
* **Excel** -- for advanced analysis with formatting preserved.
## Filtering and Export Options
All built-in reports support common filtering and export capabilities:
| Feature | Description |
| --------------------- | --------------------------------------------------------------------------------------- |
| **Date range picker** | Filter report data to a specific date range. Most reports default to the current month. |
| **Aircraft filter** | Narrow results to one or more specific aircraft. |
| **Search** | Full-text search within report results. |
| **Column sorting** | Click column headers to sort ascending or descending. |
| **CSV export** | Download the current view as a CSV file. |
| **PDF export** | Generate a formatted PDF of the report. |
| **Print** | Print the report directly from the browser. |
Report data respects your workspace permissions. You will only see data for aircraft and trips you
have access to based on your role and any aircraft scoping rules applied to your account.
## Related
General guide to running and interpreting operations reports.
Interactive analytics dashboards for operations data.
Trip status definitions used in report filters.
Aircraft status definitions used in fleet reports.