Admin User Story 12 - Expenditures Over a Period of Time Report

FEISystems / ca-adpq-prototype

CA ADPQ

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Admin User Story 12 - Expenditures Over a Period of Time Report #111

Closed cbgordon closed 7 years ago

cbgordon commented 7 years ago

As an administrator, I want to see a reports that allows me to view expenditures over a period of time, so I can be aware of order expenditure history within a specified date range

Acceptance Criteria: • Arrive at Reports Dashboard as an Administrator • See an "Expenditures Over a Period of Time" panel

Preview displays a preview of the report as a table (see preview below) for the current fiscal quarter • Click the panel opens the report in an overlay • Results appear as rows in a table view (in ascending order by date) with the following columns:
- Date
- Order #
- Total $ (for the order)
- Account (Department) • Column headers are sortable • The final row is labeled Total and displays the Total sum of the "Total $" column • Report header reads, "Expenditures Over [Start Date] - [End Date]" • User can filter in/out departments and adjust date ranges
- Start/End dates cannot be a future date See mock up -

Mikewilburn302 commented 7 years ago

Is there any input or filters?

Are the columns sortable?

ClaireReinken commented 7 years ago

Is there any input or filters? - The user should be able to enter a start and end date for the report

Are the columns sortable? - Ideally, this report should be in Excel or CSV so the user can sort columns as needed.

Mikewilburn302 commented 7 years ago

Does this mean that the report auto-exports? It is not visible within the application?

ClaireReinken commented 7 years ago

Does this mean that the report auto-exports? It is not visible within the application? - This report should be visible in the applicable with the ability to export the data to a .CSV or excel for further use.

Mikewilburn302 commented 7 years ago

So if the report is visible within the application, how is sorting being done? Or can it only be sorted once exported to Excel?

ClaireReinken commented 7 years ago

So if the report is visible within the application, how is sorting being done? Or can it only be sorted once exported to Excel? Sorting only done in Excel

davidatfei commented 7 years ago

"Start/End dates cannot be a future date" is not enforced. In fact, the initial date range is the current quarter, which will almost always include an end date in the future.

Report is returned as an html table. It can be printed. It can be sorted on the page. Export is accomplished on the raw data tab, where a csv consumable by Excel can be "Download"ed. Raw data download includes additional columns.