Is this improvement to an existing feature in the platform or a new feature?:
An Improvement - an improvement to an existing feature or function of the system
What problem is this feature or improvement solving?:
Currently, when operations has to report to investors on the number of organisations that were on boarded within a specifc period, operations has to manually count the number of organisations from the driver payment sheet.
Please describe the feature you want and how you see it working.:
On CC, under "Clients Mgt" > "Organisations", users shoud be able to export/extract an excel spreadsheet listing all organisations that exist on CC. Users would then be able to filter that spreadsheet by "Created on" dates and have a view of how many org profiles were onboarded over a specific period.
Please rate the urgency of this feature request/improvement::
Should have, for effective use of the platform.
What positive impact will having this feature have to LULA and our users?:
This improvement will eliminate the amount of manual work that ops has when reporting to investors on the number of organisations that were on boarded within a specifc period.
Which platform is this for?: Command Centre
What problem is this feature or improvement solving?: Currently, when operations has to report to investors on the number of organisations that were on boarded within a specifc period, operations has to manually count the number of organisations from the driver payment sheet.
Please describe the feature you want and how you see it working.: On CC, under "Clients Mgt" > "Organisations", users shoud be able to export/extract an excel spreadsheet listing all organisations that exist on CC. Users would then be able to filter that spreadsheet by "Created on" dates and have a view of how many org profiles were onboarded over a specific period.
Please rate the urgency of this feature request/improvement:: Should have, for effective use of the platform.
What positive impact will having this feature have to LULA and our users?: This improvement will eliminate the amount of manual work that ops has when reporting to investors on the number of organisations that were on boarded within a specifc period.
Feature Requested by:: Arsene Mwenze
┆Issue is synchronized with this Clickup task by Unito ┆Attachments: Organisations onboarded report template.xlsx