Allow user to export Fund and budget information for ledger
- Dennis Bridges
Owned by Dennis Bridges
UXPROD-199 - Getting issue details... STATUS
UXPROD-3620 - Getting issue details... STATUS
Problem(s):
- Users are not easily able to export financial data to run financial reports without a reporting tool
- Users are not able to easily verify budget totals by exporting transactions to a spreadsheet
- Users are not able to export a summary of Ledger budget totals by group and Fund and expense class
Use Cases & Requirements:
| Requirement | Status | Use cases |
|---|---|---|
| Allow user to export all budgets for a Ledger without group information. Meaning one row per budget | PENDING |
|
| Allow user to export all budgets for a Ledger by group. Meaning some budgets may appear in more than one row if assigned to more than one group. | PENDING |
|
Proposed workflow:
Questions:
| Questions | Status | Conclusions | Comments |
|---|---|---|---|
| What fields from each level are critical for export? | OPEN |
Work Breakdown Structure:
Features:
UXPROD-199 - Getting issue details... STATUS
UXPROD-3620 - Getting issue details... STATUS