Allow user to export Fund and budget information for ledger
https://folio-org.atlassian.net/browse/UXPROD-199
https://folio-org.atlassian.net/browse/UXPROD-3620
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: