/
Allow user to export Fund and budget information for ledger

Allow user to export Fund and budget information for ledger

Owned by Dennis Bridges
Last updated: Mar 23, 2022

UXPROD-199 - Getting issue details... STATUS

UXPROD-3620 - Getting issue details... STATUS

Problem(s):

  1. Users are not easily able to export financial data to run financial reports without a reporting tool
  2. Users are not able to easily verify budget totals by exporting transactions to a spreadsheet
  3. Users are not able to export a summary of Ledger budget totals by group and Fund and expense class

Use Cases & Requirements:

RequirementStatusUse cases
Allow user to export all budgets for a Ledger without group information. Meaning one row per budget

PENDING

  • User needs to see activity and work with it by Ledger, Funds and expense classes for a given fiscal year
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

  • User needs to see and work with financial activity by Ledger, Groups, Funds and expense classes for a given fiscal year


Proposed workflow:


Questions:

Questions StatusConclusionsComments
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

UI Stories

key summary type created updated due assignee reporter priority status resolution
Refresh

MOD Stories

key summary type created updated due assignee reporter priority status resolution
Refresh

Related content