Allow user to export Fund and budget information for ledger

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):

  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:

Requirement

Status

Use cases

Requirement

Status

Use 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 

Status

Conclusions

Comments

Questions 

Status

Conclusions

Comments

What fields from each level are critical for export?

open





Work Breakdown Structure:

Features:

https://folio-org.atlassian.net/browse/UXPROD-199

https://folio-org.atlassian.net/browse/UXPROD-3620

UI Stories

key summary type created updated due assignee reporter priority status resolution
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MOD Stories

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