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There’s no way for farmers to understand the detailed revenues and expenses without navigating to different pages. There’s no “holistic” view. By exporting an income statement (as an xlsx) we give them the details - a way to see all the categories that go into revenues and expenses, a way to manipulate them in a spreadsheet themselves, and a way to move that data into more powerful financial tools such as quickbooks.
Assumptions
Functional Requirements:
Must-have:
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Header for report including things like Farm name, date report was run, and active filters
Be able to define criteria for which revenues and expenses are included or excluded
Categories of revenues / expenses
Be able to optionally define a tax rate or static tax amount to be deducted from Gross profit
Net profit section