Page Comparison

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• (in export flow) selection of “All transactions” as export type

• (in export flow) ability to select / clear individual or all revenue types (including custom revenue types)

• (in export flow) ability to select / clear individual or all expense types (including custom expense types)

• Table with the following headers

  • Transaction: Customer for revenue, Item name for expense

  • Type

  • Date

  • Amount

• Lines for each transaction that meets the filter criteria

• Exports as xlsx

Nice-to-have:

• Ability (in export flow) ability to select PDF or Excel as export format

• Header Secondary tab that includes:

  • Farm name

  • Run date / time

  • Active filters

User interaction and design

Loic Sans

Can either By default, the export flow should use the existing filter criteria applied on Finances dashboard or use criteria specifically set . This can be overridden as part of an export flow.

Questions and answers

Out of scope

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