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  • Define a date range over which the financial statement should be generated (can be inherited from dashboard dates)

  • Export should include at least 3 sections and all matching revenues and expenses for those sections:

    • Revenues

      • Including both crop types sales and non-crop revenues

    • Expenses

      • Each category as a line item

    • Gross profit / loss (Revenues - Expenses)

  • Must export as xlsx

Nice-to-have:

  • Be able to export as pdf

  • 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

  • Persist metric around how often documents are exported by each farm

    • Simplest implementation could be just a count. More complicated might document type of document, applied filters, and base object attributes

User interaction and design

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