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Projects:Financial Reports Review/Trial balance report

Contents

Primary Filters

The following filters have been deleted:

As a result of removing Show selected level only, the primary filter section has been redesign to two column approach.

Primary Filters section

The following filters have been modified:

Account From/To filters
Account Selector

Dimensions

Sl.No Requirement Importance Status
1 Multiple Business Partner filter. Remove include all option. Must have completed
2 Multiple Product filter. Must have completed
3 Multiple Project filter. Must have completed
4 Group by option. Add a drop-down to select the dimension it is desired to group by: Business partner, Product, Project or none. Only one can be chosen. Must have completed
5 Possibility to hide the dimensions filter in order to maximize the results area. Nice to have completed


The following screenshot shows the new multiple selectors and the group by option. In the top-left corner there is an expand/collapse button to show/hide the dimensions filters.

Dimensions

Output

Num Requirement Importance Status
1 Improve html output.
  • Add needed modifications to group data based on the user selection.
  • Enhance the output when selecting Subaccount as account level.
    • Merge results: don't create a table for each account. Use the same approach as in other account levels.
    • Expan/Collapse button for displaying group by details.
  • Show a user friendly message when no data is found.
Must have completed
2 Improve pdf output.
  • Add needed modifications to group data based on the user selection.
  • Different template when selecting Subaccount:
    • For each SubAccount show business partner, product and project dimensions.
  • Move the group header when there is not enough space to print at least 2 entries.
  • Show a user friendly message when no data is found.
  • Optimize space used and ink wasted.
Must have completed
3 Create a xls report
  • Add the proper xls button to the toolbar.
  • Create a new template.
  • Different template when selecting Subaccount:
    • Show business partner, product and project dimensions.
    • Don't group data by dimensions.
  • Show a user friendly message when no data is found.
Must have completed
4 Group by drop-down
  • Only applies to html and pdf outputs.
  • Results are grouped by the account number and selected dimension.
  • If no dimension is selected group only by account number.
Must have completed

Logged issues to be considered

Solved:

Common issues related to all reports

Solved:

Other:

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