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[Feature] Reports | Export Weekly Limit report #3170

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ariefgp opened this issue Oct 18, 2024 · 0 comments
Open

[Feature] Reports | Export Weekly Limit report #3170

ariefgp opened this issue Oct 18, 2024 · 0 comments
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ariefgp commented Oct 18, 2024

Related document:


As a manager, I want to export the Weekly Limit Report, so I can use the data in other tools or share it with stakeholders.

Note

1.1 Purpose

The Weekly Limit Report is designed to provide managers with comprehensive insights into their team's time allocations on a weekly basis. This feature aims to enhance productivity tracking, resource management, and adherence to established time limits within the organization.

1.2 Scope

This PRD outlines the requirements for implementing the Weekly Limit Report feature within our task and project management product. The report will be accessible to managers and will integrate with our existing time tracking functionality.

1.3 Definitions

  • Weekly Limit: The maximum number of hours a team member is allocated to work in a week.
  • Time Spent: The actual number of hours worked by a team member in a given period.
  • Percentage Used: The proportion of the weekly limit that has been utilized.
  • Remaining Hours: The number of hours left within the weekly limit.

Detailed Flow:

  1. Manager views the desired Weekly/Daily Limit Report data
  2. Manager selects the export option
  3. System prompts for export format choice (CSV, Excel or PDF)
  4. Manager selects desired format
  5. System generates and downloads the export file

Acceptance Criteria:

  • Export option is clearly visible and accessible
  • All CSV, Excel and PDF export formats are available
  • Exported data accurately reflects the current report view (including applied filters and groupings)
  • Excel and CSV export includes all data in a structured, readable format
  • PDF export is well-formatted and suitable for printing
  • Exported file name includes the report title and date range
  • System provides a success message after export is complete

Additional Information

image

Technical

Currently, we don't have API to export this report. We have to build/develop the API

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