Ad Hoc Reporting Requirements

v1 / MVP

• User can export search results as a CSV file

• User can choose which fields to include in the CSV export

• User can export all values from all repeatable fields in records included in the search results

  • Results will be returned with all values from a record on a single line with ; and ^ for delimiters

• User can export search results from any record type

Open

Open

Post v1

Saved Searches / Views

• User can view a list of recent searches

• User can save a search

• User can administer a saved search (e.g. share, delete)

• User can search across record types

• User can create a custom search results view for one record type

• User can create a custom search results view across record types

• User can save a custom search results view

• User can administer a custom search results view (e.g. share, delete)

Ad Hoc Reporting

• User can choose to include all values or primary values from repeatable fields

• User can choose which records from a list of search results to export (vs. export all)

• User can choose format of export

• User can view exports in a queue

• User can administer exports in a queue (pause, cancel)