Ad Hoc Reporting Requirements

Owned by Megan Forbes
Apr 23, 2020
2 min read

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

 

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)