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LCFS - Add "Download Excel" button for Compliance Reports #2121

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5 tasks
Grulin opened this issue Feb 27, 2025 · 0 comments
Open
5 tasks

LCFS - Add "Download Excel" button for Compliance Reports #2121

Grulin opened this issue Feb 27, 2025 · 0 comments
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Compliance Reporting High High priority ticket but not critical at this time Task Work that does not directly impact the user

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@Grulin
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Grulin commented Feb 27, 2025

Describe the task

  1. Add a "Download Excel" button to compliance reports on both the BCeID and IDIR sides.
  2. Implement to download a compliance report in Excel format, ensuring:
  • The report sections are saved as separate tabs in the Excel file.
  • The summary and declaration table is included.
  • The format follows the provided Excel template.

Purpose
To provide users with a structured, downloadable version of compliance reports in Excel format, improving accessibility, reporting, and data analysis capabilities.

Acceptance Criteria

  • "Download Excel" button is added in the correct location based on the wireframe.
  • Button is visible and functional for both BCeID and IDIR users.
  • Compliance report downloads as an Excel (.xlsx) file with:
  • Separate tabs for each section of the report.
  • The summary and declaration table in a dedicated tab.
  • Data is formatted as per the provided Excel template.
  • Validate that all required report data is correctly exported into the corresponding Excel tabs.
  • Test functionality across different browsers and user roles.

Additional context

  • Refer to the wireframe for button placement and design.
  • Ensure the Excel file format follows the provided template.
  • Supplemental reports would only show latest values in the report.

Compliance report template.xlsx

@Grulin Grulin added Compliance Reporting High High priority ticket but not critical at this time Task Work that does not directly impact the user labels Feb 27, 2025
@Grulin Grulin changed the title LCFS - Add "Download Excel" Functionality for Compliance Reports LCFS - Add "Download Excel" button for Compliance Reports Feb 27, 2025
@dhaselhan dhaselhan assigned dhaselhan and StuartGALL and unassigned dhaselhan Feb 27, 2025
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Labels
Compliance Reporting High High priority ticket but not critical at this time Task Work that does not directly impact the user
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