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Task #844

open

Epic #786: Square Payment Gateway Integration

Feature #836: Payment Reporting & Analytics

Export Functionality (CSV/Excel)

Added by Redmine Admin about 2 months ago. Updated about 1 month ago.

Status:
Ready for Client
Priority:
Normal
Assignee:
-
Start date:
04/22/2026
Due date:
% Done:

0%

Estimated time:

Description

Allow users/admins to export reports:

Transaction report
Financial summary
Reconciliation report

Support formats:

PDF
Excel

Actions #1

Updated by Deeksha Singh about 1 month ago

Module: Export Functionality (CSV/Excel/PDF)

TC_ID_EXPORT_01
Title: Verify user can export transaction report
Preconditions: Report available
Steps:

Select transaction report
Export file
Test Data: transaction report
Expected Result: File is downloaded successfully

TC_ID_EXPORT_02
Title: Verify user can export financial summary report
Preconditions: Report available
Steps:

Select financial summary
Export file
Test Data: financial summary
Expected Result: File is downloaded successfully

TC_ID_EXPORT_03
Title: Verify user can export reconciliation report
Preconditions: Report available
Steps:

Select reconciliation report
Export file
Test Data: reconciliation report
Expected Result: File is downloaded successfully

TC_ID_EXPORT_04
Title: Verify export works in PDF format
Preconditions: Export option available
Steps:

Export report in PDF
Test Data: PDF
Expected Result: File downloaded in PDF format

TC_ID_EXPORT_05
Title: Verify export works in Excel format
Preconditions: Export option available
Steps:

Export report in Excel
Test Data: Excel
Expected Result: File downloaded in Excel format

TC_ID_EXPORT_06
Title: Verify exported file contains correct report data
Preconditions: Report generated
Steps:

Export report
Open file
Test Data: report data
Expected Result: File contains correct and complete data

TC_ID_EXPORT_07
Title: Verify export functionality works for different report types
Preconditions: All reports available
Steps:

Export each report
Test Data: transaction, financial summary, reconciliation
Expected Result: All reports exported correctly

Actions #2

Updated by Abhishek Thakur about 1 month ago

  • Status changed from New to Ready for Client
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