Export History Section

🧾 History

Date	Changes	Link	By
4th July 2024	Add an item on the side navbar Provide export history page	This PRD	Umam

📕 About

Context	Restaurant staff can export (generating the billing, package, voucher etc. report) and send to email to view the report (based on the certain period)
Problem	Sometimes, exporting the report need more time. we don't know the progress (is it sent or pending?)
Solution	Provide export history page to view the progress of export
Name of Feature	Export History Section
Objective	Add an item on the side navbar Provide export history page
Gains	Staff can monitor the progress of export generation Faster access to reports and download Real-time status updates on export generation provide clarity Detailed logs and statuses help in troubleshooting and tracking report issues
Pains	Develop the new feature might requires time and effort Staff might need training to understand and efficiently use the new feature
Figma Link	https://www.figma.com/design/ZkVeV8Qvd174j3Jfp9u90u/Export-History-Page?node-id=0-1&t=mrnDw6A3vvxfphyN-1
Available Platform	Web and Mobile
Sprint	TBD
Related PRD	Private (https://app.clickup.com/9003122396/docs/8ca1fpw-30456/8ca1fpw-35836)
Out of Scope	-

🎯 User Story & Requirement

User Story	Requirement
As a restaurant staff, i usually export the report and download it via email. but for exporting the report sometimes need more time. i need to check the progress of the export. Flow : Login ➝ Side Navbar ➝ Export History	On the navbar, add an item `Export History` Icon `Export History` Title

Provide export history page

User Story Requirement

After i clicked the export history item on the side navbar. i will be redirected to export history page.

Full View :

Filter :

Table : There are some elements
Header (Only change the title to Export History)
Search Feature
Search by Report name (Placeholder Report Name)
Filters
Report ID input form
Report Name input form
Report Type dropdown
Booking
Voucher
Package
Billing
Analytics
Created at
Start Date Form
End Date Form
Finished at
Start Date Form
End Date Form
Status dropdown
On queue (label)
Still pending or not generated yet
In Progress (label)
Still generating
Done (label)
Table
For table, there are some columns
Report ID
Report Name
Report Type
Booking
Voucher
Package
Billing
Analytics
Created at
Date of submitting/exporting
Example : July 5, 2024, 2:30 PM
Finished at
Date of successfully sent/done
Example : July 5, 2024, 2:30 PM
Status
On queue (label)
Still pending or not generated yet
In Progress (label)
Still generating
Done (label)
Action
Download Button (provide button if the status is Done)

User Story	Requirement
After i clicked the export history item on the side navbar. i will be redirected to export history page. Full View : Filter : Table :	There are some elements Header (Only change the title to `Export History`) Search Feature Search by Report name (Placeholder `Report Name`) Filters `Report ID` input form `Report Name` input form `Report Type` dropdown `Booking` `Voucher` `Package` `Billing` `Analytics` `Created at` `Start Date` Form `End Date` Form `Finished at` `Start Date` Form `End Date` Form `Status` dropdown `On queue` (label) Still pending or not generated yet `In Progress` (label) Still generating `Done` (label) Table For table, there are some columns `Report ID` `Report Name` `Report Type` `Booking` `Voucher` `Package` `Billing` `Analytics` `Created at` Date of submitting/exporting Example : `July 5, 2024, 2:30 PM` `Finished at` Date of successfully sent/done Example : `July 5, 2024, 2:30 PM` `Status` `On queue` (label) Still pending or not generated yet `In Progress` (label) Still generating `Done` (label) `Action` `Download` Button (provide button if the status is `Done`)

❓ FAQ

Question	Answer
How about group login?	It should be provided on this PRD : Private (https://app.clickup.com/9003122396/docs/8ca1fpw-30456/8ca1fpw-35836) Add branch field on the export section Add branch field on the filter section

Keyboard shortcuts