Exporting search results

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Download the export file from the search summary

As a user I want to have access to export to CSV from the summary of a search made:

The user, as in any other role, will be able to export the search made in a document in CSV format.

  • Once the search is defined, the user will find next to the 'Reset' button, another CTA with the option to 'Export'
    • If the user selects it, a CSV document will be downloaded automatically to their device
    • The file will be named: LUM-Report-(company name)-(datetime).csv
      • The native download manager in the device will manage the rest

CSV details

Ideally, if the export includes several types of movements, these should be grouped in CSV by type, as follows:

Fields to be exported for expenses:- ## Fields to be exported for OUTBOUND (excluding expenses) and INBOUND movements:
- Transaction owner
- Expense management status
- Origin account
- Merchant name
- Merchant address
- Category
- Date
- Amount
- Currency
- Base amount
- Base currency
- Billable/Not billable
- Notes		 - Transaction owner
- Transfer status
- Origin account
- Destination account
- Beneficiary
- Concept
- Date
- Base amount
- Base currency

Updated 7 months ago