Allow users to create customer CSV downloads.

1 votes

Currently, in the system, in order to create a custom CSV download for import into a third party system. users have to get the development team to write a custom report.

I would like users to be able to create their own CSV downloads in the format they prefer.

How this would world is, from the Reports screen, a user can 'Create custom report'. They are presented with a form which asks them for the type of report they want to create chosing from ...

- invoice
- purchase order
- purchase order item
- supplier
- payment

Having selected the type, the user would then be presented with a textarea where they could define the format of the file. The input would be validated to available column types in the database. This cold work in a similar fashion to how we allow users to create customer Purchase Order number formats.

The columns available would be dependent on the type of report being generated (invoice, payment purchase order etc).

Under consideration Suggested by: James Kennedy Upvoted: 09 Nov, '22 Comments: 0

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