🏠 Overview › 👥 User Roles ›📖 Select Reporting Period Using Preset Options

Select Reporting Period Using Preset Options

Coordinators need to generate Bufdir reports regularly, often for standard time windows aligned with grant cycles and Norwegian government reporting requirements. A preset list reduces friction and minimizes the chance of entering incorrect date boundaries. The period selection screen should display recognized presets prominently, allow a single tap to confirm the selection, and immediately show how many activity records fall within the selected window before the coordinator proceeds to export.

CRITICAL story-bufdir-report-period-selection-organization-admin-001 5 pts
5
Story Points
Critical
Priority
Bufdir Report Period Selection
Feature

User Story

As a Organization Administrator
I want to select a Bufdir reporting period from a list of common presets such as current quarter, previous quarter, or current year
So that I can quickly define the date range for my report without manually entering dates every time

Acceptance Criteria

  • Given the coordinator navigates to the Bufdir report period selection screen, when the screen loads, then a list of period presets is displayed including at least: Current Quarter, Previous Quarter, Current Year, Previous Year, Last 6 Months
  • Given the coordinator taps a preset, when the preset is selected, then the start and end dates are automatically populated and a record count banner updates to show the number of matching activity records
  • Given the coordinator has selected a preset, when they confirm the selection, then the system stores the chosen period and navigates to the next step in the report generation flow
  • Given no activity records exist for the selected period, when the preset is chosen, then the record count banner displays zero and the coordinator is warned before proceeding

Business Value

Bufdir reporting is a mandatory government obligation for all four organizations. Offering preset periods removes the single biggest source of date-entry errors, directly reducing the time coordinators spend on administrative reporting tasks and ensuring compliance with grant cycle deadlines. This directly addresses the workshop finding that organizations spend excessive time on Bufdir reporting and want a one-button export experience.

Components

Bufdir Report Period Selection
Related Feature
Organization Administrator
User Role