🏠 Overview › 👥 User Roles ›📖 Select Reporting Period for Bufdir Export

Select Reporting Period for Bufdir Export

Coordinators must submit periodic reports to Bufdir documenting peer mentor activity within their organization. Before generating the report, they need to define the reporting window. This story covers the period selection screen with preset options (Q1, Q2, H1, full year, etc.) and a custom date range picker. A live record count banner shows how many activities fall within the selected period, giving the coordinator confidence before proceeding. The period validator ensures the selected range meets Bufdir's minimum reporting requirements and flags periods with insufficient data.

CRITICAL story-bufdir-reporting-export-organization-admin-001 5 pts
5
Story Points
Critical
Priority
Bufdir Reporting & Export
Feature

User Story

As a Organization Administrator
I want to select a reporting period (using presets like quarterly or annually, or a custom date range) and see the record count before committing to an export
So that I can ensure I am exporting the correct time window and have sufficient data before generating the official Bufdir report

Acceptance Criteria

  • Given I am on the Bufdir export flow, when I open the period selection screen, then I see a list of preset periods (current quarter, last quarter, current year, last year, custom range)
  • Given I select a preset period, when the selection is confirmed, then a record count banner shows the number of activities within that period
  • Given I choose a custom date range, when I set start and end dates, then the picker validates the range and shows a record count for those dates
  • Given the selected period has zero activities, when I try to proceed, then a validation warning is displayed and I cannot advance to the preview step
  • Given I have selected a valid period with data, when I tap Continue, then I am taken to the Bufdir preview screen with the period context loaded

Business Value

Bufdir funding is contingent on accurate, timely reports. Allowing coordinators to confidently select and validate their reporting window before submission reduces errors, prevents re-submissions, and ensures the organization maintains its funding eligibility. Preset periods align with Bufdir's standard reporting cycles, reducing the cognitive load on coordinators.

Components

Bufdir Reporting & Export
Related Feature
Organization Administrator
User Role