🏠 Overview › 👥 User Roles ›📖 Preview Bufdir Report Before Submission

Preview Bufdir Report Before Submission

After selecting a reporting period, the coordinator is shown a structured preview of the Bufdir report. The preview renders each required Bufdir section (activity categories, participant counts, geographic distribution, etc.) using the official Bufdir field structure. A validation summary banner highlights any fields that are missing or outside acceptable ranges. A period diff view compares the current report to the previous submission, helping coordinators identify anomalies. This preview step is a critical quality gate — it prevents erroneous submissions and costly correction cycles with Bufdir.

CRITICAL story-bufdir-reporting-export-organization-admin-002 8 pts
8
Story Points
Critical
Priority
Bufdir Reporting & Export
Feature

User Story

As a Organization Administrator
I want to preview the fully structured Bufdir report — including all required fields, section breakdowns, and a validation summary — before generating the final export file
So that I can catch data gaps or validation errors and fix them before submitting an incorrect report to Bufdir

Acceptance Criteria

  • Given I have selected a reporting period, when I proceed to the preview screen, then I see all Bufdir-required sections rendered with aggregated data from the selected period
  • Given the report has missing required fields, when the preview loads, then a validation summary banner lists each validation failure with a clear description
  • Given the report passes all validations, when I view the validation banner, then it shows a green 'Report is ready' status
  • Given I have a previous report on file for the same period type, when I view the preview, then a period diff view shows changes compared to the last submission
  • Given I want to investigate a specific section, when I tap a section in the preview, then I see the individual field rows and their source data
  • Given I find an error in the source data, when I navigate back to fix it and return to the preview, then the preview refreshes with the corrected values

Business Value

A preview step with embedded validation directly addresses the most common source of Bufdir reporting failures: submitting incomplete or structurally incorrect data. By surfacing errors before export, organizations avoid the administrative burden of corrections, protect their funding status, and build trust with Bufdir through consistently accurate reporting.

Components

Dependencies

Bufdir Reporting & Export
Related Feature
Organization Administrator
User Role