Reorganize Reports

Problem Statement

Users have difficulty finding and accessing reports because reports are spread across multiple sections (Health Reports, Accounting Reports, and Old Reports). This creates a fragmented experience, makes report discovery harder, and limits visibility into report usage and performance.

User Story

As a user, I want to access all reports from a single reports page so that I can easily find, navigate, and use reports without having to search across multiple locations.

Definition of Done (DoD)

  1. A single Reports page contains all existing reports.

  2. Health Reports, Accounting Reports, and Old Reports are consolidated into the new view.

  3. Reports are grouped by category.

  4. Each report has a unique URL for analytics and tracking purposes.

  5. Report usage can be tracked accurately in Mixpanel.

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Upvoters
Status

Planned

Board
πŸ’‘

Pelcro Product

Date

4 days ago

Author

Rana Haleem

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