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Reports page: Redesign #2459

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sonam-jo opened this issue Sep 19, 2024 · 0 comments
Open

Reports page: Redesign #2459

sonam-jo opened this issue Sep 19, 2024 · 0 comments
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@sonam-jo
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Figma
https://www.figma.com/design/ng7qdNcSCXSDA6ZUdWIs6u/Pool-Overview%2F-Pool-Detail?node-id=3072-10144&node-type=canvas&t=iodMJmCEjd6zS0rv-0

Header

  • Change menu title from Reporting to Reports
  • Only Balance Sheet, Profit & Loss and Cash flow should be visible on this page

Chart block

  • Create a box with a bar chart within
  • Box should have the option to pick across Balance Sheet, Profit & Loss and Cash flow. Only 1 can be selected at one point.
  • Keep the same drop down options for Group by, To and From and Export CSV but with the design changes in Figma.
  • Balance sheet chart should show historical NAV for the time period selected. These values will always be positive.
  • Profit & Loss chart should show historical Total profit/loss values for the time period selected. These values will can be positive or negative.
  • Cash flow chart should show historical Total cash flow values for the time period selected. These values will can be positive or negative.

Table block

  • Top row with the timelines and First column with the row titles should be fixed. Users should be able to scroll down or right to see the data.
  • See the formatting changes to the table. There are no changes to the data.
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