CRITICAL story-bufdir-automated-reporting-organization-administrator-004 5 pts
5
Story Points
Critical
Priority
Bufdir Automated Reporting
Feature

User Story

As a user
I want to export a finalized Bufdir report as a PDF and as structured data (CSV or Excel) so that I can submit it to Bufdir in whichever format they require
So that So that I can fulfill the grant reporting obligation using the official submission format without any manual reformatting or data re-entry

Acceptance Criteria

  • Given a generated report is available, when the user selects PDF export, then a properly formatted PDF document matching Bufdir's required layout is generated and downloaded to the device
  • Given a generated report is available, when the user selects CSV or Excel export, then a structured data file containing all required reporting fields is generated and downloaded
  • Given the export completes, when the user opens the exported file, then all data values match exactly what was shown in the report preview
  • Given the Bufdir API Integration is unavailable or not yet configured, when the user exports, then the system falls back to local file delivery without error
  • Given the export file is large due to a long reporting period, when generation takes more than a few seconds, then the user sees a progress indicator and is not left with a non-responsive UI

Business Value

Export is the final step that converts automated data aggregation into a submittable grant report. Without this step the reporting automation provides no value. Supporting multiple formats ensures compatibility with Bufdir's current submission process while enabling seamless transition to direct API submission once available.