Export Filtered Report Data as CSV
The Export Action Widget is embedded in the coordinator dashboard toolbar and triggers a CSV export of whatever data is currently displayed after applying active filters. Column headers are specifically formatted to match the column names coordinators already use in their existing manual Excel workflows, reducing retraining effort and enabling a smooth transition. The export includes all rows within the user's scope and active filter criteria. The Coordinator Report Service generates the export by querying the same aggregation path used for dashboard display, ensuring consistency between what is seen on screen and what is exported.
User Story
Acceptance Criteria
- Given the dashboard is displaying filtered data, when the user taps the export button, then a CSV file is generated and made available for download or sharing
- Given a CSV is exported, when the user opens it, then column headers match the field names used in the organization's existing Excel reporting templates
- Given filters are active when export is triggered, when the CSV is generated, then it contains only rows matching the active filter criteria, not the full unfiltered dataset
- Given an organization administrator exports data, when the CSV is generated, then it contains records from the full organizational scope, not just a local association subset
- Given the export is in progress for a large dataset, when the user waits, then a progress indicator is shown and the UI remains responsive
- Given the export completes, when the file is available, then the user is notified and can immediately share or save the file from the device
Business Value
Coordinators and organization administrators regularly share activity data with regional and national leadership. Without export, they must manually copy data from the app into Excel, which is error-prone and time-consuming. Matching existing Excel column headers eliminates reformatting steps, enabling immediate use of exported data in existing workflows. This accelerates the transition away from manual processes while respecting current reporting habits.