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  1. UX Product
  2. UXPROD-1118

Export user loans list to excel or csv (additional details)

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    • Small < 3 days
    • Small < 3 days
    • Medium < 5 days
    • Vega
    • 12
    • 64
    • R5
    • R4
    • R4
    • R1
    • R2
    • R2
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    • R4
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    • R2

    Description

      Purpose: Users need to be able to export loans in CSV format in order to do more complex sorting and filtering, or to show a patron a list of their loans.

      Exports for user's open and closed loans, as well as for overdue loans, already exist, but need some additional fields and cleanup work.

      • User's open and closed loans exports: Add borrower, proxy borrower, fee/fine policies lost, requests, claim returned, and check in service point. In addition, some clean-up work is required to display user-friendly fields rather than ID.
      • Overdue loans: add overdue fine policy, lost item fee policy, and number of requests for each loan to report.

      TestRail: Results

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            clones

            New Feature - New feature requests UXPROD-262 Export user loans list to excel or csv

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed
            is defined by

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. UIU-1110 Export patron loans to CSV: fields from overdue loans export

            • P4 - lowest priority level, nice-to have things that require future discussion and design
            • Open

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. UIU-1132 Loan history export: Holdings ID

            • P5 - P5
            • Open

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. UIU-1559 Add overdue fine policy name, number of requests to overdues report

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Open
            relates to

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. UIU-630 Export patron's loans to CSV - additional fields

            • P4 - lowest priority level, nice-to have things that require future discussion and design
            • Open

            Activity

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                cmalmbor Cheryl Malmborg
                ecboettcher Emma Boettcher
                Emma Boettcher Emma Boettcher
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                Dates

                  Created:
                  Updated:

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