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ClientProject #2809
openClientProject #2305: [Module] Report
ClientProject #2306: Customer Reports
FE merge customer report to sales executive report
Status:
Pending
Priority:
High
Assignee:
-
Category:
-
Target version:
-
Description
Description
This update adds the ability to view a customer's balance statement directly from the Sales Executive Report. Now, clicking on a customer card in the report will open a modal displaying the customer's balance statement for the selected date range.
How to Test
- Go to the Sales Executive Report page in the browser.
- Select a date range and any other filters as needed.
- Click on any customer card in the report grid.
- A modal should appear showing the balance statement for that customer.
- Close the modal and try with other customers or date ranges to verify dynamic data loading.
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