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ClientProject #2809

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ClientProject #2305: [Module] Report

ClientProject #2306: Customer Reports

FE merge customer report to sales executive report

Added by Nazmul Hossain Shovon 8 months ago. Updated 8 months ago.

Status:
Pending
Priority:
High
Assignee:
-
Category:
-
Target version:
-
Start date:
08/06/2025
Due date:
% Done:

0%

Estimated time:
Spent time:

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

  1. Go to the Sales Executive Report page in the browser.
  2. Select a date range and any other filters as needed.
  3. Click on any customer card in the report grid.
  4. A modal should appear showing the balance statement for that customer.
  5. Close the modal and try with other customers or date ranges to verify dynamic data loading.
Actions #1

Updated by Nazmul Hossain Shovon 8 months ago

  • Description updated (diff)
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