Project

General

Profile

Actions

ClientProject #2809

open

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

Also available in: Atom PDF