Report Selector Configuration

The categoriesAndTypes configuration file contains a list of report categories and types for use in the report selector component. Each category contains a list of report types with specific details such as label, description, parameters, and export options.

Report Categories and Types

  1. Individual Project Reports

    • Projects Budget Summary
      • Description: Shows deliverable amounts, budgets, amounts recovered, and remaining balance.
      • Parameters: project (required)
      • Export: PDF
    • Project Quarterly Billing Request
      • Description: Shows client billing information and summaries for each quarter/fiscal.
      • Parameters: project, fiscal, quarter (all required)
      • Export: PDF
    • Project Quarterly Review
      • Description: Project information, budget forecasting details.
      • Parameters: project (required)
      • Export: PDF
    • Project Status (Most Recent)
      • Description: Information on project status, sponsorship, goals, etc.
      • Parameters: project (required)
      • Export: PDF
    • Project Status Summary
      • Description: Summary of project status, goals, deliverables, etc.
      • Parameters: project (required)
      • Export: PDF

  2. Individual Contract Reports

    • Contract Summary
      • Description: Summary report for an individual contract.
      • Parameters: contract (required)
      • Export: PDF

  3. Divisional Project Reports

    • Various types of reports with detailed descriptions and parameters.

  4. Divisional Project Financials

    • Various types of reports with detailed descriptions and parameters.

  5. Divisional Contract Financials

    • Various types of reports with detailed descriptions and parameters.

Usage

This configuration file can be imported and used in the report selector component to populate the category and report type options.

Contributors: André Lashley