Feature Request: Data Export Functionality for Statistical Information

[subaykan]

Copying text of request from zendesk ticket, there is an excel file attached to the ticket with an example of the proposed export file.
reference:
https://oliver.zendesk.com/agent/tickets/20060

Feature Request: Data Export Functionality for Statistical Information

Problem Statement

Currently, our team spends considerable time manually copying statistical data from individual reports or the website into distinct documents for case evidence. This process is time-consuming, prone to errors, and lacks standardization across the organization. The court system and attorneys have noted that a summarized spreadsheet format is highly effective for quickly navigating case information.

Proposed Solution

Implement a feature that allows users to export statistical data in spreadsheet (Excel) or CSV file format. This would enable easy downloading and importing of information into our documents, significantly reducing manual data entry time.

Benefits

1. Time Efficiency: Drastically reduce man-hours spent on manual data copying.
2. Accuracy: Minimize errors associated with manual data entry.
3. Standardization: Provide a consistent format for data presentation across the organization.
4. Improved Workflow: Enable quicker navigation of case information for courts and attorneys.
5. Data Analysis: Facilitate easier data analysis and reporting capabilities.

Use Case

When preparing case evidence, users can select the relevant statistical data fields (e.g., name, date, visit status) and export them directly into an editable spreadsheet format. This exported file can then be easily incorporated into case documents or shared with relevant parties.

Implementation Suggestions

1. Add an "Export Data" button to the existing search interface.
2. Allow users to select specific date ranges and data fields for export.
3. Provide options for exporting in both Excel (.xlsx) and CSV formats.
4. Include data validation to ensure exported information is accurate and complete.

Attachments

I have attached a sample spreadsheet that demonstrates the effective summarization of case information. This can serve as a reference for the desired output format.

Priority

Given the potential for significant time savings and improved workflow efficiency, I consider this feature request to be of high priority.

I appreciate your consideration of this feature request and look forward to discussing its potential implementation. Please let me know if you need any additional information or clarification.