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reports.md

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Reports

System Excel, Word, and other Reports. What Types of them should we introduce in our system? And what tools best suited to do them using Python/Django?

Super User

  • users (shop admins-accountants) ==> detailed if needed
  • change in users (in||out)
  • Bugs Reported

Government Supervisor

  • Total income over time

Shop Admins

  • users(Roles) ==> detailed if needed

  • users change (in||out)

  • Marketplace/Delivery history

  • most sold product

  • least sold product

  • most beneficial product

  • product expiration date/sold items

Accountant

  • products ==> #items in each product
  • sold products over time
  • Marketing funnel -- when marketing is applied(reach>lead generation>conversion>purchase)
  • Sales funnel -- (interested 'visit' > lead 'contact info' > qualified leads 'add to cart'> Conversion 'booking&purchase')
  • Financial matrix -- (Gross profit>Operating income>net income, Gross margin etc.)

To make the report we will divide it in 3 stages

  • getting data from database using python pandas library (multi-indexing or pivot tables)
  • passing this data to Django template to make html file (...)
  • converting this file to pdf if needed using pdfkit in python