Please add 'Period selection' option when generating a financial report

[101045330]

The Issue 🚨

Webzash's financial reports lack a ** "Period Selection" ** option, making it tough for users to analyze financial history over specific periods. This absence forces manual sorting, which is time-consuming and error-prone which reduces efficiency and accuracy.

The Fix 🛠️

Period Selection Feature: Add a "Period Selection" option in the Trial Balance, Profit & Loss Account, and Balance Sheet reports. Users should be able to specify start and end dates or choose predefined periods like monthly, quarterly, and annually.

Why It Matters 💡

Comparative analysis across different periods is crucial for understanding growth, profitability, and financial stability. Without period selection, users can't easily compare data from different months, quarters, or years, leading to a superficial understanding of financial health and poor decision-making.

The Impact 🌟

Addressing this gap will enhance Webzash's value, providing tools for detailed and accurate financial assessments.

Action Plan 📝

1. Develop and Implement Period Selection: Enable users to filter data based on specific timeframes.
2. User Interface Enhancements: Integrate the period selection feature seamlessly.
3. Automated Comparison Tools: Allow users to perform automated period comparisons.
4. Update Documentation: Include comprehensive guidance on new features.

Recommendations 💬

1. Functionality: Enable automated comparisons between selected periods, such as year-over-year or month-over-month, directly within the reports.
2. Accessibility: Ensure reports are responsive and comply with AODA standards.
3. Consistency: Update the application to align with current framework trends for future consistency.
4. Reliability: Update documentation with detailed instructions on using the new period selection feature.
5. Clarity: Revamp the user interface to make the period selection feature intuitive and easily accessible.
6. Simplicity: Implement a hierarchical data drill-down approach to make reports straightforward and immediately useful.
7. Feedback: Engage users for testing and feedback post-implementation.

The Outcome 🎯

Implementing these changes will improve the accuracy and flexibility of Webzash's financial reports, leading to better-informed decision-making and a competitive edge in the accounting software market.

---

[101045330]

The above reflection study is prepared about an open-source project that I downloaded and used more than a decade before & after analyzing each line of code for the vulnerability. At that time, the project was tested and not selected because of issues like those mentioned in this writing. Right now, it's for open-source contribution.