Tabular Dashboard - Collection

Clicking on the Dashboard on the home screen navigates the user to the revenue dashboard view for the current month. This provides a tabular view with the list of consumer records.

Following are the data points/actions needed on the screen

1

Search Consumer records

  • Search by name or connection ID

  • Name should be a partial match. As the user starts typing a consumer name, respective consumers get filtered in the table displayed below

  • Connection ID should be a partial match. This is the new connection ID. As the user starts typing a New connection ID, respective consumers get filtered in the table displayed below

1.1

Filters

  • Default is “All” View. Switching to Residential or commercial filters table accordingly. Alongside the filter, how many consumers fall into that filter is shown in numbers

  • The table also has sort options for each column (ascending, descending)

1.2

Columns

  • Connection ID

    • New Connection ID of the consumer- this should be clickable, and take users to the HH details page

    • A metered connection should have “M” in a ⭕️ that is followed across as standard for metered connection

  • Name

    • name of the consumer. Show until 20 Characters and truncate by showing 3 dots if the name is longer

  • Collections - Amount paid by the user in that month

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