Test Cases: Reporting & Analytics

♻️ Reconciled 2026-07-01 — export scope correction. TC-RPT-011/TC-RPT-015 below ("Export Finance Report", "Export large data set") describe a generic export button; in code the FINANCE surface that actually supports a downloadable file with real .xlsx (#228) is the invoices/payments/treasury exports (?format=xlsx on GET /api/billing/admin/invoices/export, GET /api/billing/admin/payments/export, GET /api/treasury/export) — not a standalone "Finance Dashboard export." The GET /api/billing/admin/finance/summary endpoint itself is JSON-only (dashboard data), no export. See TC-RPT-004 for the accurate export matrix.

Module: Reporting & Analytics

Backend Endpoints:

GET /api/reporting/reports/members
GET /api/reporting/reports/events/attendance
GET /api/billing/admin/finance/summary
GET /api/billing/admin/donations/report

Frontend Pages: ExecutiveDashboardPage, AdminFinanceDashboardPage, AdminEventAttendanceReportPage

Prerequisites

Sufficient data exists for meaningful reports.
Test data from 00_MASTER_TEST_DATA.md is seeded.

Test Data Reference

Members: 150+ active members
Events: Multiple past and upcoming events
Invoices: Various statuses and amounts
Payments: Mix of approved and pending

Test Cases

TC-RPT-001: View Executive Dashboard

Step	Action	Expected Result
1	Login as Admin User (ADMIN).	Dashboard displayed.
2	Navigate to Executive Dashboard.	Dashboard displayed.
3	Verify summary cards.	Total Members, Active Events, Revenue This Month.
4	Verify charts/graphs.	Membership trend, Revenue trend visible.
5	Verify data freshness.	Recent data reflected.

TC-RPT-002: Member Statistics Report

Step	Action	Expected Result
1	Navigate to Reports > Members.	Member report displayed.
2	Verify total member count.	Matches actual member count.
3	Verify breakdown by status.	Active, Pending, Suspended counts.
4	Verify breakdown by type.	Regular, Associate, Student, etc.
5	Verify new members this month.	Count of recent joins.

TC-RPT-003: Member Growth Trend

Step	Action	Expected Result
1	View membership growth chart.	Chart displayed.
2	Select date range: Last 12 months.	Chart updates.
3	Verify monthly data points.	Each month shows member count.
4	Verify trend line.	Growth trend visible.

TC-RPT-004: Finance Dashboard

Step	Action	Expected Result
1	Login as FINANCE_MANAGER.	Dashboard displayed.
2	Navigate to Finance Dashboard.	Finance metrics displayed.
3	Verify revenue summary.	Total collected this month/year.
4	Verify outstanding amount.	Total unpaid invoices.
5	Verify overdue amount.	Total overdue invoices.
6	Verify revenue by source.	Dues, Events, Donations breakdown.

TC-RPT-005: Invoice Status Distribution

Step	Action	Expected Result
1	View invoice status chart.	Pie/bar chart displayed.
2	Verify segments.	Paid, Pending, Overdue, Voided.
3	Verify percentages.	Correct proportions.
4	Click on segment.	Drills down to filtered list.

TC-RPT-006: Revenue by Month Report

Step	Action	Expected Result
1	View monthly revenue report.	Report displayed.
2	Select year: 2024.	Data for 2024 shown.
3	Verify monthly breakdown.	Jan through Dec revenue.
4	Verify totals.	Year total matches sum.

TC-RPT-007: Event Attendance Report

Step	Action	Expected Result
1	Navigate to Event Reports.	Report displayed.
2	Select event: Q4 General Assembly.	Event data shown.
3	Verify attendance count.	Registered vs. Attended.
4	Verify no-show rate.	Calculated correctly.
5	View attendee list.	Names and check-in times.

TC-RPT-008: Event Comparison Report

Step	Action	Expected Result
1	Select multiple events for comparison.	Events selected.
2	View comparison chart.	Side-by-side metrics.
3	Compare registration counts.	Each event's count shown.
4	Compare attendance rates.	Percentages displayed.

TC-RPT-009: Donations Report

Step	Action	Expected Result
1	Navigate to Donations Report.	Report displayed.
2	Verify total donations.	Sum of all donations.
3	Verify date range filter.	Filter works correctly.
4	View donor list.	Donors with amounts.

TC-RPT-010: Export Members to CSV

Step	Action	Expected Result
1	Access Member Report.	Report displayed.
2	Click "Export CSV".	Download initiated.
3	Open downloaded file.	CSV opens correctly.
4	Verify columns.	Name, Email, Status, Type, Join Date.
5	Verify data accuracy.	Matches displayed report.

TC-RPT-011: Export Finance Report

Step	Action	Expected Result
1	Access Finance Dashboard.	Dashboard displayed.
2	Click "Export".	Options displayed.
3	Select CSV format.	Download initiated.
4	Verify content.	Financial data accurate.

TC-RPT-012: Date Range Filtering

Step	Action	Expected Result
1	Access any report.	Report displayed.
2	Set date range: This Month.	Data filtered.
3	Set date range: Last Quarter.	Data filtered.
4	Set custom date range.	Data filtered accordingly.
5	Verify data matches range.	Only in-range data shown.

TC-RPT-013: Real-Time Data Refresh

Step	Action	Expected Result
1	View dashboard.	Current data shown.
2	In another tab, create new payment.	Payment recorded.
3	Refresh dashboard.	New payment reflected.
4	Verify totals updated.	Revenue increased.

TC-RPT-014: Report with No Data

Step	Action	Expected Result
1	Filter report to date range with no data.	Filter applied.
2	Verify empty state.	"No data for selected period" message.
3	Verify charts handle empty.	Charts show empty state gracefully.

TC-RPT-015: Large Data Set Performance

Step	Action	Expected Result
1	Request report spanning full history.	All data.
2	Measure load time.	Loads within acceptable time (< 5 seconds).
3	Verify pagination if needed.	Large lists paginated.
4	Export large data set.	Export completes without timeout.

TC-RPT-016: Permission - Finance Manager Access

Step	Action	Expected Result
1	Login as FINANCE_MANAGER.	Dashboard displayed.
2	Access Finance reports.	Access granted.
3	Attempt Member admin reports.	May have limited access.
4	Attempt to access Roles report.	Access denied.

TC-RPT-017: Permission - Member No Report Access

Step	Action	Expected Result
1	Login as MEMBER.	Member dashboard.
2	Attempt to access admin reports.	Access denied.
3	Verify no report navigation.	Report menus not visible.

TC-RPT-018: Dues Collection Summary

Step	Action	Expected Result
1	Access Dues report.	Report displayed.
2	Verify collection rate.	(Paid / Total) * 100.
3	Verify outstanding by type.	Regular vs Student outstanding.
4	Verify year-over-year comparison.	2023 vs 2024 collection.

TC-RPT-019: Payment Method Distribution

Step	Action	Expected Result
1	View payment method report.	Chart displayed.
2	Verify breakdown.	Bank Transfer, GCash, Cash, Online.
3	Verify percentages.	Correct proportions.

TC-RPT-020: Scheduled Report Generation

Step	Action	Expected Result
1	Configure scheduled report (if available).	Schedule set.
2	Set frequency: Weekly.	Config saved.
3	Set recipients: Admin email.	Email added.
4	Wait for schedule.	Report emailed on schedule.

API Test Cases

TC-RPT-API-001: GET /api/billing/admin/finance/summary

Expected Response: 200 OK

{
  "totalRevenue": {
    "thisMonth": 150000,
    "thisYear": 1250000,
    "allTime": 5000000
  },
  "outstanding": {
    "total": 125000,
    "overdue": 35000
  },
  "bySource": {
    "dues": 800000,
    "events": 350000,
    "donations": 100000
  },
  "invoiceStatus": {
    "paid": 450,
    "pending": 25,
    "overdue": 12
  }
}

TC-RPT-API-002: GET /api/reporting/reports/members

Expected Response: 200 OK

{ "totalMembers": 175, "byStatus": { "ACTIVE": 150, "PENDING_APPROVAL": 10, "SUSPENDED": 5, "DEACTIVATED": 10 }, "byType": { "Regular Member": 100, "Associate Member": 30, "Student Member": 25, "Founding Member": 15, "Corporate Member": 5 }, "newThisMonth": 8, "newThisYear": 45

}

TC-RPT-API-003: GET /api/reporting/reports/events/attendance?eventId=EVT-2024-002

Expected Response: 200 OK

{
  "event": {
    "id": "EVT-2024-002",
    "name": "Annual Engineers Summit 2024"
  },
  "registrations": 85,
  "checkedIn": 75,
  "noShow": 10,
  "attendanceRate": 88.2,
  "attendees": [
    { "memberId": "MEM-...", "name": "Maria Cruz", "checkedInAt": "timestamp" }
  ]
}

TC-RPT-API-004: GET /api/billing/admin/donations/report

Request: GET /api/billing/admin/donations/report?startDate=2024-01-01&endDate=2024-12-31

Expected Response: 200 OK

{
  "totalDonations": 100000,
  "donationCount": 50,
  "averageDonation": 2000,
  "topDonors": [
    { "name": "Anonymous", "total": 25000 }
  ],
  "byMonth": [
    { "month": "January", "amount": 15000 }
  ]
}