As a budget admin, I need to be able to pull a shopping cart report that will display service, quantity invoiced, total invoiced, date invoiced, which PI (account owner) and chart string.

[acgetchell]

Please add date filters (from: to:) based on transaction dates.

[acgetchell]

MIght also be useful to have an all rows all columns export of the orders table for a given cluster.

[jSylvestre]

@acgetchell
When you say date filters on transaction dates, you are talking about the payment date, not any of the order dates, correct?
And the total invoiced should be the total for that payment, not the total for the order?

As this looks like a payment report, if there are multiple payments for the same order they should be on separate rows, correct?

[jSylvestre]

Also, for things with multiple rows like chart strings and meta data, do you want them listed like we do for sloth?
Which is Name: Value, Name: Value,...
Or for chart strings ChartString: xxxxx Amount: $1, ChartString: xxx2, Amount: $2
I'd also have a separate column for the total amount invoiced

[acgetchell]

Any issue with filtering on payment and orders separately? If not, prioritize payments, as that's probably what the accountants want. Similarly, multiple payments on separate rows sounds correct to me.

[jSylvestre]

Should be able to do that but I'll have to investigate

There are several order dates that could be filtered on:
Creation Date
Expiration Date
Installment Date

I'm thinking you would only want to filter on one date at a time. And If you filter on an Order's date and there are no completed payments, those orders wouldn't show up.