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Bug #2948

Design UI for Balance Sheet Report, Profit & Loss Report, and Trial Balance Report under Accounts Section

Added by Yashaditya Singh about 2 hours ago.

Status:
New
Priority:
Normal
Assignee:
-
Start date:
08/07/2026
Due date:
% Done:

0%

Estimated time:

Description

Design and implement the user interface for the following financial reports under the Accounts section:

Balance Sheet Report
Profit & Loss Report
Trial Balance Report

The UI should follow the existing application theme and provide a consistent user experience across all reports.

Scope
Create separate pages for:
Balance Sheet Report
Profit & Loss Report
Trial Balance Report
Add a common filter section with:
Date Range / As On Date
Station (if applicable)
Company (if applicable)
Apply and Reset buttons
Display report data in a clean, hierarchical table layout.
Include summary totals where applicable.
Add Export options (Excel/PDF/CSV) following the existing report design.
Ensure responsive layout and consistent styling with other reporting modules.
Handle empty states and loading indicators appropriately.
Acceptance Criteria
UI is available under the Accounts section.
All three report pages follow the application design guidelines.
Filters are properly aligned and responsive.
Tables support proper formatting for financial data.
Export buttons are available in the report header.
UI is consistent with existing reporting pages.
No backend implementation is included in this task; this ticket covers UI design and implementation only.

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