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WordPress Development
Enhance Reporting with the Effective PortalPlugin
The Effective Portal Plugin is a custom-built solution designed to enhance reporting capabilities within a content management system (CMS).
Effective Portal Plugin
Category
Web Development
Project Paradigm:
The Effective Portal Plugin is a custom-built solution designed to enhance reporting capabilities within a content management system (CMS). The plugin introduces a new Custom Post Type (CPT) called "Reporting" with three dedicated submenus: A/R Aging Summary Report, Sales Reporting, and Payments Report. Additionally, it integrates functionality into WooCommerce orders to track and display outstanding balances, ensuring seamless financial tracking.
Core Capabilities & Innovations
1. Reporting CPT and Submenus
A/R Aging Summary Report:
This report provides detailed insights into accounts receivable aging, categorizing balances based on their due period.
Elevated User Interface:
- Entries Display: Options to view a specified number of entries (e.g., 100 entries).
- Search Functionality: A search bar for filtering results.
Adaptive Column Structuring:
- Type : Indicates the type of transaction, e.g., "WooCommerce Pending Order."
- Name : Status of invoice, e.g., "Invoice Sent Logs."
- Invoice Logs : Status of invoice, e.g., "Invoice Sent Logs."
- Company : Associated company name.
- Balance Due : Total balance due.
- Aging Categories: Breakdowns into 0-30 days, 31-60 days, 61-90 days, and 91+ days.
- Total : Summed-up total balance for each entry.
Sales Performance Analytics :-
This report tracks sales data over specified intervals. Interface:
- Interval Selector: Options for daily, weekly, monthly, or custom intervals.
- Start Date: Date picker to select the starting date in "dd-mm-yyyy" format.
- Filter Button: Filters results based on the chosen criteria.
Purpose: Enables businesses to monitor sales trends and make informed decisions.
Payment Insights:-
This report focuses on payment tracking and reconciliation.
Interface:
- Order ID: Input field to search for specific orders.
- Start Date and End Date: Date pickers for defining the reporting period in "dd-mm-yyyy" format.
- Date Interval Selector: Options like "Today," "Last Week," etc.
- Payment Amount Filter: Dropdown to apply conditions (e.g., equals, greater than) and an input field to specify the amount.
- Search Button: Executes the search.
Purpose: Provides a detailed view of payments to ensure transparency and accuracy.
2. WooCommerce Integration: Balance Due Functionality
This feature enhances WooCommerce orders by introducing a "Balance Due" status.
Functionality:
- When an order is paid in full, it transitions to a "Paid" status.
- For unpaid orders, the remaining balance is calculated and displayed as "Balance Due."
- Real-time updates ensure accurate tracking of financial records.
Benefits:
- Comprehensive Reporting: Provides businesses with actionable insights through detailed reports.
- Improved Financial Tracking: Enhances WooCommerce functionality by tracking balances effectively.
- User-Friendly Interface: Easy-to-use reporting tools with filters and search capabilities.
- Customization: Tailored to meet the specific needs of businesses.
