Ideas for the Mambu Banking Engine

Add additional date filters for custom views

What: Add an additional filtering option for date fields that would allow filtering either before or after current date, i.e. “Before Today”, “After Today”.

Expand the list of filtering options for date fields when working with custom views so that the filtering can be done safely and custom views can be re-used without having to adjust the filters every time. The missing options that have been detected so far are:

  1. Before today - show data created before the current date

  2. After today - show data created after the current date

  3. Next __ days - show data (eg repayments) for the preset amount of days in the future

Why: At the moment, the existing filters require selection of a specific date/ current date manually that has to be updated every day via UI if the report is used either on a daily basis or if it has to display current data – this increases the possibility of human error and not updating the report correctly.

  • Ancuta Covaci
  • Mar 20 2019
  • Planned
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