End-to-End Test Scripts

ABC Member Engagement Reporting Module — E2E Test Scripts

7 end-to-end test flows covering report configuration, criteria management, ME classification integration, and company/individual report output across 22 test cases.

E2E-1 Navigation 0/2
E2E-2 Configuration 0/3
E2E-3 Standard Criteria 0/3
E2E-4 Chapter Criteria 0/4
E2E-5 ME Classification 0/3
E2E-6 Company Results 0/4
E2E-7 Individual Results 0/3
Navigation
Permissions
Access Control
TC-1.1 Verify ME Reporting navigation under main nav; breadcrumb correct
Hybrid
Member Engagement Reporting > Navigation & Permissions > TC-1.1
M
Medium Difficulty
⏱
5 min
Preconditions
  1. User has valid ABC credentials with Reports module access
  2. User is logged into the CHAD2 platform
  3. Main navigation menu is expanded and visible
Test Steps
Step 1
Locate and examine main navigation for Reports or Engagement modules
Reports module is visible in main navigation
Step 2
Click on Reports module to expand submenu
Submenu expands showing Member Engagement Reporting option
Step 3
Click on Member Engagement Reporting link
User navigates to ME Reporting landing page; breadcrumb shows "Member Engagement Reporting"; emerald accent applied to nav
Step 4
Verify navigation styling matches module theme (emerald #10b981)
Active nav item, breadcrumb, and interactive elements use emerald color scheme
Bug Risks
  • Member Engagement Reporting link missing or hidden in navigation
  • Incorrect menu hierarchy or placement
  • Breadcrumb not updating on navigation
  • Color scheme not applied correctly (wrong accent color)
Test navigation availability with different user roles. Verify no JavaScript console errors. Check breadcrumb persistence across page navigations.
ABC-3138
TC-1.2 Verify permission-based access; authorized vs unauthorized users
Hybrid
Member Engagement Reporting > Navigation & Permissions > TC-1.2
M
Medium Difficulty
⏱
8 min
Preconditions
  1. Two user accounts: one with Reports access, one without
  2. Both users are in CHAD2 platform
  3. Navigation menu is accessible
Test Steps
Step 1
Sign in as authorized user (has Reports permission) and navigate to Member Engagement Reporting
User can access module; page loads successfully with all controls visible
Step 2
Sign out and sign in as unauthorized user (no Reports permission)
Member Engagement Reporting not visible in navigation or is grayed out/disabled
Step 3
Attempt direct URL access to ME Reporting page as unauthorized user
User is redirected to access denied page; clear error message displayed
Step 4
Verify access attempt logged in backend audit trail
Unauthorized access attempt recorded with user ID, timestamp, and resource attempted
Bug Risks
  • Unauthorized user can access Member Engagement Reporting module
  • Permission check not enforced at API level
  • Missing or unclear permission denied messaging
  • Unauthorized access not logged or audited
Critical security test. Verify both UI-level hiding and backend permission enforcement. Check audit logs for unauthorized access attempts.
ABC-3138
Configuration
Date Range
Filters
TC-2.1 Configure data collection year; date range auto-populates and manual edit
Hybrid
Member Engagement Reporting > Report Configuration > TC-2.1
M
Medium Difficulty
⏱
6 min
Preconditions
  1. User is on Member Engagement Reporting configuration page
  2. Report Configuration section is visible
  3. Year selector control is present
Test Steps
Step 1
Locate Data Collection Year dropdown selector
Dropdown is visible with current year pre-selected
Step 2
Select a year (e.g., 2024) from dropdown
Date range fields auto-populate: Start Date=1/1/2024, End Date=12/31/2024
Step 3
Click on Start Date field and manually change to 3/1/2024
Start Date updates to 3/1/2024; end date remains 12/31/2024; both fields are editable
Step 4
Change End Date to 9/30/2024 manually
End Date updates successfully; no validation errors for partial-year range
Bug Risks
  • Date range fields not auto-populating when year selected
  • Manual date edits not persisting or triggering validation errors
  • End date before start date validation missing
  • Invalid date format handling (month/day/year inconsistency)
Test with leap year (Feb 29), year boundaries, and various date formats. Verify date picker calendar UI if provided.
ABC-3107 SC-1
TC-2.2 Apply company filters; verify filters persist for report run
Hybrid
Member Engagement Reporting > Report Configuration > TC-2.2
M
Medium Difficulty
⏱
7 min
Preconditions
  1. User is on configuration page with company filter controls visible
  2. Multiple company types and statuses exist in system
  3. Filter options: Company Type, Status, Group, Committee, Note Type
Test Steps
Step 1
Locate Company Filter controls for Type, Status, Group, Committee, Note Type
All five filter controls are visible and functional
Step 2
Select Company Type = "For-Profit" and Status = "Active" from dropdowns
Both filters display selected values; UI shows applied filters clearly
Step 3
Click Generate Report button
Report runs with applied filters; results show only For-Profit, Active companies; filter values persist at top of results
Step 4
Navigate back to configuration and verify filters still selected
Type and Status filter selections retained in UI after report generation
Bug Risks
  • Filter selections not applied when generating report
  • Filters reset or cleared after report generation
  • Report results include unfiltered companies
  • Multi-select filters not working correctly
Test with single filter, multiple filters combined, and clearing filters. Verify report result count matches filter criteria.
ABC-3107
TC-2.3 Toggle Include Annual Criteria checkbox; verify inclusion/exclusion in report
Hybrid
Member Engagement Reporting > Report Configuration > TC-2.3
M
Medium Difficulty
⏱
6 min
Preconditions
  1. User is on report configuration page
  2. Include Annual Criteria checkbox is visible
  3. Companies exist with annual criteria data
Test Steps
Step 1
Locate Include Annual Criteria checkbox
Checkbox is visible with label and clear description of what it includes
Step 2
With checkbox unchecked, click Generate Report
Report displays without annual criteria columns; only standard criteria shown
Step 3
Check Include Annual Criteria checkbox
Checkbox state shows checked/toggled visually
Step 4
Click Generate Report again
Report now includes annual criteria columns in addition to standard criteria; data populated correctly
Bug Risks
  • Checkbox state not persisting or toggling visually
  • Annual criteria included even when unchecked
  • Annual criteria columns missing when checkbox is checked
  • Data calculation errors for annual vs standard criteria
Verify annual criteria data accuracy. Test with companies that have and don't have annual criteria assignments.
ABC-3107
Criteria Management
Standard Criteria
Deactivation
TC-3.1 Edit standard criteria settings; verify persistence after save
Hybrid
Member Engagement Reporting > Standard Criteria Management > TC-3.1
M
Medium Difficulty
⏱
7 min
Preconditions
  1. User is on Standard Criteria management section
  2. At least one standard criteria exists (e.g., "Board Service")
  3. Edit control/button is visible for criteria row
Test Steps
Step 1
Locate a standard criteria row (e.g., "Board Service") and click Edit
Edit form opens with fields: Point Value, Minimum Number, Multiple Occurrence checkbox
Step 2
Change Point Value from 10 to 15
Field accepts numeric input; no validation errors
Step 3
Change Minimum Number from 1 to 3 and toggle Multiple Occurrence to checked
Both fields update; checkbox state reflects change
Step 4
Click Save button
Form closes; criteria row shows updated values (15 pts, Min 3, Multiple Occurrence enabled)
Step 5
Navigate away from page and return to Standard Criteria management
Updated values persist; Board Service still shows 15 pts, Min 3, Multiple Occurrence checked
Bug Risks
  • Edit form not opening or form fields missing
  • Save action not persisting changes to database
  • Changes reset after navigation away
  • Invalid input validation missing or incorrectly rejecting valid values
Test with edge cases: Point Value=0, very large values, negative numbers (should be rejected). Verify database update via backend query.
ABC-3108 SC-4
TC-3.2 Deactivate standard criteria; verify excluded from report; reactivate and verify included
Hybrid
Member Engagement Reporting > Standard Criteria Management > TC-3.2
M
Medium Difficulty
⏱
8 min
Preconditions
  1. Standard criteria exists and is currently active
  2. Companies have data assigned to this criteria in previous reports
  3. Deactivation control visible on criteria row
Test Steps
Step 1
Locate a standard criteria (e.g., "Committee Service") and click Deactivate button
Criteria row shows deactivated state (grayed out or marked "Inactive"); confirmation modal may appear
Step 2
Generate a new report from configuration page
Report output does not include "Committee Service" column; points for this criteria not in totals
Step 3
Return to Standard Criteria and click Reactivate on "Committee Service"
Criteria row no longer grayed out; status shows "Active"
Step 4
Generate report again
Report now includes "Committee Service" column; point values calculated and included in company totals
Bug Risks
  • Deactivation not persisting; criteria still appears in report
  • Reactivation not working; criteria remains excluded from report
  • Historical data inadvertently modified during deactivation
  • Total points calculation includes deactivated criteria incorrectly
Verify deactivation does not delete data, only hides it. Test report output before/after for data integrity.
ABC-3108
TC-3.3 View subsystem indicators; verify read-only checkboxes and tooltips correct
Hybrid
Member Engagement Reporting > Standard Criteria Management > TC-3.3
M
Medium Difficulty
⏱
6 min
Preconditions
  1. User is viewing Standard Criteria section with subsystem columns
  2. Three subsystems: Event, Committee, Group are displayed as read-only checkboxes
  3. Criteria have varying subsystem assignments
Test Steps
Step 1
Examine standard criteria row and locate subsystem columns (Event, Committee, Group)
Three checkbox columns visible, labeled and clearly marked as read-only (grayed or disabled state)
Step 2
For "Board Service" criteria: verify Event checkbox is checked, Committee/Group unchecked
Checkboxes reflect correct subsystem assignments for each criteria
Step 3
Attempt to click a read-only subsystem checkbox
Checkbox does not toggle; no state change occurs (read-only behavior enforced)
Step 4
Hover over subsystem column header or icon for tooltip
Tooltip displays explaining subsystem assignment (e.g., "Assigned to Event subsystem")
Bug Risks
  • Subsystem checkboxes are clickable when they should be read-only
  • Checkbox states don't match actual subsystem assignments
  • Tooltips missing or contain incorrect information
  • Columns not properly aligned or labeled
Verify correct subsystem assignments in backend database. Test tooltip content accuracy and display timing.
ABC-3519 SC-4
Chapter-Specific
Custom Criteria
Configuration
TC-4.1 Add custom criteria; set name, point value, subsystems; verify appears as ME Classification
Hybrid
Member Engagement Reporting > Chapter-Specific Criteria Management > TC-4.1
M
Medium Difficulty
⏱
8 min
Preconditions
  1. User is on Chapter-Specific Criteria section
  2. Add New Criteria button/control is visible
  3. User has permission to create custom criteria
Test Steps
Step 1
Click Add New Criteria button
Modal or inline form opens with fields: Name, Point Value, Event checkbox, Committee checkbox, Group checkbox
Step 2
Enter custom criteria name "Local Volunteer Day"
Text input accepts the name; no validation errors
Step 3
Set Point Value to 5
Numeric input accepts value; field shows 5
Step 4
Check Event and Group subsystem checkboxes (leave Committee unchecked)
Checkboxes toggle correctly; visual state reflects selections
Step 5
Click Save button
Modal closes; new criteria "Local Volunteer Day" appears in Chapter-Specific list with 5 pts, Event/Group indicators
Step 6
Navigate to an Event and attempt to assign ME Classification to it
Classification dropdown includes "Local Volunteer Day" as an available option
Bug Risks
  • Add New Criteria form not opening or form fields missing
  • Criteria not saved to database
  • Custom criteria not appearing in ME Classification dropdown
  • Subsystem assignments not persisted correctly
Test with special characters in criteria name, very long names, and various point values. Verify database entry created.
ABC-3110 SC-5
TC-4.2 Edit existing chapter-specific criteria in-place; verify changes persist
Hybrid
Member Engagement Reporting > Chapter-Specific Criteria Management > TC-4.2
M
Medium Difficulty
⏱
7 min
Preconditions
  1. User is on Chapter-Specific Criteria section
  2. At least one custom criteria exists (e.g., "Local Volunteer Day")
  3. Edit control visible on criteria row
Test Steps
Step 1
Locate "Local Volunteer Day" criteria row and click Edit
Inline edit form or modal opens with current values: Name, Point Value, subsystem checkboxes
Step 2
Change Point Value from 5 to 8
Field updates to 8; no validation errors
Step 3
Uncheck Group subsystem (keep Event checked)
Checkbox state toggles; Group is now unchecked
Step 4
Click Save button
Edit form closes; criteria row shows updated values (8 pts, Event checked, Group unchecked)
Step 5
Navigate away and return to Chapter-Specific Criteria
Changes persist; Local Volunteer Day still shows 8 pts, Event subsystem only
Bug Risks
  • Edit form not opening for chapter-specific criteria
  • Changes not saved to database
  • Changes lost after navigation
  • Subsystem assignment changes not reflected in ME Classification dropdown
Verify backend database reflects updated values. Test impact on existing ME Classification assignments.
ABC-3520 SC-5
TC-4.3 Inactivate criteria; verify hidden with Hide Inactive on; toggle off and verify visible
Hybrid
Member Engagement Reporting > Chapter-Specific Criteria Management > TC-4.3
M
Medium Difficulty
⏱
8 min
Preconditions
  1. User is on Chapter-Specific Criteria section
  2. Multiple custom criteria exist
  3. Hide Inactive toggle control is visible
Test Steps
Step 1
Locate a chapter-specific criteria and click Inactivate button
Criteria row marked as inactive (grayed out or has "Inactive" label)
Step 2
Locate Hide Inactive toggle and ensure it is ON (default state)
Toggle shows ON/enabled state; inactive criteria row is no longer visible in list
Step 3
Click Hide Inactive toggle to turn it OFF
Toggle switches to OFF state; inactive criteria row reappears in list (grayed out or marked "Inactive")
Step 4
Generate a report from configuration page
Inactive criteria column not included in report; report only shows active custom criteria columns
Bug Risks
  • Inactivate button not working; criteria remains in active state
  • Hide Inactive toggle not filtering list correctly
  • Inactive criteria still appears in ME Classification dropdown
  • Inactive criteria column included in report when it shouldn't be
Test Hide Inactive toggle persistence across page navigation. Verify inactive criteria not available for new ME Classification assignments.
ABC-3522 SC-7
TC-4.4 Verify configuration persistence; save criteria settings, navigate away, return
Hybrid
Member Engagement Reporting > Chapter-Specific Criteria Management > TC-4.4
M
Medium Difficulty
⏱
6 min
Preconditions
  1. User is on Chapter-Specific Criteria section
  2. User has made changes: added, edited, or inactivated criteria
  3. User is about to navigate away
Test Steps
Step 1
Make configuration changes: add new criteria "Sponsorship", set point value 12, select Event/Committee subsystems
New criteria row appears in list with specified settings
Step 2
Click Save to persist changes
Save action completes; confirmation message or visual indication of success shown
Step 3
Navigate to a different module (e.g., Companies, Events)
Navigation successful; no errors or unsaved changes warnings
Step 4
Navigate back to Member Engagement Reporting > Chapter-Specific Criteria
Previously saved changes are retained; "Sponsorship" criteria exists with 12 pts, Event/Committee subsystems checked
Bug Risks
  • Configuration changes lost after save action
  • Changes persist in UI but not in database
  • Navigation away without save doesn't warn user (if save is required)
  • Criteria data corrupted during save or retrieval
Test with browser refresh, session timeout, and multiple users modifying criteria simultaneously. Verify database consistency.
ABC-3524 SC-9
ME Classification
Assignment
Integration
TC-5.1 Assign ME Classification to event; verify points counted in report
Hybrid
Member Engagement Reporting > ME Classification Integration > TC-5.1
M
Medium Difficulty
⏱
7 min
Preconditions
  1. User is in Events module with edit form open for an event
  2. ME Classification field is visible in event form
  3. Standard and chapter-specific criteria are configured and active
Test Steps
Step 1
Locate ME Classification dropdown field in event form
Dropdown is visible with "Select Classification" or similar placeholder text
Step 2
Click dropdown to reveal available options
Dropdown displays all active standard criteria and chapter-specific criteria (e.g., Board Service, Committee Service, Local Volunteer Day)
Step 3
Select "Board Service" (standard criteria, 10 pts)
Dropdown selection shows "Board Service"; field value is set
Step 4
Save the event
Event saves successfully; ME Classification is persisted
Step 5
Navigate to Member Engagement Reporting and generate a report that includes this event's company
Report displays "Board Service" column with points counted (10 pts) for the company
Bug Risks
  • ME Classification dropdown not showing available criteria
  • Selection not persisting after save
  • Points not calculated or included in report output
  • Inactive or removed criteria still appearing in dropdown
Test with different criteria selections. Verify point values match configuration. Check report data accuracy across multiple events.
ABC-3516 SC-1
TC-5.2 Assign ME Classification to committees and groups; verify points counted
Hybrid
Member Engagement Reporting > ME Classification Integration > TC-5.2
M
Medium Difficulty
⏱
8 min
Preconditions
  1. User is in Committees and Groups modules (or subsystem areas)
  2. ME Classification field is visible in committee/group edit forms
  3. Criteria with Committee/Group subsystem indicators are configured
Test Steps
Step 1
Navigate to Committees module and open an existing committee for edit
Committee form loads; ME Classification field is visible
Step 2
Click ME Classification dropdown and select a criterion with Committee subsystem (e.g., "Committee Service")
Dropdown shows only criteria applicable to Committee subsystem; selection is accepted
Step 3
Save the committee
Committee saves successfully with ME Classification assignment
Step 4
Navigate to Groups module and repeat steps 1-3 with a group, assigning a Group-applicable criterion
Group form shows ME Classification field; Group-specific criteria available in dropdown; save successful
Step 5
Generate Member Engagement Report including companies with the classified committees/groups
Report shows points from both Committee Service and Group criteria assignments counted in company totals
Bug Risks
  • ME Classification field missing in committee/group forms
  • Dropdown showing incorrect or unavailable criteria for subsystem
  • Selection not saved to database
  • Points not calculated correctly for committee/group ME Classifications
Test with multiple committee/group assignments. Verify subsystem filtering in ME Classification dropdown per subsystem.
ABC-3517 ABC-3518 SC-2 SC-3
TC-5.3 Verify ME Classification separate from standard Classification; no interference
Hybrid
Member Engagement Reporting > ME Classification Integration > TC-5.3
M
Medium Difficulty
⏱
7 min
Preconditions
  1. User is in Events module with event form open
  2. Event form has both Classification and ME Classification fields
  3. Both fields support different values independently
Test Steps
Step 1
Locate both Classification and ME Classification fields in event form
Both fields are visible and distinct; they are not linked or dependent
Step 2
Set Classification = "Educational"
Classification field shows "Educational"; ME Classification field remains empty or unchanged
Step 3
Set ME Classification = "Board Service" (different from Classification)
ME Classification field shows "Board Service"; Classification field still shows "Educational" (not overwritten)
Step 4
Save the event
Event saves with both classifications intact; no conflict or override errors
Step 5
Reopen the event and verify both classification fields are populated correctly
Classification="Educational", ME Classification="Board Service" (both values persisted independently)
Bug Risks
  • ME Classification field auto-populates based on Classification selection
  • Changing one classification overwrites the other
  • ME Classification value lost or reset when Classification is modified
  • Field validation incorrectly requires matching values
Test independence thoroughly. Verify database stores both values separately. Check report calculation uses ME Classification, not standard Classification.
ABC-3516
Report Output
Company View
Export
TC-6.1 Generate report; verify company-level default view and columns
Hybrid
Member Engagement Reporting > Company Report Results > TC-6.1
M
Medium Difficulty
⏱
8 min
Preconditions
  1. User has configured report with date range and filters
  2. Companies with ME Classification data exist in specified date range
  3. Report generation button is ready to click
Test Steps
Step 1
Click Generate Report button
Report processes and displays company-level results view as default
Step 2
Verify columns displayed: Company Name, Paid Status, Years Member, Total Points, and all active criteria columns
All expected columns visible; column headers properly labeled and styled with emerald accent
Step 3
Scroll to bottom of report table and verify totals row
Totals row displayed showing sum of all company values; labeled "TOTAL" or similar
Step 4
Verify table is sorted by Total Points in descending order (highest to lowest)
First row has highest Total Points value; values decrease down the column
Step 5
Verify data accuracy for sample companies (spot-check 2-3 rows)
Point values match criteria assignments; totals are correct sums; Paid Status and Years Member accurate
Bug Risks
  • Report not generating or taking excessive time to load
  • Critical columns missing (Company Name, Total Points)
  • Totals row missing or showing incorrect calculations
  • Incorrect sort order or unsorted data
  • Data accuracy issues (wrong points, missing criteria)
Test report performance with large datasets (100+ companies). Verify no JavaScript errors in console. Check pagination if implemented.
ABC-3111 SC-8
TC-6.2 Verify company total points = company-level + SUM(individual); cross-reference with individual view
Hybrid
Member Engagement Reporting > Company Report Results > TC-6.2
M
Medium Difficulty
⏱
10 min
Preconditions
  1. Company-level report view is displayed
  2. Individual-level report view is available as a tab or toggle
  3. Companies have both company-level and individual-level ME Classifications
Test Steps
Step 1
In company view, select a company row and note its Total Points value (e.g., 75)
Total Points value is clearly visible and readable
Step 2
Switch to Individual Results view (toggle or tab)
View switches to individual-level display; same company is visible with individual breakdowns
Step 3
Identify the company section in individual view and sum all individual member points + company-level points
Manual sum matches the Total Points from company view (75 = company-level points + sum of individual points)
Step 4
Test with 2-3 more companies to verify calculation consistency
All companies show matching totals between company view and individual view calculations
Bug Risks
  • Company totals not matching sum of individuals
  • Company-level points double-counted or missing
  • Individual member points incorrectly summed
  • Rounding errors causing mismatch between views
Verify calculation logic in backend. Test with fractional point values if supported. Cross-check against raw database queries.
ABC-3111 SC-8
TC-6.3 Apply Total Points From/To filter; verify filtered results and clear
Hybrid
Member Engagement Reporting > Company Report Results > TC-6.3
M
Medium Difficulty
⏱
7 min
Preconditions
  1. Company report is generated and displayed
  2. Total Points From/To filter controls are visible in report area
  3. Companies with varying Total Points values exist
Test Steps
Step 1
Locate Total Points From and Total Points To filter fields above the report table
Both filter input fields are visible and empty or with placeholder text
Step 2
Enter From = 50 and To = 100 in the filter fields
Values are accepted in both fields; filter controls are updated
Step 3
Click Apply Filter or equivalent button (or auto-filters if real-time)
Report table updates to show only companies with Total Points between 50-100; row count changes accordingly
Step 4
Verify all displayed company rows have Total Points within 50-100 range
All visible rows conform to filter criteria; no companies outside range are displayed
Step 5
Clear both From and To filter fields and click Clear Filter or remove values
All companies return to the report table; full dataset is displayed
Bug Risks
  • Filter fields not accepting input or throwing validation errors
  • Filter not applied when button clicked or values changed
  • Incorrect filter logic (From/To boundaries not respected)
  • Clear filter not restoring full dataset
Test edge cases: From > To (should show error), negative values, very large values. Test real-time filtering vs button-triggered filtering.
ABC-3111
TC-6.4 Export to Excel; verify data matches on-screen (columns, values, sort order)
Hybrid
Member Engagement Reporting > Company Report Results > TC-6.4
M
Medium Difficulty
⏱
8 min
Preconditions
  1. Company-level report is generated and displayed
  2. Export to Excel button/option is visible
  3. At least 5 companies in report for meaningful validation
Test Steps
Step 1
Locate and click Export to Excel button
Excel file downloads successfully (file naming: member-engagement-report-[timestamp].xlsx or similar)
Step 2
Open Excel file and verify column headers match on-screen display
Excel sheet has same columns as web report: Company Name, Paid Status, Years Member, Total Points, criteria columns, Totals row
Step 3
Spot-check 3-5 company rows: compare Company Name, Total Points, and criteria values between Excel and web
All data matches exactly; no discrepancies in values or formatting
Step 4
Verify sort order: first company in Excel has highest Total Points; descending order maintained
Excel sort order matches web report (descending by Total Points)
Step 5
Verify totals row is included at bottom of Excel sheet
Last row displays totals with correct sum values; labeled "TOTAL" or similar
Bug Risks
  • Export button not working or file not downloading
  • Excel file corrupted or unreadable
  • Missing or incorrect columns in exported file
  • Data values different from web display
  • Sort order not maintained in Excel
  • Totals row missing or incorrect in export
Test with large reports (500+ rows). Verify Excel file size is reasonable. Check for encoding issues with special characters.
ABC-3113
Individual View
Grouping
Filtering
TC-7.1 Switch to Individual Results; verify grouped layout and company/individual totals
Hybrid
Member Engagement Reporting > Individual Report Results > TC-7.1
M
Medium Difficulty
⏱
8 min
Preconditions
  1. Report has been generated in company view
  2. Individual Results toggle or tab is visible
  3. Companies with individual member ME Classifications exist
Test Steps
Step 1
Locate and click Individual Results tab or toggle button
View switches to individual-level report display
Step 2
Verify layout is grouped by Company (Company A header row, individual member rows beneath, then Company B, etc.)
Data organized in collapsible or visually distinct company sections; clear company name header for each group
Step 3
Verify company row (header) displays Total Company Points
Company row shows sum of all company-level and member-level points for that company
Step 4
Verify individual member rows display Total Individual Points (not company total)
Each individual member row shows only that member's points, not company aggregate
Step 5
Verify companies are sorted A-Z, then individual members within each company are sorted A-Z
Company names in alphabetical order; member names within each company in alphabetical order
Bug Risks
  • Individual Results view not loading or throwing errors
  • Grouping not working; data shown as flat list
  • Company totals showing individual points instead of aggregate
  • Sort order incorrect (not A-Z for companies/members)
  • Missing company total row or individual point columns
Test with large dataset (50+ companies, 200+ individuals). Verify performance is acceptable. Check for visual clarity in grouping.
ABC-3112
TC-7.2 Filter by company (multi-select); verify combined with Total Points From/To
Hybrid
Member Engagement Reporting > Individual Report Results > TC-7.2
M
Medium Difficulty
⏱
9 min
Preconditions
  1. Individual Results view is displayed
  2. Company filter (multi-select dropdown) is visible
  3. Total Points From/To filters also present
Test Steps
Step 1
Locate Company Filter dropdown
Multi-select dropdown visible with list of all companies in report
Step 2
Select 2-3 specific companies from the dropdown (e.g., "ABC Corp", "XYZ Inc")
Selected companies are marked or highlighted in dropdown; filter shows active selections
Step 3
Click Apply Filter or close dropdown to apply company filter
Report updates to show only selected companies; other companies hidden
Step 4
Now apply Total Points From = 25, To = 75
Both filters combine: report shows only selected companies AND only individuals with Total Points 25-75
Step 5
Verify all visible rows match both company filter AND Total Points range
No rows from unselected companies appear; all individual rows have points within 25-75 range
Bug Risks
  • Company multi-select not working; single company only or selection ignored
  • Company filter and Total Points filters not working together (AND logic broken)
  • Unselected companies still visible in filtered report
  • Points filter not applied after company filter
Test complex filter combinations. Verify performance with multiple filters. Test clearing individual filters vs clearing all.
ABC-3112
TC-7.3 Export individual results to Excel; verify grouped layout, company/individual breakdowns
Hybrid
Member Engagement Reporting > Individual Report Results > TC-7.3
M
Medium Difficulty
⏱
8 min
Preconditions
  1. Individual Results view is displayed with company grouping
  2. Export to Excel button is visible
  3. Report contains at least 2 companies with multiple individuals each
Test Steps
Step 1
Click Export to Excel button
Excel file downloads with naming pattern member-engagement-individual-[timestamp].xlsx
Step 2
Open Excel file and verify layout maintains company grouping structure
Excel sheet shows Company A as header row, individual members indented or on subsequent rows; then Company B, etc.
Step 3
Verify company total row shows Total Company Points (e.g., sum of company-level + all member points)
Company total row displays aggregate company points correctly
Step 4
Verify individual member rows show Total Individual Points (not company aggregate)
Each member row displays only that individual's points; values match web display
Step 5
Spot-check data accuracy: compare 2-3 company sections and member rows between Excel and web
All data matches exactly; company totals and individual totals correct in Excel
Bug Risks
  • Export button not working or file corrupt
  • Grouped layout lost in Excel (flat structure instead)
  • Company totals missing or showing individual values
  • Data discrepancies between Excel and web display
  • Individual member sort order different in Excel than web
Test Excel formatting: verify readability of grouped structure. Test with filtered datasets (company filter applied). Verify file size is reasonable.
ABC-3114