# 5. Institute Reports — Test Cases

User Type: **Super Administrator**
Source: *Mi Digital Academy - Education CRM Features Document*
Spec: institute_reports.md — every feature, sub-feature, and rule covered

---

## Test Execution Policy
- Zero tolerance: any deviation from documented behavior = FAILED = bug
- Every bug is immediately logged/reported (Bug ID, feature, sub-feature,
  expected vs actual, severity) and fixed 100% before the group passes
- Feature group passes only at 100% test pass rate

## Coverage Matrix
| Feature | Sub-feature / Rule | Test IDs |
|---------|--------------------|----------|
| 5.1 Institute License Utilization | Utilization: the utilization (the utilization, the institute, the license, the seats, the period) | TC-SA-19-05-001 |
| 5.1 Institute License Utilization | Institute: the institute (the institute, the institute, the name, the utilization) | TC-SA-19-05-002 |
| 5.1 Institute License Utilization | License: the license (the license, the license, the type, the seats) | TC-SA-19-05-003 |
| 5.1 Institute License Utilization | Seat usage: the usage (the usage of the seats, the used, the available) | TC-SA-19-05-004 |
| 5.1 Institute License Utilization | Utilization period: the period (the period of the utilization, e.g., the monthly, the quarterly, the annual) | TC-SA-19-05-005 |
| 5.1 Institute License Utilization | Utilization comparison: the comparison (the comparison of the utilization, the institutes, the periods) | TC-SA-19-05-006 |
| 5.1 Institute License Utilization | Utilization export: the export (the utilization, the format, the period) | TC-SA-19-05-007 |
| 5.1 Institute License Utilization | Audit logging of the utilization reporting | TC-SA-19-05-008 |
| 5.1 Institute License Utilization | Rule: the utilization is the usage (the utilization, the institute, the license, the seats, the period); the utilization is the measure | TC-SA-19-05-001 |
| 5.1 Institute License Utilization | Rule: the institute is the client (the institute, the name, the utilization); the institute is the user | TC-SA-19-05-002 |
| 5.1 Institute License Utilization | Rule: the license is the entitlement (the license, the type, the seats); the license is the grant | TC-SA-19-05-003 |
| 5.1 Institute License Utilization | Rule: the seat usage is the measure (the usage of the seats, the used, the available); the usage is the value | TC-SA-19-05-004 |
| 5.1 Institute License Utilization | Rule: the utilization is visible (the utilization, the institutes, the seats, the period); the report is managed | TC-SA-19-05-005 |
| 5.1 Institute License Utilization | Rule: utilization reporting is audit-logged with the utilization, period, and timestamp | TC-SA-19-05-008 |
| 5.2 Batch-wise Performance Comparison | Performance: the performance (the performance, the performance, the batch, the metric, the value, the period) | TC-SA-19-05-009 |
| 5.2 Batch-wise Performance Comparison | Batch: the batch (the batch, the batch, the name, the performance) | TC-SA-19-05-010 |
| 5.2 Batch-wise Performance Comparison | Performance metric: the metric (the metric of the performance, e.g., the completion, the score) | TC-SA-19-05-011 |
| 5.2 Batch-wise Performance Comparison | Performance value: the value (the value of the metric, e.g., the percentage) | TC-SA-19-05-012 |
| 5.2 Batch-wise Performance Comparison | Performance period: the period (the period of the performance, e.g., the monthly, the quarterly, the annual) | TC-SA-19-05-013 |
| 5.2 Batch-wise Performance Comparison | Performance comparison: the comparison (the comparison of the performance, the batches, the periods) | TC-SA-19-05-014 |
| 5.2 Batch-wise Performance Comparison | Performance export: the export (the performance, the format, the period) | TC-SA-19-05-015 |
| 5.2 Batch-wise Performance Comparison | Audit logging of the batch performance comparison | TC-SA-19-05-016 |
| 5.2 Batch-wise Performance Comparison | Rule: the performance is the outcome (the performance, the batch, the metric, the value, the period); the performance is the result | TC-SA-19-05-009 |
| 5.2 Batch-wise Performance Comparison | Rule: the batch is the group (the batch, the name, the performance); the batch is the segment | TC-SA-19-05-010 |
| 5.2 Batch-wise Performance Comparison | Rule: the performance metric is the measure (the metric of the performance, e.g., the completion, the score); the metric is the value | TC-SA-19-05-011 |
| 5.2 Batch-wise Performance Comparison | Rule: the performance comparison is the analysis (the comparison of the performance, the batches, the periods); the comparison is the insight | TC-SA-19-05-014 |
| 5.2 Batch-wise Performance Comparison | Rule: the performance is visible (the performance, the batches, the metrics, the period); the comparison is managed | TC-SA-19-05-013 |
| 5.2 Batch-wise Performance Comparison | Rule: batch performance comparison is audit-logged with the performance, period, and timestamp | TC-SA-19-05-016 |
| 5.3 Course Completion Rates | Completion: the completion (the completion, the completion, the course, the rate, the period) | TC-SA-19-05-017 |
| 5.3 Course Completion Rates | Course: the course (the course, the course, the name, the completion) | TC-SA-19-05-018 |
| 5.3 Course Completion Rates | Completion rate: the rate (the rate of the completion, the percentage) | TC-SA-19-05-019 |
| 5.3 Course Completion Rates | Completion period: the period (the period of the completion, e.g., the monthly, the quarterly, the annual) | TC-SA-19-05-020 |
| 5.3 Course Completion Rates | Completion trend: the trend (the trend of the completion, the period, the change) | TC-SA-19-05-021 |
| 5.3 Course Completion Rates | Completion comparison: the comparison (the comparison of the completion, the courses, the periods) | TC-SA-19-05-022 |
| 5.3 Course Completion Rates | Completion export: the export (the completion, the format, the period) | TC-SA-19-05-023 |
| 5.3 Course Completion Rates | Audit logging of the completion reporting | TC-SA-19-05-024 |
| 5.3 Course Completion Rates | Rule: the completion is the finish (the completion, the course, the rate, the period); the completion is the outcome | TC-SA-19-05-017 |
| 5.3 Course Completion Rates | Rule: the course is the content (the course, the name, the completion); the course is the unit | TC-SA-19-05-018 |
| 5.3 Course Completion Rates | Rule: the completion rate is the measure (the rate of the completion, the percentage); the rate is the value | TC-SA-19-05-019 |
| 5.3 Course Completion Rates | Rule: the completion trend is the direction (the trend of the completion, the period, the change); the trend is the insight | TC-SA-19-05-021 |
| 5.3 Course Completion Rates | Rule: the completion is visible (the completion, the courses, the rates, the period); the report is managed | TC-SA-19-05-022 |
| 5.3 Course Completion Rates | Rule: completion reporting is audit-logged with the completion, period, and timestamp | TC-SA-19-05-024 |
| 5.4 Export Data for Institute Records | Data: the data (the data, the data, the institute, the type, the period) | TC-SA-19-05-025 |
| 5.4 Export Data for Institute Records | Institute: the institute (the institute, the institute, the name, the data) | TC-SA-19-05-026 |
| 5.4 Export Data for Institute Records | Data type: the type (the type of the data, e.g., the students, the performance, the license) | TC-SA-19-05-027 |
| 5.4 Export Data for Institute Records | Data period: the period (the period of the data, e.g., the monthly, the quarterly, the annual) | TC-SA-19-05-028 |
| 5.4 Export Data for Institute Records | Data format: the format (the format of the data, e.g., the CSV, the Excel, the PDF) | TC-SA-19-05-029 |
| 5.4 Export Data for Institute Records | Data export: the export (the export, the data, the format, the period) | TC-SA-19-05-030 |
| 5.4 Export Data for Institute Records | Data delivery: the delivery (the delivery of the data, the institute, the method) | TC-SA-19-05-031 |
| 5.4 Export Data for Institute Records | Audit logging of the data export | TC-SA-19-05-032 |
| 5.4 Export Data for Institute Records | Rule: the data is the record (the data, the institute, the type, the period); the data is the content | TC-SA-19-05-025 |
| 5.4 Export Data for Institute Records | Rule: the institute is the client (the institute, the name, the data); the institute is the user | TC-SA-19-05-026 |
| 5.4 Export Data for Institute Records | Rule: the data type is the segment (the type of the data, e.g., the students, the performance, the license); the type is the category | TC-SA-19-05-027 |
| 5.4 Export Data for Institute Records | Rule: the data format is the shape (the format of the data, e.g., the CSV, the Excel, the PDF); the format is the container | TC-SA-19-05-029 |
| 5.4 Export Data for Institute Records | Rule: the data is available (the data, the institutes, the types, the period); the export is managed | TC-SA-19-05-028 |
| 5.4 Export Data for Institute Records | Rule: data export is audit-logged with the data, period, and timestamp | TC-SA-19-05-032 |

## 5.1 Institute License Utilization

### TC-SA-19-05-001 — Utilization: the utilization (the utilization, the institute, the license, the seats, the period); the utilization is the measure
**Type:** Positive
**Covers:** 5.1 → Utilization: the utilization (the utilization, the institute, the license, the seats, the period); Rule: the utilization is the usage (the utilization, the institute, the license, the seats, the period); the utilization is the measure
**Preconditions:** Super Admin is logged in; institute license utilization data exists.
**Steps:**
1. Open Custom Reporting → Institute Reports.
2. Report the institute license utilization: the utilization (the utilization, the institute, the license, the seats, the period) — verify the utilization is the usage.
3. Verify each utilization entry shows the institute, the license, the seats, and the period.
4. An institute activates a new seat — verify the utilization updates.
**Expected Result:** The utilization is reported — the utilization, the institute, the license, the seats, and the period are the measure.
**Priority:** Critical

### TC-SA-19-05-002 — Institute: the institute (the institute, the institute, the name, the utilization); the institute is the user
**Type:** Positive
**Covers:** 5.1 → Institute: the institute (the institute, the institute, the name, the utilization); Rule: the institute is the client (the institute, the name, the utilization); the institute is the user
**Preconditions:** Utilization data exists for multiple institutes.
**Steps:**
1. Select the institutes: the institute (the institute, the institute, the name, the utilization) — verify the institute is the client.
2. Verify utilization is segmented by institute.
3. Verify each institute's utilization is accurate.
**Expected Result:** The institute is shown — the institute, the name, and the utilization are the user.
**Priority:** High

### TC-SA-19-05-003 — License: the license (the license, the license, the type, the seats); the license is the grant
**Type:** Positive
**Covers:** 5.1 → License: the license (the license, the license, the type, the seats); Rule: the license is the entitlement (the license, the type, the seats); the license is the grant
**Preconditions:** Utilization data exists for multiple license types.
**Steps:**
1. View the license: the license (the license, the license, the type, the seats) — verify the license is the entitlement.
2. Verify each license shows the type and the seats.
3. Verify the seat counts match the license configuration.
**Expected Result:** The license is shown — the license, the type, and the seats are the grant.
**Priority:** High

### TC-SA-19-05-004 — Seat usage: the usage (the usage of the seats, the used, the available); the usage is the value
**Type:** Edge
**Covers:** 5.1 → Seat usage: the usage (the usage of the seats, the used, the available); Rule: the seat usage is the measure (the usage of the seats, the used, the available); the usage is the value
**Preconditions:** Utilization data exists; an institute with all seats used (100% edge) and one with zero seats used (0% edge) also exist.
**Steps:**
1. View the seat usage: the usage (the usage of the seats, the used, the available) — verify the usage is the measure.
2. Verify used + available = total seats for each institute.
3. View the institute with all seats used — verify 100% usage; view the one with zero used — verify 0% (no error).
**Expected Result:** The seat usage is shown — the usage of the seats, the used, and the available are the value; 0% and 100% edges are handled.
**Priority:** High

### TC-SA-19-05-005 — Utilization period: the period (the period of the utilization, e.g., the monthly, the quarterly, the annual); the report is managed
**Type:** Positive
**Covers:** 5.1 → Utilization period: the period (the period of the utilization, e.g., the monthly, the quarterly, the annual); Rule: the utilization is visible (the utilization, the institutes, the seats, the period); the report is managed
**Preconditions:** Utilization data exists across monthly, quarterly, and annual periods.
**Steps:**
1. Set the utilization period: the period (the period of the utilization, e.g., the monthly, the quarterly, the annual) — verify the period is the scope.
2. Switch between monthly, quarterly, and annual — verify the utilization updates for each period.
3. Verify the utilization is visible for the period.
**Expected Result:** The utilization period is set — the period of the utilization (the monthly, the quarterly, the annual) is the scope; the report is managed.
**Priority:** High

### TC-SA-19-05-006 — Utilization comparison: the comparison (the comparison of the utilization, the institutes, the periods); the comparison is the insight
**Type:** Positive
**Covers:** 5.1 → Utilization comparison: the comparison (the comparison of the utilization, the institutes, the periods)
**Preconditions:** Utilization data exists across multiple institutes and periods.
**Steps:**
1. Compare the utilization: the comparison (the comparison of the utilization, the institutes, the periods) — verify the comparison is the analysis.
2. Verify the comparison shows the utilization across the selected institutes and periods.
3. Verify the comparison values are accurate.
**Expected Result:** The utilization comparison works — the comparison of the utilization across the institutes and periods is the insight.
**Priority:** High

### TC-SA-19-05-007 — Utilization export: the export (the utilization, the format, the period); the export is the record
**Type:** Positive
**Covers:** 5.1 → Utilization export: the export (the utilization, the format, the period)
**Preconditions:** Utilization data exists for a period.
**Steps:**
1. Export the utilization: the export (the utilization, the format, the period).
2. Verify the export is generated in the selected format.
3. Verify the exported data matches the utilization report.
**Expected Result:** The utilization is exported — the utilization in the selected format for the period is generated.
**Priority:** Medium

### TC-SA-19-05-008 — Utilization reporting is audit-logged with the utilization, period, and timestamp
**Type:** Positive
**Covers:** 5.1 → Audit logging of the utilization reporting; Rule: utilization reporting is audit-logged with the utilization, period, and timestamp
**Preconditions:** Super Admin has reported the institute license utilization.
**Steps:**
1. Open the audit trail and filter by "utilization".
2. Verify entries show the utilization, the period, and the timestamp.
**Expected Result:** The utilization reporting is audit-logged with the utilization, period, and timestamp.
**Priority:** Critical

## 5.2 Batch-wise Performance Comparison

### TC-SA-19-05-009 — Performance: the performance (the performance, the performance, the batch, the metric, the value, the period); the performance is the result
**Type:** Positive
**Covers:** 5.2 → Performance: the performance (the performance, the performance, the batch, the metric, the value, the period); Rule: the performance is the outcome (the performance, the batch, the metric, the value, the period); the performance is the result
**Preconditions:** Batch performance data exists.
**Steps:**
1. Compare the batch-wise performance: the performance (the performance, the performance, the batch, the metric, the value, the period) — verify the performance is the outcome.
2. Verify each performance entry shows the batch, the metric, the value, and the period.
3. New learning activity occurs in a batch — verify the performance updates.
**Expected Result:** The performance is compared — the performance, the batch, the metric, the value, and the period are the result.
**Priority:** Critical

### TC-SA-19-05-010 — Batch: the batch (the batch, the batch, the name, the performance); the batch is the segment
**Type:** Positive
**Covers:** 5.2 → Batch: the batch (the batch, the batch, the name, the performance); Rule: the batch is the group (the batch, the name, the performance); the batch is the segment
**Preconditions:** Performance data exists for multiple batches.
**Steps:**
1. Select the batches: the batch (the batch, the batch, the name, the performance) — verify the batch is the group.
2. Verify performance is segmented by batch.
3. Verify each batch's performance value is accurate.
**Expected Result:** The batch is shown — the batch, the name, and the performance are the segment.
**Priority:** High

### TC-SA-19-05-011 — Performance metric: the metric (the metric of the performance, e.g., the completion, the score); the metric is the value
**Type:** Positive
**Covers:** 5.2 → Performance metric: the metric (the metric of the performance, e.g., the completion, the score); Rule: the performance metric is the measure (the metric of the performance, e.g., the completion, the score); the metric is the value
**Preconditions:** Performance data with multiple metrics exists.
**Steps:**
1. View the performance metric: the metric (the metric of the performance, e.g., the completion, the score) — verify the metric is the measure.
2. Verify the metrics (completion, score) are shown.
3. Verify each metric is accurate for the batch.
**Expected Result:** The performance metric is shown — the metric of the performance (the completion, the score) is the value.
**Priority:** High

### TC-SA-19-05-012 — Performance value: the value (the value of the metric, e.g., the percentage); the value is the result
**Type:** Positive
**Covers:** 5.2 → Performance value: the value (the value of the metric, e.g., the percentage)
**Preconditions:** Performance data with metric values exists.
**Steps:**
1. View the performance value: the value (the value of the metric, e.g., the percentage) — verify the value is the result.
2. Verify each metric's value is shown (the percentage).
3. Verify the values are accurate for the batch.
**Expected Result:** The performance value is shown — the value of the metric (the percentage) is the result.
**Priority:** High

### TC-SA-19-05-013 — Performance period: the period (the period of the performance, e.g., the monthly, the quarterly, the annual); the comparison is managed
**Type:** Positive
**Covers:** 5.2 → Performance period: the period (the period of the performance, e.g., the monthly, the quarterly, the annual); Rule: the performance is visible (the performance, the batches, the metrics, the period); the comparison is managed
**Preconditions:** Performance data exists across monthly, quarterly, and annual periods.
**Steps:**
1. Set the performance period: the period (the period of the performance, e.g., the monthly, the quarterly, the annual) — verify the period is the scope.
2. Switch between monthly, quarterly, and annual — verify the performance updates for each period.
3. Verify the performance is visible for the period.
**Expected Result:** The performance period is set — the period of the performance (the monthly, the quarterly, the annual) is the scope; the comparison is managed.
**Priority:** High

### TC-SA-19-05-014 — Performance comparison: the comparison (the comparison of the performance, the batches, the periods); the comparison is the insight
**Type:** Positive
**Covers:** 5.2 → Performance comparison: the comparison (the comparison of the performance, the batches, the periods); Rule: the performance comparison is the analysis (the comparison of the performance, the batches, the periods); the comparison is the insight
**Preconditions:** Performance data exists across multiple batches and periods.
**Steps:**
1. Compare the performance: the comparison (the comparison of the performance, the batches, the periods) — verify the comparison is the analysis.
2. Verify the comparison shows the performance across the selected batches and periods.
3. Verify the comparison values are accurate.
**Expected Result:** The performance comparison works — the comparison of the performance across the batches and periods is the insight.
**Priority:** High

### TC-SA-19-05-015 — Performance export: the export (the performance, the format, the period); the export is the record
**Type:** Positive
**Covers:** 5.2 → Performance export: the export (the performance, the format, the period)
**Preconditions:** Performance data exists for a period.
**Steps:**
1. Export the performance: the export (the performance, the format, the period).
2. Verify the export is generated in the selected format.
3. Verify the exported data matches the batch performance comparison.
**Expected Result:** The performance is exported — the performance in the selected format for the period is generated.
**Priority:** Medium

### TC-SA-19-05-016 — Batch performance comparison is audit-logged with the performance, period, and timestamp
**Type:** Positive
**Covers:** 5.2 → Audit logging of the batch performance comparison; Rule: batch performance comparison is audit-logged with the performance, period, and timestamp
**Preconditions:** Super Admin has compared the batch-wise performance.
**Steps:**
1. Open the audit trail and filter by "batch performance".
2. Verify entries show the performance, the period, and the timestamp.
**Expected Result:** The batch performance comparison is audit-logged with the performance, period, and timestamp.
**Priority:** Critical

## 5.3 Course Completion Rates

### TC-SA-19-05-017 — Completion: the completion (the completion, the completion, the course, the rate, the period); the completion is the outcome
**Type:** Positive
**Covers:** 5.3 → Completion: the completion (the completion, the completion, the course, the rate, the period); Rule: the completion is the finish (the completion, the course, the rate, the period); the completion is the outcome
**Preconditions:** Course completion data exists.
**Steps:**
1. Report the course completion rates: the completion (the completion, the completion, the course, the rate, the period) — verify the completion is the finish.
2. Verify each completion entry shows the course, the rate, and the period.
3. A student completes a course — verify the completion updates.
**Expected Result:** The completion is reported — the completion, the course, the rate, and the period are the outcome.
**Priority:** Critical

### TC-SA-19-05-018 — Course: the course (the course, the course, the name, the completion); the course is the unit
**Type:** Positive
**Covers:** 5.3 → Course: the course (the course, the course, the name, the completion); Rule: the course is the content (the course, the name, the completion); the course is the unit
**Preconditions:** Completion data exists for multiple courses.
**Steps:**
1. Select the courses: the course (the course, the course, the name, the completion) — verify the course is the content.
2. Verify completion is segmented by course.
3. Verify each course's completion rate is accurate.
**Expected Result:** The course is shown — the course, the name, and the completion are the unit.
**Priority:** High

### TC-SA-19-05-019 — Completion rate: the rate (the rate of the completion, the percentage); the rate is the value
**Type:** Edge
**Covers:** 5.3 → Completion rate: the rate (the rate of the completion, the percentage); Rule: the completion rate is the measure (the rate of the completion, the percentage); the rate is the value
**Preconditions:** Completion data exists; a course with zero enrollments (division edge) also exists.
**Steps:**
1. View the completion rate: the rate (the rate of the completion, the percentage) — verify the rate is the measure.
2. Verify the rate is calculated correctly (completions / enrollments × 100).
3. View a course with zero enrollments — verify the rate shows 0% (no division error).
**Expected Result:** The completion rate is shown — the rate of the completion and the percentage are the value; a zero-enrollment course is handled.
**Priority:** High

### TC-SA-19-05-020 — Completion period: the period (the period of the completion, e.g., the monthly, the quarterly, the annual); the period is the scope
**Type:** Positive
**Covers:** 5.3 → Completion period: the period (the period of the completion, e.g., the monthly, the quarterly, the annual)
**Preconditions:** Completion data exists across monthly, quarterly, and annual periods.
**Steps:**
1. Set the completion period: the period (the period of the completion, e.g., the monthly, the quarterly, the annual) — verify the period is the scope.
2. Switch between monthly, quarterly, and annual — verify the completion updates for each period.
3. Verify each period covers the correct date range.
**Expected Result:** The completion period is set — the period of the completion (the monthly, the quarterly, the annual) is the scope.
**Priority:** High

### TC-SA-19-05-021 — Completion trend: the trend (the trend of the completion, the period, the change); the trend is the insight
**Type:** Positive
**Covers:** 5.3 → Completion trend: the trend (the trend of the completion, the period, the change); Rule: the completion trend is the direction (the trend of the completion, the period, the change); the trend is the insight
**Preconditions:** Completion data exists across multiple periods.
**Steps:**
1. View the completion trend: the trend (the trend of the completion, the period, the change) — verify the trend is the direction.
2. Verify the trend shows the completion over time with the period and the change.
3. Verify the trend values are accurate.
**Expected Result:** The completion trend is shown — the trend of the completion, the period, and the change are the insight.
**Priority:** High

### TC-SA-19-05-022 — Completion comparison: the comparison (the comparison of the completion, the courses, the periods); the report is managed
**Type:** Positive
**Covers:** 5.3 → Completion comparison: the comparison (the comparison of the completion, the courses, the periods); Rule: the completion is visible (the completion, the courses, the rates, the period); the report is managed
**Preconditions:** Completion data exists across multiple courses and periods.
**Steps:**
1. Compare the completion: the comparison (the comparison of the completion, the courses, the periods) — verify the completion is visible.
2. Verify the comparison shows the completion across the selected courses and periods.
3. Verify the comparison values are accurate.
**Expected Result:** The completion comparison works — the comparison of the completion across the courses and periods is visible; the report is managed.
**Priority:** High

### TC-SA-19-05-023 — Completion export: the export (the completion, the format, the period); the export is the record
**Type:** Positive
**Covers:** 5.3 → Completion export: the export (the completion, the format, the period)
**Preconditions:** Completion data exists for a period.
**Steps:**
1. Export the completion: the export (the completion, the format, the period).
2. Verify the export is generated in the selected format.
3. Verify the exported data matches the completion report.
**Expected Result:** The completion is exported — the completion in the selected format for the period is generated.
**Priority:** Medium

### TC-SA-19-05-024 — Completion reporting is audit-logged with the completion, period, and timestamp
**Type:** Positive
**Covers:** 5.3 → Audit logging of the completion reporting; Rule: completion reporting is audit-logged with the completion, period, and timestamp
**Preconditions:** Super Admin has reported the course completion rates.
**Steps:**
1. Open the audit trail and filter by "completion".
2. Verify entries show the completion, the period, and the timestamp.
**Expected Result:** The completion reporting is audit-logged with the completion, period, and timestamp.
**Priority:** Critical

## 5.4 Export Data for Institute Records

### TC-SA-19-05-025 — Data: the data (the data, the data, the institute, the type, the period); the data is the content
**Type:** Positive
**Covers:** 5.4 → Data: the data (the data, the data, the institute, the type, the period); Rule: the data is the record (the data, the institute, the type, the period); the data is the content
**Preconditions:** Super Admin is logged in; institute data exists.
**Steps:**
1. Open Custom Reporting → Institute Reports → Export Data for Institute Records.
2. Select the data: the data (the data, the data, the institute, the type, the period) — verify the data is the record.
3. Verify each data entry shows the institute, the type, and the period.
**Expected Result:** The data is selected — the data, the institute, the type, and the period are the content.
**Priority:** Critical

### TC-SA-19-05-026 — Institute: the institute (the institute, the institute, the name, the data); the institute is the user
**Type:** Positive
**Covers:** 5.4 → Institute: the institute (the institute, the institute, the name, the data); Rule: the institute is the client (the institute, the name, the data); the institute is the user
**Preconditions:** Data exists for multiple institutes.
**Steps:**
1. Select the institutes: the institute (the institute, the institute, the name, the data) — verify the institute is the client.
2. Verify data is segmented by institute.
3. Verify each institute's data is accurate.
**Expected Result:** The institute is shown — the institute, the name, and the data are the user.
**Priority:** High

### TC-SA-19-05-027 — Data type: the type (the type of the data, e.g., the students, the performance, the license); the type is the category
**Type:** Positive
**Covers:** 5.4 → Data type: the type (the type of the data, e.g., the students, the performance, the license); Rule: the data type is the segment (the type of the data, e.g., the students, the performance, the license); the type is the category
**Preconditions:** Data of multiple types exists.
**Steps:**
1. Select the data types: the type (the type of the data, e.g., the students, the performance, the license) — verify the type is the segment.
2. Verify data is segmented by type.
3. Verify each type's data is accurate.
**Expected Result:** The data type is shown — the type of the data (the students, the performance, the license) is the category.
**Priority:** High

### TC-SA-19-05-028 — Data period: the period (the period of the data, e.g., the monthly, the quarterly, the annual); the export is managed
**Type:** Positive
**Covers:** 5.4 → Data period: the period (the period of the data, e.g., the monthly, the quarterly, the annual); Rule: the data is available (the data, the institutes, the types, the period); the export is managed
**Preconditions:** Data exists across monthly, quarterly, and annual periods.
**Steps:**
1. Set the data period: the period (the period of the data, e.g., the monthly, the quarterly, the annual) — verify the period is the scope.
2. Switch between monthly, quarterly, and annual — verify the data updates for each period.
3. Verify the data is available for the period.
**Expected Result:** The data period is set — the period of the data (the monthly, the quarterly, the annual) is the scope; the export is managed.
**Priority:** High

### TC-SA-19-05-029 — Data format: the format (the format of the data, e.g., the CSV, the Excel, the PDF); the format is the container
**Type:** Positive
**Covers:** 5.4 → Data format: the format (the format of the data, e.g., the CSV, the Excel, the PDF); Rule: the data format is the shape (the format of the data, e.g., the CSV, the Excel, the PDF); the format is the container
**Preconditions:** Data exists for export.
**Steps:**
1. Select the data format: the format (the format of the data, e.g., the CSV, the Excel, the PDF) — verify the format is the shape.
2. Export in each format (CSV, Excel, PDF) — verify each is generated correctly.
3. Verify the exported files open and display the data correctly.
**Expected Result:** The data format is selected — the format of the data (the CSV, the Excel, the PDF) is the container.
**Priority:** High

### TC-SA-19-05-030 — Data export: the export (the export, the data, the format, the period); the export is the action
**Type:** Positive
**Covers:** 5.4 → Data export: the export (the export, the data, the format, the period)
**Preconditions:** Data is selected with type, period, and format.
**Steps:**
1. Export the data: the export (the export, the data, the format, the period).
2. Verify the export is generated in the selected format.
3. Verify the exported data matches the selected data, format, and period.
**Expected Result:** The data is exported — the data in the selected format for the period is generated.
**Priority:** High

### TC-SA-19-05-031 — Data delivery: the delivery (the delivery of the data, the institute, the method); the delivery is the transfer
**Type:** Positive
**Covers:** 5.4 → Data delivery: the delivery (the delivery of the data, the institute, the method)
**Preconditions:** Data export is ready for delivery.
**Steps:**
1. Deliver the data: the delivery (the delivery of the data, the institute, the method) — verify the delivery is the transfer.
2. Verify the data is delivered to the institute via the selected method.
3. Verify the institute receives the data correctly.
**Expected Result:** The data is delivered — the delivery of the data to the institute via the method is the transfer.
**Priority:** High

### TC-SA-19-05-032 — Data export is audit-logged with the data, period, and timestamp
**Type:** Positive
**Covers:** 5.4 → Audit logging of the data export; Rule: data export is audit-logged with the data, period, and timestamp
**Preconditions:** Super Admin has exported data for institute records.
**Steps:**
1. Open the audit trail and filter by "data export".
2. Verify entries show the data, the period, and the timestamp.
**Expected Result:** The data export is audit-logged with the data, period, and timestamp.
**Priority:** Critical