# 4. Data Export & Scheduled Analytics — Test Cases

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

## Test Execution Policy

- Zero tolerance: any deviation from the documented behavior is a defect.
- Every failed test is logged with a Bug ID, the feature, the sub-feature, the expected vs actual result, and the severity; 100% of bugs are fixed before the group passes.
- 100% pass rate is required for the group to be marked complete.

## Coverage Matrix

| Feature | Sub-feature / Rule | Test IDs |
|---------|--------------------|----------|
| 4.1 | Analytics data export | TC-TI-6-04-001 |
| 4.1 | Select the dataset | TC-TI-6-04-002 |
| 4.1 | Set the date range | TC-TI-6-04-003 |
| 4.1 | Select the export format | TC-TI-6-04-004 |
| 4.1 | Export downloaded | TC-TI-6-04-005 |
| 4.1 | Export includes only entitled data | TC-TI-6-04-006 |
| 4.1 | Export available on web and mobile | TC-TI-6-04-007 |
| 4.1 | Export event logging (exported) | TC-TI-6-04-008 |
| 4.1 | Audit logging of the analytics data export | TC-TI-6-04-009 |
| 4.1 | Rule: The export includes only the data the Institute is entitled to. | TC-TI-6-04-001 |
| 4.1 | Rule: The export is limited to the selected date range. | TC-TI-6-04-002 |
| 4.1 | Rule: Export events (exported) are logged with the account and the timestamp. | TC-TI-6-04-003 |
| 4.1 | Rule: The analytics data export is audit-logged with the account and the timestamp. | TC-TI-6-04-004 |
| 4.2 | Schedule analytics delivery | TC-TI-6-04-010 |
| 4.2 | Select the report or dashboard | TC-TI-6-04-011 |
| 4.2 | Set the frequency | TC-TI-6-04-012 |
| 4.2 | Select the recipients | TC-TI-6-04-013 |
| 4.2 | Delivered by email on schedule | TC-TI-6-04-014 |
| 4.2 | Scheduled deliveries list | TC-TI-6-04-015 |
| 4.2 | Pause or cancel a delivery | TC-TI-6-04-016 |
| 4.2 | Scheduling available on web and mobile | TC-TI-6-04-017 |
| 4.2 | Scheduling event logging (scheduled, delivered) | TC-TI-6-04-018 |
| 4.2 | Audit logging of the scheduled analytics delivery | TC-TI-6-04-019 |
| 4.2 | Rule: The delivery is by email on schedule. | TC-TI-6-04-010 |
| 4.2 | Rule: A scheduled delivery can be paused or cancelled. | TC-TI-6-04-011 |
| 4.2 | Rule: Scheduling events (scheduled, delivered) are logged with the account and the timestamp. | TC-TI-6-04-012 |
| 4.2 | Rule: The scheduled analytics delivery is audit-logged with the account and the timestamp. | TC-TI-6-04-013 |
| 4.3 | Benchmark comparison view | TC-TI-6-04-020 |
| 4.3 | Metrics vs industry averages | TC-TI-6-04-021 |
| 4.3 | Enrollment benchmark | TC-TI-6-04-022 |
| 4.3 | Retention benchmark | TC-TI-6-04-023 |
| 4.3 | Completion benchmark | TC-TI-6-04-024 |
| 4.3 | Similar-institute cohort shown | TC-TI-6-04-025 |
| 4.3 | Benchmark available on web and mobile | TC-TI-6-04-026 |
| 4.3 | Benchmark event logging (viewed) | TC-TI-6-04-027 |
| 4.3 | Audit logging of the benchmark and industry comparison | TC-TI-6-04-028 |
| 4.3 | Rule: The industry data is anonymized and aggregated. | TC-TI-6-04-020 |
| 4.3 | Rule: The cohort is of similar institutes. | TC-TI-6-04-021 |
| 4.3 | Rule: Benchmark events (viewed) are logged with the account and the timestamp. | TC-TI-6-04-022 |
| 4.3 | Rule: The benchmark and industry comparison is audit-logged with the account and the timestamp. | TC-TI-6-04-023 |

## 4.1 Analytics Data Export

### TC-TI-6-04-001 — Analytics data export
**Type:** Positive
**Covers:** 4.1 → Analytics data export; Rule: The export includes only the data the Institute is entitled to.
**Preconditions:** A Training Institute account is active and the Training Institute is in the state required for this behavior.
**Steps:**
1. As a Training Institute, set up the precondition and perform: Analytics data export.
2. Observe the result and verify the full behavior: Analytics data export.
**Expected Result:** Analytics data export — delivered exactly as documented.
**Priority:** Critical

### TC-TI-6-04-002 — Select the dataset
**Type:** Positive
**Covers:** 4.1 → Select the dataset; Rule: The export is limited to the selected date range.
**Preconditions:** A Training Institute account is active and the Training Institute is in the state required for this behavior.
**Steps:**
1. As a Training Institute, set up the precondition and perform: Select the dataset.
2. Observe the result and verify the full behavior: Select the dataset.
**Expected Result:** Select the dataset — delivered exactly as documented.
**Priority:** High

### TC-TI-6-04-003 — Set the date range
**Type:** Positive
**Covers:** 4.1 → Set the date range; Rule: Export events (exported) are logged with the account and the timestamp.
**Preconditions:** A Training Institute account is active and the Training Institute is in the state required for this behavior.
**Steps:**
1. As a Training Institute, set up the precondition and perform: Set the date range.
2. Observe the result and verify the full behavior: Set the date range.
**Expected Result:** Set the date range — delivered exactly as documented.
**Priority:** High

### TC-TI-6-04-004 — Select the export format
**Type:** Positive
**Covers:** 4.1 → Select the export format; Rule: The analytics data export is audit-logged with the account and the timestamp.
**Preconditions:** A Training Institute account is active and the Training Institute is in the state required for this behavior.
**Steps:**
1. As a Training Institute, set up the precondition and perform: Select the export format.
2. Observe the result and verify the full behavior: Select the export format.
**Expected Result:** Select the export format — delivered exactly as documented.
**Priority:** High

### TC-TI-6-04-005 — Export downloaded
**Type:** Positive
**Covers:** 4.1 → Export downloaded
**Preconditions:** A Training Institute account is active and the Training Institute is in the state required for this behavior.
**Steps:**
1. As a Training Institute, set up the precondition and perform: Export downloaded.
2. Observe the result and verify the full behavior: Export downloaded.
**Expected Result:** Export downloaded — delivered exactly as documented.
**Priority:** High

### TC-TI-6-04-006 — Export includes only entitled data
**Type:** Positive
**Covers:** 4.1 → Export includes only entitled data
**Preconditions:** A Training Institute account is active and the Training Institute is in the state required for this behavior.
**Steps:**
1. As a Training Institute, set up the precondition and perform: Export includes only entitled data.
2. Observe the result and verify the full behavior: Export includes only entitled data.
**Expected Result:** Export includes only entitled data — delivered exactly as documented.
**Priority:** High

### TC-TI-6-04-007 — Export available on web and mobile
**Type:** Positive
**Covers:** 4.1 → Export available on web and mobile
**Preconditions:** A Training Institute account is active and the Training Institute is in the state required for this behavior.
**Steps:**
1. As a Training Institute, set up the precondition and perform: Export available on web and mobile.
2. Observe the result and verify the full behavior: Export available on web and mobile.
**Expected Result:** Export available on web and mobile — delivered exactly as documented.
**Priority:** High

### TC-TI-6-04-008 — Export event logging (exported)
**Type:** Positive
**Covers:** 4.1 → Export event logging (exported)
**Preconditions:** A Training Institute account is active and the Training Institute is in the state required for this behavior.
**Steps:**
1. As a Training Institute, set up the precondition and perform: Export event logging (exported).
2. Observe the result and verify the full behavior: Export event logging (exported).
**Expected Result:** Export event logging (exported) — delivered exactly as documented.
**Priority:** High

### TC-TI-6-04-009 — Audit logging of the analytics data export
**Type:** Positive
**Covers:** 4.1 → Audit logging of the analytics data export
**Preconditions:** A Training Institute account is active and the Training Institute is in the state required for this behavior.
**Steps:**
1. As a Training Institute, perform the analytics data export action.
2. Open the audit log and verify the entry for the action.
**Expected Result:** The analytics data export action is recorded in the audit log with the account and the timestamp.
**Priority:** Critical


## 4.2 Scheduled Analytics Delivery

### TC-TI-6-04-010 — Schedule analytics delivery
**Type:** Positive
**Covers:** 4.2 → Schedule analytics delivery; Rule: The delivery is by email on schedule.
**Preconditions:** A Training Institute account is active and the Training Institute is in the state required for this behavior.
**Steps:**
1. As a Training Institute, set up the precondition and perform: Schedule analytics delivery.
2. Observe the result and verify the full behavior: Schedule analytics delivery.
**Expected Result:** Schedule analytics delivery — delivered exactly as documented.
**Priority:** Critical

### TC-TI-6-04-011 — Select the report or dashboard
**Type:** Positive
**Covers:** 4.2 → Select the report or dashboard; Rule: A scheduled delivery can be paused or cancelled.
**Preconditions:** A Training Institute account is active and the Training Institute is in the state required for this behavior.
**Steps:**
1. As a Training Institute, set up the precondition and perform: Select the report or dashboard.
2. Observe the result and verify the full behavior: Select the report or dashboard.
**Expected Result:** Select the report or dashboard — delivered exactly as documented.
**Priority:** High

### TC-TI-6-04-012 — Set the frequency
**Type:** Positive
**Covers:** 4.2 → Set the frequency; Rule: Scheduling events (scheduled, delivered) are logged with the account and the timestamp.
**Preconditions:** A Training Institute account is active and the Training Institute is in the state required for this behavior.
**Steps:**
1. As a Training Institute, set up the precondition and perform: Set the frequency.
2. Observe the result and verify the full behavior: Set the frequency.
**Expected Result:** Set the frequency — delivered exactly as documented.
**Priority:** High

### TC-TI-6-04-013 — Select the recipients
**Type:** Positive
**Covers:** 4.2 → Select the recipients; Rule: The scheduled analytics delivery is audit-logged with the account and the timestamp.
**Preconditions:** A Training Institute account is active and the Training Institute is in the state required for this behavior.
**Steps:**
1. As a Training Institute, set up the precondition and perform: Select the recipients.
2. Observe the result and verify the full behavior: Select the recipients.
**Expected Result:** Select the recipients — delivered exactly as documented.
**Priority:** High

### TC-TI-6-04-014 — Delivered by email on schedule
**Type:** Positive
**Covers:** 4.2 → Delivered by email on schedule
**Preconditions:** A Training Institute account is active and the Training Institute is in the state required for this behavior.
**Steps:**
1. As a Training Institute, set up the precondition and perform: Delivered by email on schedule.
2. Observe the result and verify the full behavior: Delivered by email on schedule.
**Expected Result:** Delivered by email on schedule — delivered exactly as documented.
**Priority:** High

### TC-TI-6-04-015 — Scheduled deliveries list
**Type:** Positive
**Covers:** 4.2 → Scheduled deliveries list
**Preconditions:** A Training Institute account is active and the Training Institute is in the state required for this behavior.
**Steps:**
1. As a Training Institute, set up the precondition and perform: Scheduled deliveries list.
2. Observe the result and verify the full behavior: Scheduled deliveries list.
**Expected Result:** Scheduled deliveries list — delivered exactly as documented.
**Priority:** High

### TC-TI-6-04-016 — Pause or cancel a delivery
**Type:** Positive
**Covers:** 4.2 → Pause or cancel a delivery
**Preconditions:** A Training Institute account is active and the Training Institute is in the state required for this behavior.
**Steps:**
1. As a Training Institute, set up the precondition and perform: Pause or cancel a delivery.
2. Observe the result and verify the full behavior: Pause or cancel a delivery.
**Expected Result:** Pause or cancel a delivery — delivered exactly as documented.
**Priority:** High

### TC-TI-6-04-017 — Scheduling available on web and mobile
**Type:** Positive
**Covers:** 4.2 → Scheduling available on web and mobile
**Preconditions:** A Training Institute account is active and the Training Institute is in the state required for this behavior.
**Steps:**
1. As a Training Institute, set up the precondition and perform: Scheduling available on web and mobile.
2. Observe the result and verify the full behavior: Scheduling available on web and mobile.
**Expected Result:** Scheduling available on web and mobile — delivered exactly as documented.
**Priority:** High

### TC-TI-6-04-018 — Scheduling event logging (scheduled, delivered)
**Type:** Positive
**Covers:** 4.2 → Scheduling event logging (scheduled, delivered)
**Preconditions:** A Training Institute account is active and the Training Institute is in the state required for this behavior.
**Steps:**
1. As a Training Institute, set up the precondition and perform: Scheduling event logging (scheduled, delivered).
2. Observe the result and verify the full behavior: Scheduling event logging (scheduled, delivered).
**Expected Result:** Scheduling event logging (scheduled, delivered) — delivered exactly as documented.
**Priority:** High

### TC-TI-6-04-019 — Audit logging of the scheduled analytics delivery
**Type:** Positive
**Covers:** 4.2 → Audit logging of the scheduled analytics delivery
**Preconditions:** A Training Institute account is active and the Training Institute is in the state required for this behavior.
**Steps:**
1. As a Training Institute, perform the scheduled analytics delivery action.
2. Open the audit log and verify the entry for the action.
**Expected Result:** The scheduled analytics delivery action is recorded in the audit log with the account and the timestamp.
**Priority:** Critical


## 4.3 Benchmark & Industry Comparison

### TC-TI-6-04-020 — Benchmark comparison view
**Type:** Positive
**Covers:** 4.3 → Benchmark comparison view; Rule: The industry data is anonymized and aggregated.
**Preconditions:** A Training Institute account is active and the Training Institute is in the state required for this behavior.
**Steps:**
1. As a Training Institute, set up the precondition and perform: Benchmark comparison view.
2. Observe the result and verify the full behavior: Benchmark comparison view.
**Expected Result:** Benchmark comparison view — delivered exactly as documented.
**Priority:** Critical

### TC-TI-6-04-021 — Metrics vs industry averages
**Type:** Positive
**Covers:** 4.3 → Metrics vs industry averages; Rule: The cohort is of similar institutes.
**Preconditions:** A Training Institute account is active and the Training Institute is in the state required for this behavior.
**Steps:**
1. As a Training Institute, set up the precondition and perform: Metrics vs industry averages.
2. Observe the result and verify the full behavior: Metrics vs industry averages.
**Expected Result:** Metrics vs industry averages — delivered exactly as documented.
**Priority:** High

### TC-TI-6-04-022 — Enrollment benchmark
**Type:** Positive
**Covers:** 4.3 → Enrollment benchmark; Rule: Benchmark events (viewed) are logged with the account and the timestamp.
**Preconditions:** A Training Institute account is active and the Training Institute is in the state required for this behavior.
**Steps:**
1. As a Training Institute, set up the precondition and perform: Enrollment benchmark.
2. Observe the result and verify the full behavior: Enrollment benchmark.
**Expected Result:** Enrollment benchmark — delivered exactly as documented.
**Priority:** High

### TC-TI-6-04-023 — Retention benchmark
**Type:** Positive
**Covers:** 4.3 → Retention benchmark; Rule: The benchmark and industry comparison is audit-logged with the account and the timestamp.
**Preconditions:** A Training Institute account is active and the Training Institute is in the state required for this behavior.
**Steps:**
1. As a Training Institute, set up the precondition and perform: Retention benchmark.
2. Observe the result and verify the full behavior: Retention benchmark.
**Expected Result:** Retention benchmark — delivered exactly as documented.
**Priority:** High

### TC-TI-6-04-024 — Completion benchmark
**Type:** Positive
**Covers:** 4.3 → Completion benchmark
**Preconditions:** A Training Institute account is active and the Training Institute is in the state required for this behavior.
**Steps:**
1. As a Training Institute, set up the precondition and perform: Completion benchmark.
2. Observe the result and verify the full behavior: Completion benchmark.
**Expected Result:** Completion benchmark — delivered exactly as documented.
**Priority:** High

### TC-TI-6-04-025 — Similar-institute cohort shown
**Type:** Positive
**Covers:** 4.3 → Similar-institute cohort shown
**Preconditions:** A Training Institute account is active and the Training Institute is in the state required for this behavior.
**Steps:**
1. As a Training Institute, set up the precondition and perform: Similar-institute cohort shown.
2. Observe the result and verify the full behavior: Similar-institute cohort shown.
**Expected Result:** Similar-institute cohort shown — delivered exactly as documented.
**Priority:** High

### TC-TI-6-04-026 — Benchmark available on web and mobile
**Type:** Positive
**Covers:** 4.3 → Benchmark available on web and mobile
**Preconditions:** A Training Institute account is active and the Training Institute is in the state required for this behavior.
**Steps:**
1. As a Training Institute, set up the precondition and perform: Benchmark available on web and mobile.
2. Observe the result and verify the full behavior: Benchmark available on web and mobile.
**Expected Result:** Benchmark available on web and mobile — delivered exactly as documented.
**Priority:** High

### TC-TI-6-04-027 — Benchmark event logging (viewed)
**Type:** Positive
**Covers:** 4.3 → Benchmark event logging (viewed)
**Preconditions:** A Training Institute account is active and the Training Institute is in the state required for this behavior.
**Steps:**
1. As a Training Institute, set up the precondition and perform: Benchmark event logging (viewed).
2. Observe the result and verify the full behavior: Benchmark event logging (viewed).
**Expected Result:** Benchmark event logging (viewed) — delivered exactly as documented.
**Priority:** High

### TC-TI-6-04-028 — Audit logging of the benchmark and industry comparison
**Type:** Positive
**Covers:** 4.3 → Audit logging of the benchmark and industry comparison
**Preconditions:** A Training Institute account is active and the Training Institute is in the state required for this behavior.
**Steps:**
1. As a Training Institute, perform the benchmark and industry comparison action.
2. Open the audit log and verify the entry for the action.
**Expected Result:** The benchmark and industry comparison action is recorded in the audit log with the account and the timestamp.
**Priority:** Critical