Real-World Example
ABC Collections scheduled a weekly payment report. The finance team says they did not receive last week’s report.
The creditor should open Report History and confirm whether the report was generated, when it was created, and whether delivery completed or failed.
Visual Flow
How It Should Work
- It should show report generation history for the creditor.
- It should help the creditor confirm when reports were created or delivered.
- It should keep report history connected to the right account access.
- It should show Pending, Success, and Failed states and allow downloads only after Success.
- It should refresh pending rows while generation is still running.
- It should preserve the generated file, creation timestamp, status, report source, and delivery result for audit review.
- A report downloaded from history should match the fields and scope used when it was generated.
How It Should Not Work
- It should not show reports from another creditor.
- It should not hide failed report deliveries.
- It should not show a scheduled report as delivered if delivery did not complete.
- It should not replace an older report’s audit details with values from a later report run.
Last modified on July 30, 2026
