Real-World Example
ABC Collections wants a failed payments report every Monday morning. They choose the report type, set the schedule, and add the finance team as recipients.
Every Monday, the system should generate the report using the selected settings and send it only to the selected recipients.
Managing Active Reports
- The Active Reports table should initially show the newest schedules first.
- A creditor should be able to sort the table by clicking any sortable data-column header.
- Clicking SFTP Profile/Email(s) should sort reports alphabetically by the displayed SFTP profile or email recipients.
- Clicking the same column again should reverse the sort direction.
- The Actions column should remain non-sortable.
Visual Flow
How It Should Work
- It should let the creditor choose the report, schedule, recipients, and delivery settings.
- It should save the selected report type, filters, frequency, and recipients.
- A scheduled report should use the same field definitions, filters, and access scope as the equivalent manually created report.
- Reports should be generated according to the selected schedule.
- Scheduled report delivery may happen in the background.
- Email recipients should receive a secure link rather than a large file attachment.
- The report should be downloadable directly from the email for 90 days.
How It Should Not Work
- It should not send reports to unintended recipients.
- It should not include data outside the creditor’s allowed access.
- It should not keep sending a report after the schedule is disabled or removed.
- It should not make scheduled reports publicly accessible.
Last modified on August 6, 2026
