Introduce report names in the accounting zip file

πŸ” Problem Statement

As a finance or accounting user, I experience difficulty identifying accounting report files downloaded from Pelcro because the ZIP contents use long, timestamp-based filenames without report context, which results in confusion, extra manual work, and higher risk of using the wrong report for reconciliation or audits.

πŸ’‘ User Story

As a finance or accounting user, I want accounting report files to have clear, human-readable names or allow me to request a specific report type, so that I can quickly identify, organize, and reconcile reports without manual renaming or guesswork.

🎯 Definition of Done (DoD)

Approach 1: Human-Readable File Naming

βœ” Given an accounting report ZIP download,

When the ZIP is generated,

Then each file name includes the report type (e.g. recognized_revenue, deferred_revenue) along with the date range and timestamp.

βœ” Impact:

  1. Accounting Export Service – ZIP generation logic

  2. File Naming Convention for accounting reports

βœ” Limitations:

  1. Does not allow requesting a single report type; all generated reports are still included

  2. Existing integrations relying on current file names may need adjustment

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Upvoters
Status

Done

Board
πŸ’‘

Pelcro Product

ETA
Jan 15, 2026
Date

About 2 months ago

Author

Rana Haleem

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