I’ve just inherited a web project for an accommodation provider, wherein a user can login and view rent payments; both approved, pending and overdue from their dashboard. These payments are held in accordions so can be viewed as top level transactions or expanded to show booking reference and card number (link of two states provided below).
There is a requirement to provide a ‘download’ button for users wherein this data will be pulled into a PDF statement. My question and conflict is whether it’s better experience and better meets expectation to pull all the granular detail into this statement, or provide the top level summary as a statement. There’s no time or budget to test or ratify this little feature unfortunately: