Key Rule
Report fields must match dashboard/export field definitions.
How It Should Work
- It should let creditors choose a report type and filters.
- It should generate reports only from records the creditor can access.
- It should keep totals, fields, and date ranges consistent with the dashboard or export source.
How It Should Not Work
- It should not include another creditor’s data.
- It should not ignore selected filters.
- It should not mark a report complete before generation succeeds.
Last modified on June 1, 2026
