Key Rule
Scheduled reports must use the same filters, scopes, and field definitions as manually created reports.
How It Should Work
- It should save the selected report type, filters, frequency, and recipients.
- It should generate scheduled reports using the same rules as manual reports.
- It should record generated scheduled reports in report history.
How It Should Not Work
- It should not send reports to unintended recipients.
- It should not continue sending disabled schedules.
- It should not include data outside the creditor’s access scope.
Last modified on June 1, 2026
