Reporting Tests

Overview

The objective of reporting tests is to confirm reports work as intended and the data contained them is correct.

Exporting Reports

Click on the Reports tab when logged in as a manager user.
Open the report you'd like to export.
Click the Action button in the upper right-hand.
Select either Export to PDF or Export to Excel.
The report will now download the select file type.

Test name	Summary	Pass criteria
Accounting Reports	Run through the following accounting reports: Accounting Collections on Resolved Disputes Accounting Collections on Open Disputes Entries Pending Batch Execution Settlement Accounting Entries Fraud Account Holder Credit Accounting Entries Accounting Entries	Reports open without any errors Reports can be exported to Excel/PDF
Administration Reports	Run through the following administration report: Operators by Access Group	Reports open without any errors Reports can be exported to Excel/PDF
Cases Reports	Run through the following cases reports: Dispute Inventory Cases Created per Week Abandoned Claims Claim Volume by Month Disputes Resolved by Day Disputes Claims by Reason Claims Resolved by Day Claims Opened by Day Claims Disputes by status	Reports open without any errors Reports can be exported to Excel/PDF
Compliance Reports	Run through the following compliance reports: Reg Z Compliance Detail Regulatory SLA Status Reg E Compliance Detail Provisional Credit Summary Claim Regulatory Dates Disputes Approaching Reg	Reports open without any errors Reports can be exported to Excel/PDF
Correspondence Reports	Run through the following correspondence reports: Outbound Correspondence	Reports open without any errors Reports can be exported to Excel/PDF
Lob Reports	Run through the following lob reports: Lob Correspondence Detail	Reports open without any errors Reports can be exported to Excel/PDF
Performance Reports	Run through the following performance reports: Dispute Assignments Completed Per Operator per Hour	Reports open without any errors Reports can be exported to Excel/PDF
Recovery Reports	Run through the following recovery reports: Recovery Summary Recovery Decisions Recovery Actions User Recovery Summary Merchant Collaboration Activity Last Recovery Action Dispute Outcomes	Reports open without any errors Reports can be exported to Excel/PDF
Risk Reports	Run through the following risk reports: Potential Claim Abuse Suspicious Activity (SAR) Merchant Trends Losses by BIN Employee Case Audit	Reports open without any errors Reports can be exported to Excel/PDF
System Reports	Run through the following system reports: Failure Summary Failure Detail	Reports open without any errors Reports can be exported to Excel/PDF
Transactions Reports	Run through the following transactions reports: Foreign Transaction Detail Transaction Detail Manual Transactions	Reports open without any errors Reports can be exported to Excel/PDF
Work Reports	Run through the following work reports: Assignments Approaching Final Reg Assignments Approaching Association Deadline Assignments Summary Work Queue Inventory Aging Assignments Summary Assignments Pre-disposition Case Assignments High Dollar Assignments Disposition Case Assignments Denial Review Assignments Aging Assignments Assignment Timelines	Reports open without any errors Reports can be exported to Excel/PDF