Use this checklist when a report does not generate, returns no data, or appears to show unexpected totals.

Generate Button Disabled

Check for missing required parameters.

Common missing values include client, loan, work plan, contractor, program, project, date range, variant, or output type.

No Reports Match Search

Clear the search term.

Reset the category and filter to All.

Search by broader terms or by legacy ID.

Report Returns No Data

Confirm:

• The correct account is selected.
• The date range includes the expected activity.
• The selected client, loan, work plan, contractor, program, or project is correct.
• The record status matches the report filter.
• The report variant is the intended one.
• Imported historical data exists for the selected scope.

Totals Do Not Match Expectations

Check the source module first.

Examples:

• Payment reports depend on payment and distribution data.