OBSERVEDObject cards, field groups and counts, Columns/Filters/Preview tabs, chip behaviour, Sort by controls, organization scope, filter row, grouping prompt, grouped view, action bar, Report Results screen and footer — all rebuilt from your UAT captures.
OBSERVEDAll preview and grouped data shown here is replayed from the captures (9 sample rows, 33-group and 22-group results).
INFERREDThe menu path to reach this builder. The Reporting menu was never opened in the captures, so step 1 does not name a submenu item.
INFERREDExport Excel is greyed in the builder and green on the Report Results page — read here as "enabled only after a full run." Not confirmed.
INFERREDSave Report behaviour (what dialog appears, where saved reports land) was not captured.
INFERREDField type badge for Target Premium (shown as number, based on it summing in the grouped view). The Premiums group was never expanded.
INFERREDOperator list in the filter row. Only < was captured; the rest are conventional and marked in-app.
INFERREDWhether "Run full report" opens a new screen or replaces the builder in place. Modelled here as a separate results screen with Back to Builder, per the capture.
NOT CAPTUREDFields inside Dates, Underwriting, Agent, Case Assignments, Requirements, Notes, Case Totals, and 5 of the 16 Case info fields. These groups say so when opened rather than inventing names.
NOT CAPTUREDUngrouped preview after the filter is applied, and several aggregate cells in the 33-group view (cut off at the right edge of the capture).
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