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Agree the meaning of a requested management report

Record included statuses, date basis and row identity before a supplier implements a report.

Put a worked result beside the definition

Synthetic request records: R-1 opened 1 April and closed 2 April; R-2 opened 1 April and remains open; R-3 opened 2 April and remains open. At end of 2 April, reopened cases are absent in this fixture.

Filled synthetic worksheet; editable CSV
Report termAgreed meaning in fixtureWorked answerOwner to approve
Opened on 1 AprilOpening date equals 1 April, whatever current stateR-1 and R-2: 2Process owner
Open at end of 2 AprilState at that snapshot is openR-2 and R-3: 2Process owner
Closed on 2 AprilRecorded closing date equals 2 AprilR-1: 1Process owner
Download editable CSV ↓

Equal totals can represent different records

The first two rows both show 2. Are their definitions interchangeable?

Show the worked answer

No. The opening-date set is R-1/R-2; the snapshot-open set is R-2/R-3. Approve the intended question and identities, not just a matching total.

This is buyer sign-off on meaning, not a query implementation or a performance report. Reopening, time zones and additional statuses need explicit rules before extending the example.

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