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Perpetual Data Reports Portal

Turn recurring report requests into stable, owned, self-service operational reporting. It ingests recurring extracts; scheduled refreshes; report definitions and produces consistent dashboards/reports; self-service access; reduced ad-hoc pulls.

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Type
System
Lifecycle
Active
Last touched
2025-05-28 (initiative framing)
Visibility
Public
Why it's showcased

Shows how recurring report requests become owned, self-service operational reporting rather than ad hoc pulls.

Purpose

Turn recurring report requests into stable, owned, self-service operational reporting.

Current state

Concept and initiative are defined; implementation varies per report and needs tighter registry discipline.

Next step

Create a report registry with owners, refresh cadence, data source, and access rules.

Interfaces

Inputs
  • recurring extracts
  • scheduled refreshes
  • report definitions
Outputs
  • consistent dashboards/reports
  • self-service access
  • reduced ad-hoc pulls

Reality to Action trace

Reality Ingestion

Contributes in this stage.

Canonical Storage

Contributes in this stage.

Automation Engines

Not in scope.

Human Interfaces

Contributes in this stage.

Operational Adoption

Contributes in this stage.

Core workflow

  1. Define report registry with owner, source, and cadence.
  2. Schedule and run extracts.
  3. Normalize outputs into stable schemas.
  4. Publish dashboards and reports.
  5. Provide access and self-service entry points.
  6. Monitor freshness and exceptions.
  7. Review usage and retire stale reports.

Data integrity and contracts

Canonical schema definitions

  • Report registry schema (name, owner, source, cadence, access).
  • Output schemas per report with column definitions.
  • Refresh log schema (timestamp, status, row counts).

Source of truth rules

  • Upstream source systems are canonical for report data.
  • Registry defines authoritative report definitions and ownership.
  • Published dashboards mirror the latest extract state.

Data quality checks

  • Validate refresh timestamp and expected cadence.
  • Row count deltas within expected thresholds.
  • Schema drift detection on key columns.
  • Exception logs for failed refreshes.

Safe handling

  • Access controls per report based on role.
  • Redact or aggregate sensitive fields where possible.
  • Store extracts in controlled locations.

Downstream integration map

  • Operational dashboards.
  • Leadership planning.
  • Staff self-service reporting.

Operational notes

Reliability posture

Scheduled and repeatable; report ownership required.

Observability

  • refresh timestamps
  • basic health indicators (recommended)

Security and privacy

Role-based access with careful scoping of who sees what.

Dependencies

Upstream
  • Aeries/HR/Asset systems
Downstream
  • operational decisions
  • planning cycles

Ownership

Owners

Josh Barton

Users

IT, district staff (varies by report), leadership, Josh Barton (owner)

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