Intent
Turn raw data into reliable operational reports.
When to use
- Stakeholders need recurring visibility.
- Metrics must be defined and repeatable.
- Reports drive decisions or compliance.
Core mechanics
- Define metrics and ownership.
- Extract data on a schedule.
- Format and publish reports consistently.
Implementation checklist
- Define metric definitions and data sources.
- Set a cadence and distribution path.
- Automate extraction and formatting.
- Validate numbers and document assumptions.
- Log report generation outcomes.
Failure modes and mitigations
- Metric drift -> version definitions and document changes.
- Stale data -> surface last refresh timestamps.
- Unclear ownership -> assign report owners.
Observability and validation
- Report run history and timestamps.
- Validation checks and anomalies.
Artifacts
- Report templates.
- Data dictionary and definitions.
- Distribution list or location.