The Reporting Lifecycle

Reliable reporting requires more than just exporting data. It requires a defined process.

  • Reporting inputs: Knowing exactly which files and systems feed the report.
  • Data preparation: Steps taken to clean the data before use.
  • KPI definitions: Ensuring everyone agrees on what the numbers represent.
  • Review schedule: Setting a predictable timeline for analysis.
  • Distribution: Securely sharing the report with authorized personnel.
  • Ownership: Assigning responsibility for the report's accuracy.
  • Documentation: Recording how the report is built for continuity.
1. SOURCE FILES Raw data extraction from systems or spreadsheets.
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2. VALIDATION Checking for blank fields, errors, or anomalies.
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3. STANDARDISATION Formatting data to match defined KPIs.
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4. REPORT Visualisation and compilation of the data.
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5. REVIEW Human analysis and operational decision making.