Reporting requirements
Define the questions, users, metrics, and update frequency that matter.
DATA & MANAGEMENT REPORTING
Shared definitions.
Useful reporting.
Connect business records, agree what the numbers mean, and build reporting your team can maintain.
DATA & REPORTINGSCOPE VIEW
Sales recordsFinance recordsOperational data
Shared data modelTransform · Validate · Reconcile
01Metric definitions
02Source of record
03Refresh schedule
Reporting viewsAccess & ownership agreed with your team
Sources → Definitions → ReportingIllustrative scope
WHAT WE CAN SCOPE
From source records to business decisions.
Source integration
Connect the agreed systems and map their data into a shared model.
Quality & definitions
Document metric rules and checks for missing, duplicated, or delayed records.
Dashboards & handover
Build the reporting views, access controls, and operating documentation.
WORKING TOGETHER
Agree the scope.
Make ownership clear.
Agree the definitions
Identify source owners, business questions, and the rules behind each metric.
Build & validate
Connect records, test transformations, and reconcile outputs against agreed examples.
Put reporting to work
Review the views with users and document updates, access, and ownership.
BEFORE WE START
Practical questions.
Can you use our existing reporting tools?
Yes, subject to a review of the current setup, access, data model, and available integrations. We scope changes around the tools and needs of your team.
Do we need real-time dashboards?
The update schedule follows the business use. Periodic reporting can use scheduled refreshes; time-sensitive operations may need a different pipeline and cost model.
What if departments use different definitions?
The review identifies differences and records the agreed definitions, source systems, and responsible owners. Those decisions are made with your team before the reporting model is finalised.
Does this include accounting or financial advice?
The engagement covers data systems, metric definitions, and reporting implementation. Accounting judgments, statutory reporting, and professional financial advice remain with the appropriate specialists.
YOUR STARTING POINT