Reporting Automation and Data Source Audit
Check scheduled reports for reliability.
The Open buttons send the prompt text as currently shown below to that site only when you click. Fill in the placeholders first.
[VERIFY] is an editorial flag, not a blank to fill. Wherever the prompt shows [VERIFY], check that item against a reliable source before you use it.
Audit scheduled reports. List of reports with source, schedule, recipients, owner and last failure: [REPORT_LIST]. Complaints about numbers: [COMPLAINTS]. Data definitions: [DEFINITIONS]. Check that sources are documented, refreshes succeed, numbers reconcile across reports, recipients are appropriate, sensitive data is protected, and someone notices failures. Return a table with Report, Issue, Risk (red, amber, green) and Fix, a reconciliation test, and an ownership list. Privacy rules for report distribution are [VERIFY] for [JURISDICTION]. Also suggest monitoring that alerts the owner if a report does not arrive, a documented definition for every number, and a restricted distribution list for reports containing personal or commercial data. Add a yearly retirement review of reports nobody opens. Further, suggest a quarterly review of recipients, so that people who have changed roles stop receiving data they no longer need, and a note on where each report's logic is documented. Close with a few sentences on what you would do differently if the budget were doubled, and what you would do if it were halved.
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