Monthly Report Refresh Process Audit
Check how the report is updated and who checks it.
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Audit the refresh process. Steps taken each month to update the report: [REFRESH_STEPS]. People involved: [PEOPLE]. Errors found in the past: [PAST_ERRORS]. Check for manual copy and paste, unlocked formulas, no version history, no review step, unclear ownership, and no checks that totals tie out. Estimate the time spent and the risk of error. Return a table, a checklist for each refresh with tick boxes and a sign-off, and options to reduce manual steps. Add a worked estimate: 4 hours of manual work each month, 12 months, 48 hours a year; error found twice last year; options: use table references and a refresh button, protect formula cells, add a checks tab that shows totals tying out. Provide a refresh checklist: update data, refresh, check totals, scan for errors, save a dated copy, sign off. Add a short plan for reducing manual steps by one per quarter: replace copy and paste with a query, replace manual totals with formulas that tie out, and add a checks tab that shows green only when all totals agree. Record the time saved and the errors caught.
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Invented process. 4 hours of manual work a month = 48 hours a year; two errors found last year. Steps: copy export, paste, retype two totals by hand, email PDF. Fixes: a query for the export; formulas that tie out; a checks tab that is green only when totals agree; sign-off line. Target: 4 hours reduced to 1.5; saving 2.5 x 12 = 30 hours a year. Checklist: refresh, check totals, scan for errors, save dated copy, sign off. Sign-off line: prepared by, checked by, date, and the totals that were tied out.
Illustrative only, made-up data. Your results will differ and must be reviewed.