Power BI Report Handover Documentation Template
Document a report so others can maintain it.
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.
Write documentation for a Power BI report so a new owner can run it after reading. Purpose and audience: [PURPOSE_AND_AUDIENCE]. Data sources and refresh: [SOURCES_AND_REFRESH]. Model tables and relationships: [MODEL]. Key measures and definitions: [MEASURES]. Security and sharing: [SECURITY]. Write the template headings with guidance under each and a filled example for an invented sales report. Include purpose and audience; business questions answered; a how-to-use section and page-by-page description; data lineage as a table of Source, Table, Transformation, Refresh; measures with plain definitions; filters and slicers and their default states; row-level security rules if any [VERIFY]; refresh schedule, owner and incident procedure; known limits and issues; troubleshooting for common failures; a testing checklist before publishing changes; a change log; and contacts. Add How to check the numbers with three totals to compare against the source. Say where the documentation lives and who updates it. Mark unknowns [OWNER TO CONFIRM] and version-dependent behaviour [VERIFY]. A report without documentation should not be handed over.
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Replace each bracketed placeholder with your own details, then paste into Any AI or another assistant.