Automate Report Data Prep planning brief

CUSTOM REPORT DATA PREPARATION BRIEF
Report and decision:
Meaning of one row:
Unique record key:
Source tools / extract completion signal:
Column mapping / type / allowed blank:
Date format and timezone:
Lookup key and uniqueness rule:
Duplicate and conflict rule:
Rejected-row owner:
Input = excluded + held + released reconciliation:
Amount / unit reconciliation:
Snapshot release checks:
Retry and correction handling:
Pilot comparison:


From Automations For Business
https://automationsforbusiness.com/blog/automate-report-data-prep