REPORTING AUTOMATION PLANNING BRIEF
Automations For Business | https://automationsforbusiness.com/services/reporting-automation

Report name and business decision:
Audience and owner:
Current preparation time and corrections per report:
Source systems and authorised connection method:
Authoritative source for each metric:
Reporting period, timezone and cutoff:
Source freshness requirements:
Calculations, filters and matching IDs:
Output format and delivery destination:
Reviewer and approval deadline:
Rule for missing or late data:
Correction and version policy:
Retry / duplicate delivery check:
Failure alert owner and manual fallback:
Expected volume and software requirements:
Pilot acceptance criteria:

Test: normal report, missing source, duplicate records, late update,
failed connection, revised figures and repeated delivery attempt.
Compare preparation time, correction rate and missed deliveries using similar workloads.
Bring redacted examples to the first discussion. Keep credentials out of this brief.