Fit
- Weekly or monthly reporting
- Stable source systems
- Named metric definitions
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REPEATABLE NUMBERS, EXPLAINED VARIANCE
Automated Business Reporting
Collect data from agreed systems, validate it and deliver recurring reports with source timestamps and human review for material anomalies.
Discuss this workflowArchitecture
- Scheduled extraction
- Validation and reconciliation
- Metric calculation
- Narrative draft
- Approval and distribution
Permissions & ownership
- Read-only source access
- Restricted report destination
- Named approver
Limitations
- Metric definitions must precede automation
- Late source data needs a policy
- Narratives do not replace analysis
Supported events / actions
- Period closed
- Source refreshed
- Variance detected
- Report approved
Deliverables
- Metric dictionary
- Data workflow
- Exception report
- Distribution runbook