Scope
This guide covers daily operation for Reports, Schedules & Board Packs. Availability depends on your tenant package, role and configured providers.
Purpose
Turn operating data into repeatable stakeholder reporting.
Build, export, share and maintain report definitions.
Before you start
Correct tenant and project selected
Required source or provider is available
An accountable owner is identified
Test data can be separated from live activity
Procedure
- State the operating objective and the record, audience, campaign or project in scope.
- Build, export, share and maintain report definitions.
- Inspect the current status and supporting context before changing anything.
- Account for system behaviour: Deliver scheduled reports from current supported data.
- Resolve failures, missing data or approval requirements before continuing.
- Close the loop: Review report delivery and decision follow-up.
Verify the result
Review report delivery and decision follow-up. Confirm that the intended record, state, run or report is visible to another authorised operator and that its next owner is clear.
Completion checkpoint
The capability is in the intended state, evidence is current, exceptions are owned and the next action can be understood without a separate status message.
Controls and limitations
Restrict recipients and prevent unsupported figures. Predictive, attribution and recommendation outputs support operator judgement; provider and data limitations remain relevant.