Define the report.
- Name its user and the action it supports.
- Define each measure, date range and exclusion.
- Prepare fictional records with known totals.
- List required filters and supporting record detail.
Readiness checklist
Prepare the question, sources and expected answer.
Use these prompts for your own planning. This page does not upload records or collect answers.
Reviewed October 16, 2026 ยท Faith Forge Labs
Review the sources.
- Name each source and its owner.
- Identify stable keys and important relationships.
- Record refresh needs and known quality problems.
- Agree how unmatched records appear.
Before release
- Reconcile key totals and sample records.
- Test intended roles and restricted exports.
- Check stale data and failed refresh notices.
- Let the intended user complete the task.
At handoff
- Keep the definitions and verification examples.
- Name source, access and measure owners.
- Document refresh failure and recovery procedures.
- Agree support and later improvements separately.