Requirements and inventory
Catalogue reports, dashboards, returns, users, decisions, owners and rationalisation opportunities.
- Priority reports and users are known
- Report ownership is documented
- Duplicate or low-value outputs are challenged
Trusted reporting
Business Intelligence and Regulatory Reporting
Improve the foundations, controls and documentation behind management information, BI dashboards and regulatory reporting.
Evidence-led deliveryEvidence into action.
Challenge
When to use this service.
Different teams produce conflicting figures because they use different definitions, rules, sources or calculation methods.
Decision-maker insight
Business Intelligence and Regulatory Reporting in plain terms.
Trusted reporting depends on clear requirements, approved definitions, documented calculations, validated datasets, reconciliation, ownership and control evidence. Dashboards alone do not create confidence.
Management framework
Reporting assurance framework
The framework strengthens the data foundations behind management information, business intelligence and regulatory reporting.
Metrics and calculations
Define KPIs, metric definitions, calculation rules, filters, source fields and approval routes.
- Metric dictionary exists
- Calculation rules are explicit
- Definitions are approved by owners
Data validation
Validate source data, reporting datasets, transformations, reconciliations and exception handling.
- Data quality checks are repeatable
- Reconciliations are documented
- Exceptions have owners and status
Audit-ready documentation
Maintain lineage, report specifications, control evidence and sign-off records.
- Lineage is documented for key reports
- Controls can be evidenced
- Regulatory reporting assumptions are retained
Lifecycle
Trusted reporting lifecycle
Reporting confidence grows when requirements, data, calculations, controls and review routines are managed together.
Inventory
Identify priority reports, dashboards, returns, users, owners and decisions supported.
Evidence: Report inventory, user list, owner list and rationalisation notes.Define
Document metrics, KPIs, calculations, sources, filters, thresholds and assumptions.
Evidence: KPI dictionary, report specification and calculation rules.Validate
Test data quality, reconciliation, transformation logic and exception routes.
Evidence: Validation results, reconciliation report and exception log.Build and publish
Develop dashboards or reporting datasets with usability, performance and governance in mind.
Evidence: Validated dataset, dashboard, performance notes and sign-off.Control and improve
Review controls, ownership, performance, lineage and improvement opportunities.
Evidence: Reporting control framework, lineage documentation and review pack.Engagement scope
What we can cover.
Reporting requirements analysis
Report inventory and rationalisation
Data source assessment
Metric and KPI definition
Calculation rule documentation
Reporting data model design
Dashboard development
Data validation and reconciliation
Exception reporting
Regulatory reporting controls
Report ownership
Audit-ready documentation
Power BI performance improvement
Deliverables
Outputs your teams can use.
Reporting requirements catalogue
KPI and metric dictionary
Validated reporting dataset
Management dashboard
Data quality dashboard
Reconciliation report
Reporting control framework
Report specification
Data lineage documentation
Expected outcomes
What improves.
Consistent definitions and calculations for important metrics
Reports and dashboards that decision-makers can trust
Audit-ready evidence for regulatory and management reporting
Decision guide
Test readiness before you invest.
Distinguish embedded capability from disconnected activity.
Leadership questions
- Which reports directly influence decisions, compliance or external obligations?
- Do teams use the same definitions, rules, sources and calculation methods?
- Can the organisation explain where each figure comes from?
- Which reconciliations and controls prove the report is reliable?
- How are errors, exceptions and changes managed after publication?
Signals of maturity
- Critical reports have owners, specifications and approved definitions.
- KPI and metric dictionaries are maintained.
- Reporting datasets are validated and reconciled.
- Lineage and control evidence are available for assurance.
- Dashboard improvement is linked to user decisions and data quality.
Evidence to prepare
- Report and dashboard inventory
- Regulatory returns and management information packs
- Metric definitions, calculation rules and data models
- Reconciliation reports, exception logs and validation checks
- Lineage, report specifications and audit findings
Process
From evidence to implementation.
01
Inventory priority reports, dashboards, returns, metrics and owners
02
Document source data, calculation rules, lineage and reconciliation needs
03
Assess data quality, controls and reporting risks
04
Design validated datasets, dashboards and exception reporting
05
Create documentation and operating controls for ongoing reporting assurance
Related training
Power BI for Trusted Reporting
Build the role capability needed to sustain the change.
View training routeResource
Data Quality Dashboard Requirements Template
Prepare the evidence for a productive first conversation.
Browse insightsScope note
Evidence first, claims second.
No claims of certification, approval or compliance without evidence.
Ready to move?
Turn data risk into a clear next step.
Start with a focused discovery call or readiness assessment.