Portfolio area 01

Reporting Foundations

Recurring reports are difficult to trust when nobody can quickly explain where the figures came from or which checks were applied.

Here you can follow source files into prepared tables and reporting outputs, then see the checks, exceptions and handover notes that make the route easier to review.

2 examples in this area

How the work is checked

From source files to a reviewable output.

The source register, preparation logic, validation results and final output are shown together, so the route can be followed without relying on the finished report alone.

01SourcePart of this work
02PreparePart of this work
03DefineSupporting context
04CheckPart of this work
05ReviewPart of this work
06HandoverPart of this work

Examples in this area

Choose an example to look through.

Each page shows the finished view, the work behind it, the checks applied and the limits of what is shown.

SQL reporting foundation overview showing source files, staging, validation gates, reporting output and handover

Reporting route overview

SQL-backed Reporting Foundation

What is difficult now: Recurring reports become hard to trust when source ownership, join rules and validation failures are separated from the downstream pack they affect.
What the work helps decide: Which source files and rows are ready for the next refresh, which validation failures need attention and which downstream output is affected?

SQL
Source-to-report
Report view

View this example

Reconciliation evidence view showing source A and source B comparison, match key and tolerance rules, exception classes, owner follow-up queue, validation checks and reconciliation output

Executed reconciliation evidence

Reconciliation Exception Mart

What is difficult now: A recurring report cannot be signed off when source extracts disagree and the match key, tolerance rule or exception owner is unclear.
What the work helps decide: Which ledger and operations records disagree, why do they disagree and which owner must resolve them before reconciliation sign-off?

SQL
Reconciliation
Exception reporting

View this example

How this could help

The right starting point depends on the current report.

A first review confirms whether the priority is source mapping, SQL preparation, validation or handover documentation.

Relevant services

A source map, preparation logic, validation results, reporting outputs and handover notes where needed.

Reporting & Analytics Diagnostic
SQL Reporting Foundation
Reporting Handover Pack

Start a conversation

Discuss a source-to-report review.

Start with the files, joins and checks that make the current reporting route difficult to trust or maintain.

Contact Quanta Meridian