Where it shows up

A leader asks for a report, but the team is not clear whether the report should show compliance, readiness, adoption, quality, or impact.

What to inspect

Look for report question, audience, decision, filters, date logic, data source, owner, and known limits.

Three ways to respond
No technology

Before building the report, write the decision the report needs to support.

Microsoft 365 or Google Workspace

Create a report dictionary in Excel, Sheets, SharePoint, or a BI workspace with owner, field definitions, and limitations.

AI-assisted

Ask AI to turn a vague reporting request into report questions, likely fields, assumptions, and data limits for human review.