ANALYTICS RESOURCE REVIEW · Workflow idea
Help an authorized analyst locate reporting questions, results, metrics, alerts, and data-source fields relevant to a business request. Confirm access, check definitions and freshness, and treat returned results as evidence to interpret—not as a conclusion—before sharing them or making a decision.
01 / The starting point
An approved analytics account and a scoped business question
“Locate relevant reporting resources and results without exposing restricted data or overstating what a metric means.”
02 / The work
Helps analysts find saved questions, metric definitions, alert details, and data-source information.
Check the person’s access and the question the review is intended to answer.
Review titles and definitions to ensure they match the requested business concept.
Identify relevant fields, alert details, and any limits on the available information.
Check dates, filters, totals, and any known gaps before interpreting a result.
Have an analyst verify the meaning and audience for any reported result.
03 / The result
A concise list of relevant analytics resources with definitions, dates, access context, and review notes.
Reports & insights · Example outcome
A concise list of relevant analytics resources with definitions, dates, access context, and review notes.
A metric can be stale, scoped differently, or based on restricted information. Enforce existing access rules, verify definitions and date ranges, disclose gaps, and have an analyst review results before they are used in a report or decision.
04 / Make it yours
A few choices shape the work around your team.
Keep restricted data visible only to people approved to see it.
Keep business meaning, calculation scope, and review dates easy to find.
Explain update timing and what an alert does and does not indicate.
Name who checks the result and approves its audience before distribution.