Construction reporting readiness checklist

Who uses the report, who confirms the numbers, and who decides a change is acceptable?

List three decisions the report supports. Remove pages that have no clear use.

For each field or measure, name its source, reporting period, and responsible person.

A risk assessment or management comment may require a person even when costs and invoices come from a system.

Confirm what contract value, cost, billing, paid, forecast, and progress mean for this report.

Confirm how project IDs, job numbers, cost codes, vendors, and deals link across systems.

Decide how an unmatched project, unavailable source, or missing estimate appears. A gap should be distinguishable from a genuine zero.

Agree data cutoff, source timestamps, refresh cadence, and acceptable age for each view.

Select a reporting period and records the team can use to confirm calculations and mappings.

Include expired access, partial loads, duplicate records, missing pages, and inconsistent dates.

Name the people who can approve APIs, database access, gateways, and reporting workspaces.

Decide who operates the pipeline, resolves exceptions, renews access, and maintains report definitions.