SURREY AI AUTOMATION — FOUR REPORT CHECKS
Published October 5, 2026

Use this editable worksheet for one report and one recurring decision.
It is a planning aid, not a diagnosis, quote or acceptance agreement.
Keep confidential records, credentials and customer identifiers out of an initial enquiry.
No signup is required; this file is not submitted.

REPORT / DECISION
What question should the report answer?
Notes:

1. SOURCE AND ROW MEANING
Reference system or file:
Source owner and coverage/extract date:
What does one row mean (job, line, event, other)?
Expected coverage, row count and rules for repeated identifiers:
Notes:

2. ONE SHARED DEFINITION
Metric to check:
Included and excluded records:
Date, status and other filters:
One expected result or known reference example:
Notes:

3. KEYS, UNITS AND GAPS
Keys used to connect sources:
Units, currency and date conventions (if relevant):
Missing or unmapped values to surface for review:
Who decides how an uncertain record is handled?
Notes:

4. RECONCILIATION AND HANDOVER
Which detail set/count/total should match the reference?
What difference, if any, is acceptable and who approves it?
Refresh schedule and responsible person:
Exception, review and recovery path:
Notes:

FIRST SCOPE
One report, repeat task or data feed to improve:
Intended deliverable:
Access dependencies, checks and handover to agree:
Notes:

Worked fictional example:
https://surreyaiautomation.online/audit-checklist#worked-example
Discuss one report:
https://surreyaiautomation.online/contact?brief=reporting-plan
Email: hello@surreyaiautomation.online
Phone: (778) 837-9715