SURREY AI AUTOMATION
Reporting project brief

Use this editable worksheet to describe one reporting improvement.
It is a planning aid, not a quote or agreement. No email signup is required.

1. THE DECISION
What question should this report help your team answer?
Your notes:

2. THE CURRENT REPORT
What is prepared today, by whom, how often, and for which readers?
Your notes:

3. THE SOURCES
List the tools/files, source owner, available export or connection, and update frequency.
Describe the sources; keep passwords and business records out of this worksheet.
Your notes:

4. THE DEFINITIONS
Which dates, units, filters, identifiers and business rules should the report use?
Your notes:

5. THE ACCEPTANCE CHECK
What source total, row count or known example must match before the report is accepted?
Your notes:

6. THE EXCEPTIONS
What should happen if a file is missing, a total differs or a refresh fails?
Your notes:

7. THE FIRST SCOPE
Choose one report or workflow. List the deliverable, dependencies and desired timing.
Your notes:

8. OWNERSHIP AND HANDOVER
Who should have access, approve the result and manage refresh or recovery?
Your notes:

Next step: https://surreyaiautomation.online/contact?brief=reporting-plan
Email: hello@surreyaiautomation.online
Phone: (778) 837-9715
Surrey, British Columbia | Serving Metro Vancouver

Published October 2, 2026