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Automating Reports and Data Exports Print

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Recurring output.

WHAT THIS COVERS

Pulling data, processing it, and producing a file or message.

WHAT TO BUILD

Data retrieval Processing Output generation Delivery

Each separable, so each can be tested.

WHAT TO PARAMETERISE

The period, so it can be run for any range.

WHY

It allows rerunning a past period, which you will need.

WHAT TO VALIDATE

That the data retrieved is plausible before producing output.

WHY

A report generated from an empty or partial dataset is worse than no report.

WHAT TO CHECK

Row counts against expectations Totals against a known figure

WHAT TO DO IF VALIDATION FAILS

Fail loudly rather than producing the report.

WHAT TO INCLUDE IN THE OUTPUT

The period covered When it was generated The source

WHAT TO DO ABOUT DELIVERY

Save to a known location, and notify.

WHAT TO LOG

That it ran, what it produced, and any anomaly.

WHAT TO MONITOR

That it runs at all. Silent failure is the risk.


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