Evidence · 7 min

Validate a report from its source records

Start with a defined question, then reproduce the answer.

A dashboard count is useful only when viewers understand scope, timing and definitions. Permissions can also produce intentionally different results for different users.

Step 01

Write the question

Specify the population, date range, status, organizational scope and decision the result should support.

Step 02

Build known examples

Prepare several controlled records that should be included and excluded under the definition.

Step 03

Reproduce and compare

Run the view with representative roles, inspect drill-downs and explain any difference before operational use.

Next step

Put the guide into practice.

Use controlled sample data in a 30-day trial, or ask UnionStack how the workflow fits your evaluation.

Credit card required. Automatic billing after 30 days.