Solutions Reporting
Data hygiene
A weekly audit that tells each person what is theirs to fix, rather than telling everyone the data is bad.
01 / What it looks like running
Start to finish, and where a person still comes in.
01 / Trigger Weekly, before the week starts
02 / Automated Overdue and incomplete records found
03 / Automated Grouped by whoever owns them
04 / Automated Each owner sent only their own list
05 / Automated Summary sent to whoever is accountable
06 / Needs a person Fixing the records
Automated Needs a person 4 of 6 run without anyone
02 / What stops happening
6 steps become 1.
The struck lines are the ones nobody performs after this is live.
- Someone notices the reporting looks wrong
- They export the data and hunt for the gaps
- They send a message asking everyone to tidy their records
- Everyone assumes it is about somebody else
- Nothing changes until the next time it is noticed
- Fixing the records, which only the owner can do
03 / Built on
In your tenant, under your licences.
- Power Automate
- Dataverse
- Python
Yours may differ. What a process runs on is decided by what it touches, not by what we prefer building with.
Does yours run like this?
It probably runs nearly like this, with two steps that are entirely your own. Those two are the interesting part.