RST Insight — DATA REPORTING
RST / Atlas · Insights

RST / DATA REPORTING

Why business reports
disagree.

Before building another dashboard, establish which records each number uses and what decision the report must support.

Theme / REPORTINGPractical guideRST insight

Two reports can disagree while both calculate their own source correctly. One may count orders when they are placed. Another may count invoices when they are issued. A third may count payments when they settle. The difference matters before anyone chooses which chart to trust.

A useful reporting project begins with the business question and the record behind each answer. Here are five checks to make first.

DefinitionDoes each report count the same thing? An order, an invoice, and a paid invoice are different events.
TimeAre the systems using the same date range, time zone, and point at which a record becomes final?
IdentityCan records for the same customer, project, or transaction be linked without guessing from a name?
CompletenessWhich source rows, corrections, or late updates are missing from the comparison?
DecisionWhat action depends on the number, and how much uncertainty can that action tolerate?

Keep the comparison inspectable

Record the source, filter, calculation, and time window for each figure. When a value changes, keep the earlier value and the reason for the change. If two sources cannot be joined reliably, label the result unresolved instead of silently choosing one.

Consider a synthetic example: a sales report counts 100 orders, while a finance report counts 92 invoices. The eight-record difference could reflect timing, cancellations, missing invoice links, or a different definition of the reporting period. The counts alone do not establish which explanation is true.

Start with one report that matters

RST considers bounded data reporting and analytical work. We begin by understanding the decision, available sources, expected deliverable, deadline, and permitted data. Scope, price, and availability are established through a separate conversation. Atlas may be relevant when the work also needs a persistent, inspectable record of evidence and decisions; it is not assumed for every reporting request.

Describe one reporting problem to RST →

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