Lesson video coming soon. The player below contains a sample video, not this lesson. You can use the written lesson and slide guide now.

Open video on YouTube ↗

Download slide guide (PDF)10 pages · 3.4 MB

Work through the lesson

Use these explanations alongside the slide guide. Expand any section to read its full explanation.

Your task and authority

• Confirm your assigned duties
• Use the fictional training case
• Verify the result and its history

Learning outcome
Learner can explain the report population and trace a result back to a record.

Read the full explanation

Our audience is records_manager, director; custom report/export profiles. Before the demonstration, confirm these prerequisites: C01, C02; fictional training record and approved account. The action-level access conditions are: record_report_view / record_export; permitted record/classification/volume scope. Check the actual account and record state. The goal is not simply to find a button: Learner can explain the report population and trace a result back to a record.

The reporting question

• Choose the report matching the question and apply filters.

What to check
Choose the report that answers the assigned question, then apply the relevant filters. Different reports describe different populations. A familiar report title is not enough to establish that its scope is correct.

Read the full explanation

Choose the report matching the question and apply filters. Choose the report that answers the assigned question, then apply the relevant filters. Different reports describe different populations. A familiar report title is not enough to establish that its scope is correct. As we work through this example, identify the record or account involved and point out the evidence that confirms this step. If the expected control or result is missing, pause and explain the condition before continuing.

Population and period

• Check the population, date window and access scope.

What to check
Check the date window, department filter and permitted record scope. Department is not tenant isolation. Classification and volume rules still limit the records available to the account.

Read the full explanation

Check the population, date window and access scope. Check the date window, department filter and permitted record scope. Department is not tenant isolation. Classification and volume rules still limit the records available to the account. As we work through this example, identify the record or account involved and point out the evidence that confirms this step. If the expected control or result is missing, pause and explain the condition before continuing.

Preset and sample row

• Save an appropriate report preset and compare one row with record detail.

What to check
Save a useful preset when permitted and compare one known row with record detail. The preset records a convenient selection; it does not extend access or freeze future results.

Read the full explanation

Save an appropriate report preset and compare one row with record detail. Save a useful preset when permitted and compare one known row with record detail. The preset records a convenient selection; it does not extend access or freeze future results. As we work through this example, identify the record or account involved and point out the evidence that confirms this step. If the expected control or result is missing, pause and explain the condition before continuing.

Export and inspect

• Export only the permitted report or package and inspect its fields/counts.

What to check
Use only the permitted CSV or package option. Compare fields and counts with the intended report. Operational reporting CSV is different from the verifiable audit export used in the integrity lesson.

Read the full explanation

Export only the permitted report or package and inspect its fields/counts. Use only the permitted CSV or package option. Compare fields and counts with the intended report. Operational reporting CSV is different from the verifiable audit export used in the integrity lesson. As we work through this example, identify the record or account involved and point out the evidence that confirms this step. If the expected control or result is missing, pause and explain the condition before continuing.

Readable handoff

• Use a mini-sheet or movement register when a readable handoff record is needed.

What to check
Choose a mini-sheet or movement register when the recipient needs a readable record of the work. Check identity and audience before distribution. Exported material retains its handling requirements.

Read the full explanation

Use a mini-sheet or movement register when a readable handoff record is needed. Choose a mini-sheet or movement register when the recipient needs a readable record of the work. Check identity and audience before distribution. Exported material retains its handling requirements. As we work through this example, identify the record or account involved and point out the evidence that confirms this step. If the expected control or result is missing, pause and explain the condition before continuing.

Exceptions and recovery

• Identify the blocked condition
• Preserve the relevant evidence
• Use the authorized next step

Important boundary
Department filtering is not tenant isolation. Operational CSV is not the verifiable audit format. Do not distribute classified exports outside the approved audience.

Read the full explanation

Consider the exception before deciding to retry. Department filtering is not tenant isolation. Operational CSV is not the verifiable audit format. Do not distribute classified exports outside the approved audience. Explain what you expected and what was actually shown. Keep the record identifier and sanitized error context, then refer the issue to the person responsible for that decision. A missing or blocked control is not a reason to borrow a more powerful account.

Guided practice

• Work within the assigned role
• Show the resulting state
• Explain one exception

Your exercise
Choose a report for a fictional custody question, explain its filters and trace one row to the source record. Identify the correct output for a handoff.

Read the full explanation

Now use the approved fictional example. Choose a report for a fictional custody question, explain its filters and trace one row to the source record. Identify the correct output for a handoff. Explain the identity, current state and intended action before acting. At the end, show the evidence of the result and name the next responsible person if the workflow cannot proceed. Destructive actions and live external sends are discussed using prepared examples.

Practice debrief

• Correct identity and authority
• Traceable result and history
• A justified next step

Expected answer
The learner explains population and period, verifies a sample row and distinguishes operational exports from audit evidence while respecting the approved audience.

Read the full explanation

The answer should establish the following: The learner explains population and period, verifies a sample row and distinguishes operational exports from audit evidence while respecting the approved audience. Walk through the evidence in the same order as the workflow. Explain the specific boundary discussed in this lesson. If a result could not be established, report it as unverified and identify what would be needed to complete the task.