Has anyone created a process to certify user reports or dashboards ?

Lisa29
Tera Contributor

Looking for ideas on report certification so we can verify reports are being created consistently across our user base. 

I know that the PA dashboard table has a certification component but these would be non- data analytic reports being shared out in dashboards. 

 

Thanks!

1 REPLY 1

Mark Manders
Tera Patron

So you have users that can create reports and you want some one to check if the reports are created to a certain policy? Sounds like a lot of overhead. Why not limit the report creation to the people who know what they are doing and create a catalog item for user to request a certain report? 
I don't really see a way of certifying dashboards. I create a dashboard that is certified and then I put 700 reports on it, making it against policy. But my dashboard is certified. 
You could create a flow/rule to alert a certain group of people when a report is created, to validate it. Just not sure on how you are going to put your stamp of approval on it.