Define the question
Start with the decision or obligation the report must support instead of exporting every available field.
Intelligence · ARC intelligence
Reporting creates consistent operational, board, donor, grant, program, and public reports from documented definitions and traceable source data.

Reporting workflow
The Reporting workflow is configured around the records, roles, decisions, exceptions, and reporting requirements that make this topic distinct.
Start with the decision or obligation the report must support instead of exporting every available field.
Document formula, inclusion rules, exclusions, source, owner, period, and refresh timing.
Check completeness, exceptions, reconciliation, privacy, narrative context, and approval.
Store the final period, version, source notes, recipient, and follow-up actions for future comparison.
What to measure
ARC confirms definitions, source, owner, period, and review cadence before any measure is used for management or public reporting.
Product foundation
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