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A practical checklist for moving monitoring data into BI and stakeholder reports.

Define the destination

Decide where the data will land: a BI tool, a data warehouse, or a shared report.

Clear destinations prevent over engineering and wasted integrations.

Standardise fields and tags

Agree on a common set of fields like outlet, date, sentiment, and theme.

Field consistency is the key to reliable reporting.

Automate the refresh

Set a refresh cadence that matches reporting needs, such as daily for alerts and weekly for dashboards.

Automation reduces manual effort and keeps reports current.

Set permissions and governance

Define who can access raw data and who can publish summaries.

Governance protects sensitive information and keeps reporting accurate.

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