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Intermediate Certificate on pass

Report Field Settings

Governed fields, visibility, validation, and cleanup.

3 lessons 40 min 5-question assessment 70% to pass

What you’ll learn

  • Explain the reporting and data insights control purpose behind report field settings
  • Configure custom reports, dashboard pins, and scheduled runs
  • Handle diagnostic logs, quality filters, and governance approvals
  • Provide audit-ready data reports and export logs history

Course content

3 lessons · 40 min of reading
01
Lesson 1 of 3 Reading 12 min

Govern field access

Report Field Settings focuses on governed data fields, field visibility rules, data validation checks, and cleanup tasks. In AWRA, reporting turns raw transaction data into business intelligence and verified insights.

The primary objective is database transparency and decision support. Reporting teams should build dashboards that present reality without noise.

In practice, a security lead hides sensitive supplier bank fields, validates tax fields formatting, and prunes unused columns.

Field settings configuration path

1

Analyze

Identify sensitive or redundant fields in reports.

2

Configure

Set field visibility rules based on user roles.

3

Validate

Ensure data values match expected field formatting.

4

Prune

Remove unused field parameters to improve speed.

Reporting model

  • Dashboards should consolidate core metrics without clutter.
  • Data fields require governance to protect user privacy.
  • Exports and scheduled runs need monitoring and audit trails.
  • Always verify report logic before publishing new index layouts.
02
Lesson 2 of 3 Workshop 14 min

Configure visibility rules

The operating routine is to configure field visibility rules, run value validations, audit governed columns, and clean index layouts. That sequence ensures data quality and protects report integrity.

Before sharing a report, check governed fields, user roles settings, validation patterns, storage space, and edit logs. These safety reviews protect sensitive data and ensure correct totals.

A reporting administrator can customize layouts, schedule email digests, or run diagnostics directly from the console.

Field configuration matrix

Signal Check Action
Sensitive bank code Requires security lock Set visibility to finance role only
Malformed phone number Check formatting regex Apply input validation rule
Unused field header Redundant data parameter Prune field from report template
Field access override Check admin approvals Validate override logs and save

Report decisions

  • Lock report structures using role-based permissions.
  • Configure digests and delivery timers to automate reports.
  • Troubleshoot empty filters using source logs.
  • Ensure data quality policies remain active across branches.
03
Lesson 3 of 3 Practice 14 min

Prune unused fields

Report exports and layout modifications should leave proof. Useful evidence includes field settings profiles, validation scripts, prune job outputs, and security override logs, which is essential for compliance audits and user logs reviews.

Management should review report usage: stale layouts, failed schedules, or uncertified reports point to catalog cleanups needs.

In practice, closure means sensitive columns are hidden from unauthorized users, validation filters pass, and database indexes are clean.

Field settings checklist

Governed list is verified
Visibility limits are set
Validation checks are active
Unused fields are pruned
Change log is complete

Oversight validation

  • Confirm that export histories are saved and secure.
  • Verify that scheduled deliveries completed successfully.
  • Validate that user permissions match data access rules.
  • Ensure report certifications are current and approved.

Finished the material?

Take the 5-question assessment and earn your certificate — 70% to pass.

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