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Intermediate Certificate on pass

Report Governance for Admins

Permissions, certification, cleanup, and retention.

3 lessons 40 min 5-question assessment 70% to pass
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What you’ll learn

  • Explain the reporting and data insights control purpose behind report governance for admins
  • 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

Set report access roles

Report Governance for Admins focuses on administering report access permissions, certification policies, database cleanups, and log retention. 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 platform manager updates report access roles, prunes stale queries, and configures retention parameters.

Report governance path

1

Define

Establish report access rules based on user roles.

2

Certify

Stamp validated reports with trusted indicators.

3

Audit

Identify stale report queries and duplicate templates.

4

Prune

Delete inactive configurations according to retention policy.

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

Govern certification paths

The operating routine is to manage report access settings, review certification lists, execute catalog cleanups, and verify retention logs. That sequence ensures data quality and protects report integrity.

Before sharing a report, check user permission rules, certified indicators, database files, retention periods, and audit history 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.

Report governance guide

Signal Check Action
Stale custom query No runs in 6 months Delete configuration record from index
Uncertified report active Check data accuracy details Initiate certification queue review
Retention limit reached Log data exceeds policy age Execute secure log pruning job
Settings override request Check manager approval files Unlock configuration and document changes

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

Configure data retention

Report exports and layout modifications should leave proof. Useful evidence includes governance settings profiles, certified records, database prune histories, and settings change histories, 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 report catalog is organized, access restrictions are active, and retention rules are enforced.

Report governance checklist

Permissions are active
Certification list is clean
Pruning script is verified
Retention logs are current
Override log is saved

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.

Take the assessment

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