MIDA / INTEGRATION

What a source-to-report handover should include

A connection is useful when your team knows how to keep it working.

Start with a source inventory

Record the system, account owner, data scope and extraction method. Include history, refresh interval and access requirements. Distinguish an authorized connection from a source still awaiting permission. A logo in a directory is not evidence that a business account is connected.

Document the transformations

Show how source fields become reporting fields. Record timezone conversions, status mapping and metric rules. Keep stable source identifiers and an explanation for records that are excluded or rejected. The source-to-report mapping template helps capture these decisions.

Define acceptance checks

Choose control totals, record counts and a few representative records that the source owner can verify. Test a failed or repeated run to ensure it does not create duplicates. Check late changes such as refunds. Keep the evidence with the delivery documents.

Agree failure and recovery steps

Explain where failed updates appear, who investigates and how a run can be repeated. Define how permissions are renewed and what happens when a source changes its structure. Operational responsibilities should be agreed before the workflow becomes a dependency.

Hand over the business meaning

A technical connection without metric ownership leaves users debating numbers. Provide the dictionary, report guide and escalation route, then walk through a real decision scenario. A useful handover equips your team to understand results and recognize when the report needs attention.