Editorial draft available to read. Factual and language review is pending. Examples are illustrative.
Decision and scope
Define who will use the export and which decision it supports. Include stable identifiers, units, currency, reporting period and selection criteria. An export must respect the requesting person's permissions and explain whether it represents a fixed snapshot or information expected to remain current after download.
Illustrative example
Illustrative example: finance exports orders closed during a particular month. The file contains the amount, currency, closure date and source reference for each order. Open orders are excluded. A metadata sheet records the filters and generation time so another analyst can reproduce the same selection without guessing how it was assembled.
Acceptance check
Test characters, date interpretation, amounts and fields spreadsheet software may treat as formulas. Compare counts and totals with the interface. Accept the export when another person can understand it without verbal instructions and receives no information beyond their authorization.
Key takeaways
- Accept the export when another person can understand it without verbal instructions and receives no information beyond their authorization.