Softvase governance templates
Report Certification Checklist
A certification checklist for validating ownership, source lineage, definitions, access, refresh reliability, and business approval before report promotion.
Executive value
Higher trust in reporting, reduced duplicate dashboards, better access control, and clearer lifecycle ownership.
Practitioner value
Provides the fields, roles, workflow steps, and controls needed to operate governance consistently.
Best audience
Power BI owners, analytics teams, data owners, governance teams
Template fields
| Field | Purpose |
|---|---|
| Report name | Creates a controlled input for ownership, review, tracking, or decision support. |
| Owner | Creates a controlled input for ownership, review, tracking, or decision support. |
| Source systems | Creates a controlled input for ownership, review, tracking, or decision support. |
| Certified definitions | Creates a controlled input for ownership, review, tracking, or decision support. |
| Refresh cadence | Creates a controlled input for ownership, review, tracking, or decision support. |
| Access model | Creates a controlled input for ownership, review, tracking, or decision support. |
| Lineage reviewed | Creates a controlled input for ownership, review, tracking, or decision support. |
| Approval status | Creates a controlled input for ownership, review, tracking, or decision support. |
Expandable guidance
Reports are often trusted because they look polished, not because they are governed. Certification creates a minimum standard for trusted reporting.
Workflow diagram
Use this as the front-end operating model for intake, review, approval, implementation, and follow-up.
Swimlane view
This view shows how executives, stewards, governance teams, and platform teams participate without role confusion.
Role
Submit report
Validate ownership
Review definitions
Check lineage
Confirm access
Approve certification
Business Owner
Request or approve
Validate business need
Confirm accountability
Approve final decision
Own action
Confirm closure
Data Steward
Review metadata
Check definitions
Validate classification
Log issues
Track status
Update record
Governance Office
Apply standard
Review risk
Resolve conflicts
Escalate if needed
Measure KPI
Publish outcome
Platform Team
Confirm platform fit
Check access
Validate source
Support implementation
Monitor control
Retire if needed
Success measures
Certified report countDuplicate report reductionRefresh reliabilityAccess review completion
Implementation conversation
Use this before promoting reports as trusted or certified.