Trust is a design outcome
If two 'trial balances' disagree, users invent a third spreadsheet. Catalog discipline prevents that.
Reporting
7 min read
Designing an OTBI Report Catalog Finance Will Trust
Naming, prompts, ownership, and official-vs-working report standards that reduce spreadsheet shadow systems.
Insight article from the Kavya Project knowledge library. Educational content only — not employment history or certification claims.
Name by decision
Prefer 'Close TB — Official' over 'GL Report 14'. Findability matters.
Prompt standards
Ledger, period, and entity prompts should be consistent across the catalog.
Ownership
Every official report has a business owner and a technical steward.
Retirement path
Old reports must die. Otherwise the catalog becomes a museum.