04 · Reporting

Business Reporting Automation

Reporting automation built on validated data, with AI used for commentary and review support.

Proposed extension stack SharePointPower Automate AI BuilderCopilot Studio

Case scope: The enterprise process, systems and control foundation reflects hands-on delivery patterns. AI and agent components shown below are proposed design extensions.

Automated report flowValidation checks Exception reviewApproval history

At a glance

Business problemRecurring reports depend on manual extracts, spreadsheet transformations, validation and commentary, creating delays and inconsistent output

My contribution Reporting requirements · validation rules · automation workflow · review controls

Current environmentSAP exports · Excel / Power Query · SharePoint · recurring business reports

Business valueReporting follows a repeatable workflow with validation, exception review and approval before distribution.

Proposed AI extension · AI / Agent / Human

Turns validated reporting data into useful explanations of trends, changes and exceptions.

Agent

Runs the reporting workflow, escalates items that need attention and refreshes outputs when approved data changes.

Human

Analysts review AI commentary and approve distribution. Overrides and reasons are captured.

Current workflow

01Data extract

02Validation

03Transformation

04Report prep

05Review

06Distribution

What I owned

Reporting requirementsSource-to-output process Validation rulesException thresholds Transformation requirementsOutput structure Review workflowAcceptance criteria UATAI use-case definition AI output requirements

Proposed AI-enabled architecture

SAP export→ SharePoint→ Validation + reporting rules→ Power Automate→ AI Builder / Copilot→ Commentary + exception review→ Human approval→ Distribution + log

Technical design

MVP scenarios

Scenario 1Clean report. Validated input completes the reporting workflow with no exceptions.Ready

Scenario 2Invalid input. Missing or malformed source data fails deterministic validation.Fail

Scenario 3Significant variance. A validated metric changes beyond an approved threshold. AI summarizes the movement for analyst review.Review

Scenario 4Management question. Copilot answers a controlled question such as "What changed this month?" using approved reporting data only.Insight

Scenario 5Incorrect AI interpretation. Analyst rejects or edits AI commentary and records the reason.Override

Scenario 6Prior-period restatement. Previously reported data is resubmitted. The workflow detects the changed version, identifies impacted metrics and routes a revised report for approval.Restatement

Controls and governance

AI runs only after data passes validation.

Core calculations and thresholds remain deterministic.

Business rules are defined independently of Excel and Power Query so the logic can move to a more stable platform later.

Copilot uses only approved reporting data.

AI commentary is never published without human review.

Restatements require explicit approval.

Overrides and reasons are logged.