AI & automation · Practice guide

Make sure report failures reach someone who can act

Illustrative situation

An automated report fails overnight but the alert reaches an unattended technical inbox. An overnight reporting failure becomes a business problem when the morning meeting relies on missing figures. The alert should tell the recipient which report is affected and what they can do, without expecting them to interpret a technical error code.

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What this means for your practice

Name the person responsible for a failed report and explain what they can do. An alert should identify the report and its business effect, with technical details available to the supplier.

An example to discuss with your team

Trigger a test failure while the primary owner is unavailable.

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A practical conversation with your supplier

Trigger a sample failure with the usual owner unavailable. The backup should know whether to warn readers, use an agreed fallback or contact support. Keep technical detail available for the supplier. Track time spent finding an owner separately from time spent resolving the underlying fault.

Plan the first improvement

Begin with the meeting or decision that depends on the report. That establishes the consequence of failure and helps choose a sensible response route. The person receiving an alert may need to notify readers or request support rather than repair the connection themselves. Give them those options clearly, with a deputy and the relevant supplier contact. Ask where the alert will arrive during normal hours and outside them, according to the agreed support arrangement. An unattended inbox is not an effective fallback simply because delivery succeeded.

Include the report name, affected period and whether an earlier version remains available. Avoid sending a technical error alone to a business user. In a rehearsal, ask the recipient to explain their first action and the next communication. Review failures that waited without an owner separately from failures that took time to repair. The first indicates a responsibility gap, while the second may require a different technical or supplier improvement.

How to check the result

Measure unresolved failures and time to establish ownership.

Turn reading into a next step

Your action checklist

Work through these checks with your team or supplier. Tick the ones you have resolved and leave unknowns open.

Checks to discuss

Record what you know, what is still missing and the answer you need from your team or supplier.

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Further reading

These sources provide background for the topic. The practice examples and checklist are illustrative planning suggestions from Kay & Co.

Related guides

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