Most organizations rely on data every day. Far fewer know whether that data can actually be trusted.
Reports drive decisions. Dashboards shape priorities. Metrics influence funding, staffing, compliance, risk, and operational performance. Yet behind many business reports are unclear data sources, undocumented calculations, inconsistent definitions, manual workarounds, missing ownership, weak validation, and data quality issues no one fully understands.
The Data Audit Field Manual is a practical field guide for reviewing the data, reports, metrics, dashboards, and ownership structures that modern organizations depend on.
Written for business systems analysts, data analysts, IT managers, data governance teams, cybersecurity and compliance staff, operational leaders, and anyone responsible for improving business visibility, this book provides a structured approach to auditing business data from source to decision.
Inside, readers will learn how to:
Identify and inventory business data sources, systems, files, reports, and dashboards
Review source data, reporting logic, calculations, filters, and refresh schedules
Document metrics and KPIs so definitions, formulas, and approved uses are clear
Acquire, profile, prepare, and analyze datasets with an evidence-based approach
Validate reports and dashboards before they are treated as reliable decision tools
Trace data lineage from source systems through transformations and downstream reports
Clarify data ownership, stewardship, custody, decision rights, and escalation paths
Review privacy, access, retention, compliance, and sensitive data concerns
Document audit findings, recommendations, remediation actions, and validation requirements
Build a repeatable business data audit practice that supports governance and operational trust
This is not a theory-only book about data governance. It is a practical manual for discovering what exists, documenting how data moves, identifying where trust breaks down, and helping organizations turn audit results into action.
Whether you are reviewing executive dashboards, compliance reports, operational metrics, departmental spreadsheets, vendor data, or system extracts, The Data Audit Field Manual gives you a repeatable method for asking better questions, gathering stronger evidence, and improving confidence in the data your organization uses to make decisions.
If your organization has ever had two reports with different answers, a metric no one can define, a dashboard no one owns, or a spreadsheet that somehow became critical infrastructure, this book was written for you.
