Separate what happened, what the evidence shows and what you recommend.
Start with the right information
Collect the purpose, period, observations and reliable source material. Mark missing information rather than inventing a complete-looking result.
Put it into practice
Ask for headings that fit the reader’s decision. Review summaries against the original records and keep numbers consistent across sections.
Check before you share
Add source references and check the exported tables. Use a dated version so later corrections can be distinguished from the original report.
Original guidance for this installation. Connected services, available formats and prices are shown in the workspace before you use them.