YENRA CONNECTED WORKBOOK AUDIT
Guide: https://yenra.com/juice-software/
Save a private working copy. Inspect the workbook read-only first. Use an
authorized test copy and synthetic records for changes or writeback tests.
Keep passwords, credentials and confidential extracts out of this note.

Workbook/report and version:
Report owner/reviewer/date:
Decision the report supports:
Expected source population, period, units and currency:

SOURCE AND TRANSFORMATIONS
Authoritative source and owner:
Approved view/table/interface:
Business key and expected uniqueness:
Filters, joins, data types and transformations:
Source access account/role (no secret values):
Privacy/source-combination boundaries:

REFRESH
Trigger and responsible owner:
Source data timestamp/time zone:
Last successful completed refresh/time zone:
Errors checked and background refresh completion evidence:
Dependent calculations/pivots checked:
Controlled source change test and observed result:

RECONCILIATION
Expected keys versus observed keys:
Missing and duplicate records:
Counts and totals by meaningful group:
Exceptions, cause, owner and retest:

Fictional check: source A=100, B=200, C=100 totals 400 across 3 rows.
Incorrect output A=100, A=100, B=200 also totals 400 across 3 rows.
Comparing identifiers reveals duplicate A and missing C.
Matching a total and a row count alone is insufficient evidence.

DISTRIBUTION
Recipient's intended view and refresh access:
Stored data/attachments/exports included:
Actual recipient test and result:

WRITEBACK (only if explicitly required)
Documented supported interface:
Authorized role/validation/audit record:
Retry behavior and test-environment result:
Source record verified after the transaction:

Decision, unresolved questions and next review:
Revisit after schema, query, credentials, environment or report-scope changes.