Six-month plan → Handover deliverables → Source-to-report map

Handover deliverable · 2 of 6 · Target M2

Source-to-report map

Operational chain from service event through source data to management decision — includes report inventory.

DRH migration context: Legendary Care (case-based) → PathwayOne (action-based). Parallel run Dec 2025–Jan 2026; Mar 2026 definition crunch.

The canonical source-to-report map is a single filterable table — report inventory, field lineage, owners and confidence in one place.

Open source-to-report map Download map CSV

Reports at a glance

ReportAudienceFreq.OwnerConfidence Mar 26
Executive MH dashboardSLTMonthlyPerformance leadLow
MHSDS-like monthlyNHSEMonthlyMandatory reporting ownerMedium
CSDS-like monthlyNHSEMonthlyCSDS ownerMedium
Waiting list and pathway riskCMHT managersWeeklyService managerMedium
Demand and capacity packDirectorateWeeklyPerformance leadHigh
Senior performance briefSLT / BoardMonthlyPerformance leadLow
Data quality and confidenceBI + performanceMonthlyBI leadHigh
Reconciliation packPerformance + BIMonthlyPerformance leadHigh

report_catalogue.csv

Stakeholder questions

StakeholderQuestionKPIReport
NHSE mandatory returnsHow many MH referrals received?KPI-01MHSDS-like monthly
Directorate leadAre we meeting first contact standards?KPI-04Senior performance brief
CMHT service managerWhat is waiting list pressure by team?KPI-03Waiting list risk
BoardHeadline MH access performance trend?KPI-01Executive MH dashboard
CSDS return ownerCommunity activity counts?KPI-05CSDS-like monthly
FinanceAgency cost vs activity delivered?KPI-08Demand-capacity pack
IM&T programmeAre feeds aligned post-cutover?n/aValidation pack

reporting_requirements_map.csv

In plain English

This is a route map from the ward or clinic to the board report. For every figure that appears in a report, it shows where that number comes from in the clinical systems, who owns it, and whether we trust it right now. It also lists which reports exist, who they are for, and which business questions they answer. If a figure looks wrong, you can trace it back without needing to be a data specialist.