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Source traceability for evidence-heavy reports
Source traceability means every claim in a report can be followed back to the document, page or record it came from. It rests on a few working tools kept from the first day of a project: a source register that gives every source an ID, an evidence table that links each finding to its sources, and a quote bank for qualitative material.
These guides show how to build each one, and what a reporting team pays when they are missing. We build data systems where every claim traces back to its source, and we can run them for you.
Guides
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Start here
How to keep every report claim traceable to its source
A working method for keeping every claim in a report linked to the source behind it, from intake to sign-off.
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How to build a source register for an evidence-heavy report
The control table behind an evidence-heavy report, with fields, source ID rules, quality checks and a copyable template.
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How to build a source-linked evidence table for a report
The working table between your sources and your draft: one evidence item per row, each linked to its source, claim and finding.
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How to build a quote bank for qualitative reporting
A structured table of selected quotes, each linked to its source, theme, claim and review status, so writers quote with confidence.
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What a messy evidence workflow costs a reporting team
The signs that an evidence workflow is breaking, where the hidden cost sits, and a scorecard to test your own team.