While preparing a customer-churn dashboard you exclude roughly 15 % of rows that contain null values in critical fields. According to professional reporting best practices, how should this filtering step be handled in the final deliverable?
List the filter in a hidden technical appendix accessible only to data engineers.
Mention the filter only if the exclusion affects more than one-quarter of the dataset.
Summarize the filter in the report or dashboard documentation so readers know which data was excluded.
Leave it out completely; experienced readers know that analysts apply their own filters.
Filtering decisions should be disclosed-typically in a methodology, notes, or metadata section-so stakeholders understand exactly which records were removed and why. Documenting the criteria prevents misinterpretation of results and supports reproducibility, whereas omitting the information can mislead readers about the scope and accuracy of the analysis.
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