Deliver a fresh set of reports to the requested audience. Each task states what the consumer needs, so retain that scope even when adding more fields would be easy. Report titles should identify the population or measure. Worklets should point to the intended saved definitions rather than another report with a similar title.
Sharing, export and dashboard assembly leave different saved evidence. A correct report definition has not been delivered as an Excel file until you export it; two saved reports have not become a dashboard until you add their worklets. Compensation remains restricted to its stated audience. These tasks reuse familiar reports so you can focus on a complete handoff, including an access explanation when a recipient can't see the data.