Report

Update/Amend of existing report

Change in format?

Change in fields?

Change in report access?

Change in filters?

Change in report dimensions?

Change in format?

Change in sorting?

Subtopic

New Report

What is the report format?

pdf

csv

excel

What is the report layout?

header

Footer

report name

columns order

What is the report generation frequency?

Everyday

Weekly

Monthly

Quarterly

Annual

Subtopic

What are the fields & columns required in the report?

What is the logic for each field?

What are the mandatory fields required?

Any charts required in the report?

chart format - Bar, line, pie chart etc.

Data sources for chart?

Any calculation required?

Data update frequency?

Filters required?

How many filters?

What's the logic for each filter?

Date range?

Ascending o

sorting to be applied on any column?

Customized sorting required?

Should highlight any fields in the report?

Access matrix of report?

Who should have access to report?

what permissions each user should have?

Data to be retrieved from any upstream/downstream systems?

Any integration required to upstream/ downstream systems?

What is the report data period?

how many years?

How many months?