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?
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?