Report
The creation and maintenance of a report involve several critical steps and considerations. One needs to determine if data integration from upstream or downstream systems is essential.
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Report New Report What is the report data period? How many months? how many years? Data to be retrieved from any upstream/downstream systems? Any integration required to upstream/ downstream systems? Access matrix of report? what permissions each user should have? Who should have access to report? Should highlight any fields in the report? Customized sorting required? sorting to be applied on any column? Filters required? What's the logic for each filter? Ascending o
Date range?
How many filters? Any charts required in the report? Data update frequency? Any calculation required? Data sources for chart? chart format - Bar, line, pie chart etc. What are the fields & columns required in the report? What are the mandatory fields required? What is the logic for each field? What is the report generation frequency? Annual Quarterly Monthly Weekly Everyday What is the report layout? columns order report name Footer header What is the report format? excel csv pdf Update/Amend of existing report Subtopic Change in sorting? Change in report dimensions? Change in filters? Change in report access? Change in fields? Change in format?
