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Table of Contents
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Use this checklist to help organize your thoughts about the new report.
- All report requests should be in writing. This helps the requestor to organize their thoughts. Use the Report Request Form to help.
- Is there a report that meets my needs?
- Is there a datablock the report can be built from?
- How often will this report be used and by whom? (routine vs. adhoc)
- Is the person authorized to have this information? (security)
- What's the true "drop-dead date" it's needed by? (deadline)
- How will the information be used? (purpose)
- What data should be on the report, in both rows and columns? (specifications)
- How are the data to be selected? (criteria)
- How should the data be sorted and grouped? (filter)
- How should the final output be displayed? (format)
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