Reports — Questions to Ask Before Commencing or Modifying a Report
1 min readAug 3, 2020
Reports — Questions to Ask Before Commencing or Modifying a Report
- What is the name of the report?
- What columns / fields will be in the report?
- What data is included in the report?
- How will the data be sorted and grouped?
- Are there any page or report summaries?
- Who will run the report and will it need to be executed automatically?
- What parameters are required before running the report?
- How often will the report be run?
- Will the report be exported to Excel and/or PDF?
- Will the report be sent to ‘External’ users? If yes, do you want the data to be displayed differently for ‘Internal’ and ‘External’ users?