Reports — Questions to Ask Before Commencing or Modifying a Report

Reports — Questions to Ask Before Commencing or Modifying a Report

1. What is the name of the report?
2. What columns / fields will be in the report?
3. What data is included in the report?
4. How will the data be sorted and grouped?
5. Are there any page or report summaries?
6. Who will run the report and will it need to be executed automatically?
7. What parameters are required before running the report?
8. How often will the report be run?
9. Will the report be exported to Excel and/or PDF?
10. Will the report be sent to ‘External’ users? If yes, do you want the data to be displayed differently for ‘Internal’ and ‘External’ users?