Report

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Organizing and Representing Data: Visual Representations

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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?