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End User Custom Report Request Form


 
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htaghdiri
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PostPosted: Sun Jun 08, 2003 2:06 pm 
Post subject: End User Custom Report Request Form

Greetings,

Iíve been asked to create an End User BOBJ Report Request form to be filled out by all, whenever a custom report is desired. I am wondering what type of data/questions your organization asks for to create custom reports for end users?

Are there any existing forms suggested by BOBJ?

Thank you
Hamid
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MichaelWelter
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PostPosted: Mon Jun 09, 2003 8:43 am 
Post subject: Re: End User Custom Report Request Form

Hamid,

Welcome to BOB. icon_mrgreen.gif

Well, IMHO, nothing beats a good conversation with the user. However, I've seen a few companies that use Report Request Forms with pretty good success. Things to have on the form might include the following:

icon_arrow.gif What is the purpose of the report
icon_arrow.gif What is the frequency of publication (Daily, weekly . . .)
icon_arrow.gif Who will need to receive the report
icon_arrow.gif What system will this report be based on (name of universe)
icon_arrow.gif What fields/information should be displayed on the report
icon_arrow.gif What criteria/conditions will you need
icon_arrow.gif What else would you like included

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Steve Krandel
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PostPosted: Mon Jun 09, 2003 9:09 am 
Post subject: Re: End User Custom Report Request Form

Don't forget:

icon_arrow.gif What columns do you want to see?
icon_arrow.gif What are the sorts that should be applied?
icon_arrow.gif What special calculations need to be performed?

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Lee Drake
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PostPosted: Mon Jun 09, 2003 9:42 am 
Post subject: Re: End User Custom Report Request Form

icon_arrow.gif Totals and Subtotals
icon_arrow.gif Report owner
icon_arrow.gif Business Contact

The best use I have seen with request forms is that the user fills it out to the best that they can. The form is used to determine need, if other reports exist that will work, and priority. Then the developer talks to the user for the rest of the details and completes the form.

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sunspot
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PostPosted: Tue May 18, 2004 6:33 pm 
Post subject: Re: End User Custom Report Request Form

Just stumbled over this topic. There are a few other items you might want to incorporate into a report request form. I wouldn't call it a form, by the way - sounds like something designed to be difficult to fill out. Call it a Report Request Worksheet or a Report Request Template, and make it clear that it's a document to be filled out *with* a report developer, although the users are free to complete what they can on their own.

Anyhow, the other items you might want to include are:

icon_arrow.gif (Proposed) Report Title
icon_arrow.gif By what date does the report need to be available
icon_arrow.gif What (special or conditional) formatting do you need on each column
icon_arrow.gif Distribution method (BroadcastAgent, PDF via e-mail, Intranet as HTML file, etc.)
icon_arrow.gif Report period (is the report for a single day, a month, a year, does it compare two different periods, etc.)
icon_arrow.gif Who are the Users of the report
icon_arrow.gif Security
icon_arrow.gif Is this a new report, or a modification to an existing report

You wouldn't build a house without a blueprint. Don't build a report without requirements clearly and explicitly defined and agreed upon by all parties.

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sunspot
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PostPosted: Tue May 18, 2004 6:38 pm 
Post subject: Re: End User Custom Report Request Form

Oh, and one more thing - incorporate a table that lists the columns of the report, their format, totals / subtotals / etc., any special calculations, sorts, what database table each report object is sourced from, and what column(s) each report object is sourced from.

And get them to provide you with, or work with them to produce an Excel mockup of the report with sample data in the correct format. You'd be amazed at how the requirements will suddenly change as some users begin to work on their mockup and realize they want something completely different from what they were originally trying to describe. A picture paints a thousand words . . .

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