Directions- Please fill out all the questions below that you can, if you do not know an answer or have a question, please leave the field blank.
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What is the purpose of your reports, who is the audience, and what is the expected action?
Ex: Sales by Customers
Ex: Internal Team or External Customers
Choose how many people will need to see the reports.
Ex: Daily, Weekly, Monthly, or Quarterly
How Consumers Use the Existing Report
Owner and Subject Matter Expert
(PBI service, email subscription, embedded within another application)?
(SQL databases, data warehouses, Excel, APIs, etc) are leveraged in the existing report?
(1month, 1 year, 5 years, etc)
e.g., live data vs. archive snapshots
Calculations, KPIs, and Business Rules
Usability, Layout, and Cosmetic Requirements
Printing and Exporting Needs?
Risks or Concerns
Open Issues and Backlog Items
Do you have any other projects or systems that could use the same process?
This field is for validation purposes and should be left unchanged.