Saturday, May 30, 2009

Report Development - Report Requirements Document

The purpose of report requirements document is to define the requirements for each report or group of reports.

Personally I don’t like to read 80 pages of technical documentation for a report. Nor would I want to scratch my head wondering what the report is doing Vs what it is supposed to do.

Here is a quick checklist of items to include in the report requirements documentation

  • Business need for the report
  • Requirements from the point of view of the end users
  • The selection and the filter criteria
  • Data elements in the report
  • Calculations if any
  • Parameters in the report
  • Sort, grouping and totaling requirements
  • Appearance and style requirements (i.e. layout of the report, column names to be shown etc)
  • Performance requirements (speed and latency)
  • Security requirements (who needs access to the report)


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