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What kind of report do I need?
Building and developing reports can be time consuming! The most effective and efficient way to build a report is to first design the report needed by asking the below questions. This should help to narrow down the data sources, fields, filters, etc...
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| Question |
Example |
Why |
| What type of information is needed? |
Student & Courses Needed |
Determines which Data Source to use. |
| Which fields of information? |
Student Name, Course Name, Date Needed, Supervisor Name, Department, Email |
Determines which Fields to use. |
| Should anything be excluded? |
Only need to see the Next Quarter. |
Determines which Filters to use. |
| For analysis or just records? |
Need to see all the people coming due on training as well as count by department numbers and pie chart. |
Determines which other tabs need to be used. – Summary, Chart, Gauge. |
| Analysis of what? |
To see how many people will be out of the department next quarter for training purposes. |
Determines how Summary and/or Chart and/or Gauge should be used. |
| Preferred Title/Details? |
Training Requirements for Next Quarter (Title) / Training Requirements by Department (Summary & Pie Chart) |
Determines the most useful title of the report and sections |
| Specific Style of Fields? |
This should be broken up by Department & Student with the courses needed listed in rows underneath. |
Determines how the information should look when the report is ran. |
| End Goal? |
Email to Managers quarterly |
Determines what format the report should be in and how the information will be sent out. |
See also
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