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Report/Dashboard Requirements Template

Report/Dashboard Requirements Template
Your Corporation Name
Report Specification
XXX Company

Report Name
Table of Contents
Specification Details. 4
Document Control Information. 4
Revision Control Information. 4
Environment and  User Requirements. 5
Environment Information. 5
Report  Details. 6
Report Purpose. 6
Report Users. 6
Report Definitions. 6
File and Layout Details. 7
Access Details. 7
Report Performance Settings. 8
Parameters. 9
Report Parameter Type. 9
Application Parameter Reports  Only*  –  Report Level Settings  9
Parameterized Reports**– Parameter Settings. 10
Parameter 1: 10
Parameter 2: 11
Parameter 3: 12
Report Content 13
Header 13
Graphs. 14
Sub Header 1. 15
Sub Header 2. 16
Sub Header 3. 17
Report Mockup. 18
Testing Considerations. 19
Use Case Scenarios or Notable Test Requirements. 19


 Report Name

Report Specification
Company Name
This document is intended to convey the details and requirements of the report specified above.

Document Control Information
Name and Title
Company
Date
Author



Approver



Owner




 

Revision Control Information


Number
Revision Description
Changed By
Date

Original Release














Environment Information
Type
Versions
Other
Tableau
Visualization Tool
10.9

Teradata
Data storage
15.14

ETL Tools
Datastage


Azkaban
Scheduling






 

 

Report Purpose

Detail the primary use of this report.


 

Report Users

Detail which reporting users will use this report.


Note if this report will be accessed by external users via emailing/scheduling.

Report Definitions

Detail any unique scenarios used in the report.  For example, does the report update the database, only contain a graph, or is part of a multi-report drill-down package.

File and Layout Details
Details
Title

File Name

Application(s) Report Accessed From

Directory Folder Where Report Stored

XML File Name

Properties File Name



Report Type

Report Base (Template, Delivered Report, or Ad Hoc Report)



Page Size (Letter, Legal or A4)

Page Orientation (Portrait or Landscape)

 

Access Details
If Yes, State Value
Access Point
Hyperlink To


KPI


Report List Portlet


Other




Report Performance Settings
If Yes, State Value

Priority


Schedule Only

*Recommended for large, batch reports




Report Performance Notes
1.        Any Reserved Processing Times for Schedule Only reports will be set separately by Administrator
2.        Record Limits defined under Application Parameter Section below

Filters

Report Filters  Only*  –  Report Level Settings


Filter Display Name
Database field
Value
Browser View 
QL
1,2,3,4,5….
Browser View Tab Location
Select One: All, List, Main, None
QLLOC

Direct Print
DP

Direct Print Tab Location
Select One:  All, List, Main, None
DPLOC

Direct Print with Attachments
PAD

Direct Print with Attachments Tab Location
Select One: All, List, Main, None
PADLOC

Order of report within icon display
TOOLBARSEQUENCE




Is report a detail report which should be enabled for record limits? 
DETAIL

If yes, define record limit value. 
RECORDLIMIT

 

 Parameterized Reports**– Parameter Settings

* Indicates Required Values

Parameter 1: 

Description
Attribute
Value
* Parameter name as defined in report design file
Parameter name

Database attribute.  Can be null for unbound parameter only.
Attribute name

Lookup Value
Lookup name

* Order for parameter to display on request page
Sequence

Display Value
Labeloverride

Default Value
Defaultvalue

* Is parameter required?
Required

For bound parameters only < , < =, > , > =
Operator

* Can multiple parameters be input?
Multilookup

 

Parameter 2: 

Description
Attribute
Value
* Parameter name as defined in report design file
Parameter name

Database attribute.  Can be null for unbound parameter only.
Attribute name

Lookup Value
Lookup name

* Order for parameter to display on request page
Sequence

Display Value
Labeloverride

Default Value
Defaultvalue

* Is parameter required?
Required

For bound parameters only < , < =, > , > =
Operator

* Can multiple parameters be input?
Multilookup

 

Parameter 3: 

Description
Attribute
Value
* Parameter name as defined in report design file
Parameter name

Database attribute.  Can be null for unbound parameter only.
Attribute name

Lookup Value
Lookup name

* Order for parameter to display on request page
Sequence

Display Value
Labeloverride

Default Value
Defaultvalue

* Is parameter required?
Required

For bound parameters only < , < =, > , > =
Operator

* Can multiple parameters be input?
Multilookup




Report fields

Dimension/Measure
Type
Column(Calculation)
Format Notes
Dim1
Dimension
country_code

Dim2
Dimension
country_name

Dim3
Dimension
…

Dim4
Dimension
….

Dim5
Dimension
….

Dim6
Dimension
….

Dim7
Dimension
….

…..
…


Measure1
Measure
Sum(Sales)
$ value with 2 decimal ex: $20.34
Measure2
Measure
Avg(Items)
2decimals 8.23
Measure3
Measure
Sum(Profit+Tax)

Measure4
Measure


Measure5
Measure


Measure6
Measure


Measure7
Measure


…



 

Header/Report Notes
1.

 

Graphs

Graph Type (Bar, Line, Pie, Other) and Dimension (2D or 3D )


Axis Definition (If Bar or Line)


Graph Title

Graph Colors


Format Notes
1.  Examples of Format notes include insert page break after graph display.

Graph Details
1.  Examples of Graph Details include ‘In bar chart, display asset with lowest availability first’

Graph Mockup

Sub Header 1

Subheader 1 Fields
Display Value
Field Value
Format Notes

































 

Sub Header 1 Notes
1.  Include information on sorting or display orders

Sub Header 2

Sub Header 2 Fields
Display Value
Field Value
Format Notes


































Sub Header 2 Notes

 

 

Sub Header 3

Sub Header 3 Fields
Display Value
Field Value
Format Notes

































 

Sub Header 3 Notes
1.



Report Mockup         

Report Content Display
Insert Mockup of report display per example below

 

Use Case Scenarios or Notable Test Requirements

1. 


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