BO Report Requirement Specification Document

Below is the sample of typical report requirement document.This document can be used at the first to gather the requirement from the user like:-.

1. What is the objective of the report?
2. How they want to see data in tabular/graphs ?In which format they want to see it PDF/Excel ?
3. Who are the stakeholders?
4. What navigation they want?Drill up Drill down may be some detailed report linking?
5. And what is sorting ,filter criteria they want to see on the report?

So in general this  template capture initial layout of the report and how it should look and to whom it is intended to.

< BO Report Requirement Specification Document >

Version 1.0

  

1. Objective :-

< Objective of the Report >

2. Define :- 

     2.1 Report General Information :-

       

            ( High-level business information about this report.)

Report Title	<Title of the report>
Report Priority	<Priority of the report viz. High, medium, Low>
Report Type	Tabular \ Cross-tab \ template based \ Graphical \ Multi-tab
Report output type	Excel \ HTML \ PDF
Publishing	Folder: Schedule: Permissions: Broadcasting:

      2.2 Field Details :-

             

              ( Description of the fields used in the report )

Field Name	Description
<Field Name 1>	<Field 1 Description>
<Field Name 2>	<Field 2 Description>
<Field Name 3>	<Field 3 Description>
<Field Name 4>	<Field 4 Description>
<Field Name 5>	<Field 5 Description>

           

        2.3 Stakeholders :-

    

       (Users of the report)

Primary Users
Secondary Users

  

3 Architect :-

     3.1 Report Navigation :-

    ( Navigation requirements for this report. )

Drilldown (Business Hierarchy)	<Yes\No\NA>
Prompts (User Inputs)	<Yes\No\NA>

     3.2 Formula’s and Calculations :-

         (Formula’s and calculations used in the report)

Variable Name	Formula \ Calculation
< Variable 1>	< Formula >
< Variable 2>	< Formula >

         < Attach sheet of details for the required calculations >

      3.3 Report Display :-

           ( Report display requirement )

Report Sorting
Column order
Report Filter
Report footer display(Sum\Total etc.)

< Attach report layout sheet >