BiLog: Understand User Requirements...Report Specifications Best Practice.
PamDenny 270000BXV7 Comments (4) Visits (14222)
Read my mind. Have you ever muttered those words when someone asks you where the milk is? or if there any cookies to go with that milk? Don’t try to read your user’s mind when detailing a report specification. Instead, work with your user to fully understand his report requirements, which you can then translate into a deliverable report specification.
As noted in the last BiLog entries, we have been reviewing the best practices Of report specification development which include (1) Understand report capabilities (2) Understand user requirements and (3) Detail requirements through the report specification.Specific areas that you should review with the user include:
Today’s BiLog highlights the second best practice of understanding what the user requires for his report as highlighted in the diagram below. Reviewing the report requirements with the user in detail - before the report is developed - will help to insure that the user receives the report he needs.
1. Who will be accessing the report?
2. Where will the report be accessed from? Inside or outside the application, from an application’s action, from the report list portlet or a link from a KPI?
3. If the report is going to be accessed from an application, which application is it? And should quick access links, like Browser View, Direct Print or Direct Print with Attachments be set?
4. Will the report require defined parameters, and if so, what are they and are they required? Or will the report utilize the application’s record set?
5. How is the report expected to be accessed? On a set time? (Once a week, month or quarter) or will it be accessed at irregular or unpredictable times.
6. What should the report be called?
7. What size paper should the report be developed on? Letter, Legal, A4 or unique?
8. What is the page orientation? Portrait or Landscape?
9. What fields will be included in the report, and how will they display? This includes detailing of the Header and Subheader sections, along with sorting and grouping details.
10. Does the report include calculations and what are they?
11. Does the report have unique requirements? For example, including bar code fonts or displaying images from the database.
12. Will the report contain a graph? A pie, line or bar chart and what will the graph display?