This document provides an overview and outline for a company report. It includes sections on the report's purpose and scope, assumptions, risks, and constraints. It also describes the report layout, details on business rules, grouping, sorting, filters, and metric calculations. The final section covers report distribution and scheduling. Key stakeholders for the report include the product owner, business analyst, and developer.

1. REPORT NAME
“COMPANY LOGO”
“REPORT NAME”
DOCUMENT HISTORY
Version Date Changes Author
DOCUMENT APPROVAL
Version Date Approver Comments
KEY STAKEHOLDERS
ROLE Department Comments
ProductOwner
BusinessAnalyst
Developer

2. REPORT NAME
Contents
1. ReportPurpose & Scope
1.1 Assumptions
1.2 Risks
1.3 Constraints
2. ReportOverview&Layout
2.1 ReportLayout
3. ReportDetails
3.1 BusinessConditions/Rules
3.2 Grouping,Sorting& filters
3.3 Metrics Calculations
4. Miscellaneous
4.1 Distribution
4.2 Scheduling

3. REPORT NAME
1. ReportPurpose & Scope –
Thissectiondefinesthe purpose &scope of the report.What is the reportabout,what’sthe report
title,whoisthe intendedaudience?Whatisthe objective of thisreport,how will itbe useful,what
kindof decisionscanbe made etc.
1.1 Assumptions –Anyassumptionsthatwere usedwhile preparingthe report.
For ex – Reportisbasedon the assumptionthatit’sonlyconsideringdatafor“XX Region”
1.2 Risks– Any majorrisks
Technological
BusinessImpacts
1.3 Constraints - Anylimitationsorrestrictionsonsolvingabusinessproblem.
2. ReportOverview&Layout
What will be the formatof the report,adhoc,grid,PDF.Attach a sample layout.
2.1 Layout – Columns, Description,Database Table,SQLExpression,Comment
3. ReportDetails
3.1 BusinessConditions/Rules –AnyIf/then/else conditions
3.2 Grouping/Sorting/Filters –Group these Xfieldsunderthe followingheader,Subtotalsby
regions,Totals,filterbyage group,filterbyregionetc
3.3 Metrics – Define the calculations indetailforacalculatedfield.ForEx – X/Y = Z
4. Miscellaneous
4.1 Distribution –Reportshouldbe distributedtowhom, inwhatformat,frequency,subscriptions
etc.
4.2 Scheduling–On demand/Scheduled.