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REPORTING REQUIREMENTS TEMPLATE
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https://www.smartsheet.com/try-it?trp=11990&utm_source=template-google-sheet&utm_medium=content&utm_campaign=Reporting+Requirements-google-sheet-11990&lpa=Reporting+Requirements+google-sheet+11990
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REPORTING REQUIREMENTS
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1. Report Overview
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REPORT NAME[ Report Name ]
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REPORT PURPOSE / GOALBriefly describe what the report should achieve.
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AUDIENCEIdentify who will read this report (e.g., management, stakeholders, team members).
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FREQUENCYSpecify how often you will generate the report (e.g., daily, weekly, monthly).
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VERSIONDATEREPORT OWNER / AUTHOR
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2. Data Requirements
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DATA SOURCES
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List all the data sources that you will use to compile the report (e.g., databases, spreadsheets, external data).
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DATA COLLECTION METHOD
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Describe how you will collect the data (automatically, manually, or via a third-party service).
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DATA UPDATE FREQUENCY
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Indicate how often you will update/refresh the data.
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3. Content Requirements
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KEY METRICS / INDICATORS
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List all the metrics or performance indicators that you will include in the report.
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DATA BREAKDOWNS
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Specify whether or not you will break down the data by categories (e.g., time, department, geography).
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HISTORICAL DATA COMPARISON
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State whether or not the report will compare current data to historical data for trend analysis.
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4. Format and Layout
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REPORT FORMAT
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Indicate the format you will be using (e.g., PDF, Excel, web-based dashboard).
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LAYOUT
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Describe the layout or provide a sketch. (Include charts, tables, text sections, etc.).
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VISUAL ELEMENTS
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Identify any charts, graphs, or visual elements that you will include in the report.
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5. Delivery Method
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DISTRIBUTION METHOD
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Indicate how you will distribute the report to the audience (e.g., email, online portal, print).
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SECURITY / CONFIDENTIALITY REQUIREMENTS
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Include any requirements for handling sensitive or confidential information.
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6. Approval and Review Process
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REVIEWERS
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List the individuals or groups responsible for reviewing the report before distribution.
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FEEDBACK PROCESS
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Describe how you will collect feedback and incorporate it into future reports.
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APPROVAL PROCESS
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Identify who must approve the report before you distribute it.
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7. Implementation Plan
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TIMELINE
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Include all the key milestones and deadlines you have to reach in order to develop and distribute the report.
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RESOURCES REQUIRED
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Include any tools, subscriptions, or other resources you need to produce the report.
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RESPONSIBLE PARTIES
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Indicate who is responsible for each aspect of the report's development, analysis, and distribution.
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8. Revision History
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VERSION DATEREVISIONS APPLIEDREVISED BY
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