Best practice forum (Archived)

Reports - requirements template

 
Karyn Peverill
Reports - requirements template
par Karyn Peverill, Tuesday 5 March 2019, 15:18
 

Hi folks,


Does anyone have a report request template or example they'd be willing to share?


Our current method of trial and error is quite annoying, and I'd like some example of better/best practice to reduce and simplify the process of creating reports ;)


Thanks in advance,

kP

Craig Eves
Re: Reports - requirements template
par Craig Eves (Totara Support), Tuesday 5 March 2019, 17:21
Groupe Totara

Hi Karyn

A good place to start would be a list of the report sources . This will provide users with the columns available so they can choose the columns required.(it might pay to reduce the list to common reports)

Information on the report settings including Graph, Filters, Content, Access is also  required 

regards