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Running a Report

So what is a report?

It's data about a subject that usually tells a story or answers questions about data that someone (a user) will use to do their job.

It's usually someone's job to produce a report.

The usuall progression is
  • Someone requests a report
  • You're assigned to generate it or someone will show you
  • You either document the steps or someone supplies these steps for you
  • You get the data, put the report together, check that it's correct and send it out

    Reports usually have a time component
  • Daily
  • Weekly
  • Monthly
  • Quarterly
  • Ad-hoc

    Reports have a datasource
  • Web page
  • Email
  • File
  • SQL query

    Reports are presented as
  • PDF
  • Excel file
  • Webpage
  • Email
  • PowerPoint

    There can be a tool that help to get the data for your report
  • SSRS
  • Tableau
  • Excel

    Some addtional report aspect
  • Charts
  • Tables
  • Pivots
  • Filters
  • Row and columns
  • Keys
  • Hyperlinks
  • Real time vs. historical
  • Comparison reports (Month over Month)
  • Top or Bottom reports
  • Change reports

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