Report Request Template

Download the attached Excel file and use as a template for requesting a report. The template provides you a structure of the fields, groups, subtotals, sorting, and filters. The template may initially look confusing. However, look at the example illustrated within the spreadsheet to view the type of information being requested

Using the template eliminates much of the confusion that comes with verbally describing a report design. It also helps the user better visualize and consider the data elements before submitting the design request.

Report Request Worksheet v3.xls

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  1. Douglas Perkinson
    21 March, 2017