Report Automation Requirements Questionnaire Form
Please complete all sections to help us understand your requirements for automating your reporting workflows.
What is the main business context or objective for this reporting automation?
*
Which best describes your current reporting process?
*
Fully manual (all steps done by hand)
Partially automated (some tools/scripts used)
Mostly automated (few manual steps remain)
Other
Select all data sources currently used for reporting:
*
Databases (SQL, NoSQL, etc.)
Spreadsheets (Excel, Google Sheets)
Cloud storage (Dropbox, Google Drive, etc.)
Business applications (CRM, ERP, etc.)
APIs/web services
Other
What are the main outputs or deliverables of your reports?
*
PDF documents
Excel/CSV files
Dashboards (web or app)
Email summaries
Presentations (PPT, Google Slides)
Other
How often do you generate these reports?
*
Daily
Weekly
Monthly
Quarterly
Annually
On demand
Which reporting steps do you want to automate?
*
Data extraction
Data transformation/cleaning
Report generation
Distribution/delivery
Scheduling
Other
Which systems or tools should the automated reporting connect or integrate with?
*
What are the access or permission requirements for viewing or editing automated reports?
*
Please rate the current level of manual effort required for reporting.
*
1
2
3
4
5
How will you define success for this automation project? (e.g., time saved, error reduction, scalability)
*
Submit Requirements
Should be Empty: