Data Reporting Needs Survey Form
Help us understand your data reporting requirements, preferred sources, audiences, formats, and priorities.
Reporting Context
Organization / Department Name
*
Role or Team
*
Primary Reporting Purpose
*
Internal performance tracking
Client reporting
Executive reporting
Operational monitoring
Compliance reporting
Other
Data Sources and Reporting Scope
Main data sources used for reporting
*
CRM
Spreadsheets
ERP
Analytics tools
Support system
Product database
Other
Reporting frequency needed
*
Daily
Weekly
Monthly
Quarterly
Ad hoc
Other
Main audience for reports
*
Leadership
Operations
Clients
Partners
Internal teams
Other
Format, Metrics, and Delivery Preferences
Preferred report format
*
Dashboard
PDF
Spreadsheet
Email summary
Presentation
API/data feed
Importance of reporting areas
*
Rows
Not important
Slightly important
Moderately important
Very important
Critical
Accuracy
1
2
3
4
5
Speed
6
7
8
9
10
Automation
11
12
13
14
15
Customization
16
17
18
19
20
Ease of access
21
22
23
24
25
Priority metrics or KPIs
Rows
Low priority
Medium priority
High priority
Operational performance
26
27
28
Financial performance
29
30
31
Customer engagement
32
33
34
Sales and revenue
35
36
37
Compliance and quality
38
39
40
Additional reporting requirements or notes
Submit
Should be Empty: