Reporting Requirements Template

Prepared by: Name

Department/Unit:

Month YYYY

What is the question you want to answer?

Examples:

  • How many digital objects are stored in the repository currently?
  • How many collections were ingested in the past year?

Who is the report’s intended audience?

List names, roles, or teams

Who will run the report?

List names or job titles

How often will the report be run?

Examples:

  • On demand/as needed
  • At specified intervals (e.g. weekly, monthly, quarterly)

What is the date/time-span for the information needed?

Examples:

  • Real-time/right now
  • Monthly
  • Quarterly
  • Annually
  • Arbitrary start and end time (e.g. from Jan 1st until June 17th)

What are the expected sources for the information needed?

Examples:

  • Technical metadata in one collection
  • Specific fields of metadata across the entire repository
  • Repository storage/filesystem information
  • User activity information 

Does any of the data need to be calculated or transformed?

Examples:

  • Combined storage usage across all storage locations
  • Average number of files attached per digital object

Is any of the data sensitive?

Examples:

  • User data/Personally Identifiable Information
  • Confidential/sensitive content that only selected repository users should see

What are the key data points/metadata fields to include in the report?

Examples:

  • Title
  • PID
  • User NetID
  • Start Date
  • End Date
  • Copyright Date
  • Count (of x)

How do you want to access the report?

  • Visual display within the repository UI
  • Download a CSV file

What is the level of priority for this reporting need?

  • Urgent (essential for current work)
  • Medium
  • Low


Other Information/Notes