Worksheet

Report inventory worksheet

One worksheet, one report per row. Columns: report name, owner, role that opens it, how often it runs, fixed or builder, cost columns shown, last opened date and a keep or retire box. A lower block pairs each new request with the existing report it would replace, and a note for the requester states which decision the numbers will change.

Name: ______________________   Business: ______________________   Date: ______________

Scroll the table sideways to see every column.

Cross out or rewrite any heading that does not fit your business. From the guide “Report builder or fixed reports: what your team will actually use”, www.gullysystem.com/blog/report-builder-or-fixed-reports-what-your-team-will-actually-use