CRM REPORTING CHECKLIST

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--- DATA SOURCE VALIDATION ---
[ ] Primary Data Source (Salesforce, Microsoft Dynamics 365, HubSpot, Other)
[ ] Connection Method (API, Direct Database Connection, CSV Import, Other)
[ ] Last Data Source Synchronization
[ ] Synchronization Frequency (hours)
[ ] Description of any data transformation rules applied
[ ] Data Source Status (Active, Inactive, Pending)
[ ] Data Source Owner Contact Name
[ ] Sample Data Extract (for verification)

--- REPORT DESIGN & LAYOUT ---
[ ] Report Title
[ ] Number of Columns
[ ] Chart Types (Select all that apply) (Bar Chart, Line Chart, Pie Chart, Scatter Plot)
[ ] Default Date Range (Last 7 Days, Last 30 Days, This Quarter, Custom)
[ ] Color Palette (Primary)
[ ] Color Palette (Secondary)

--- KEY PERFORMANCE INDICATOR (KPI) DEFINITION ---
[ ] KPI Name
[ ] KPI Description
[ ] Target Value
[ ] Baseline Value
[ ] Calculation Method (Sum, Average, Count, Percentage)
[ ] Review Date

--- DATA ACCURACY & COMPLETENESS ---
[ ] Number of Records Checked
[ ] Data Validation Rule Status (Pass, Fail, N/A)
[ ] Description of Any Discrepancies Found
[ ] Percentage of Accurate Records
[ ] Date of Data Accuracy Review
[ ] Data Fields Verified (Select all that apply) (Name, Email, Phone, Address, Company)

--- REPORT SECURITY & ACCESS ---
[ ] Report Access Level (View Only, Edit, Admin)
[ ] User Groups with Access (Sales Team, Marketing Team, Executive Leadership)
[ ] Data Sensitivity Level (Public, Internal, Confidential)
[ ] Justification for Elevated Access (if applicable)
[ ] Last Access Review Date

--- REPORT SCHEDULING & DISTRIBUTION ---
[ ] Report Generation Date
[ ] Report Generation Time
[ ] Distribution Method (Email, Shared Folder, Dashboard, FTP)
[ ] Email Recipient List (if applicable)
[ ] Number of Recipients (if applicable)
[ ] Delivery Priority (Low, Normal, High)
[ ] Notes/Special Instructions

--- REPORT PERFORMANCE & OPTIMIZATION ---
[ ] Report Generation Time (seconds)
[ ] Query Execution Time (seconds)
[ ] Database Indexing Status (Fully Indexed, Partially Indexed, Not Indexed)
[ ] Describe any performance bottlenecks observed
[ ] Report Caching Enabled? (Yes, No)
[ ] Date of Last Performance Review

--- REPORT TESTING & VALIDATION ---
[ ] Number of test cases executed
[ ] Summary of test results and observations
[ ] Report Accuracy Assessment (Accurate, Partially Accurate, Inaccurate)
[ ] Date of testing completion
[ ] Number of data discrepancies found
[ ] Description of any data discrepancies and resolutions
[ ] Report Performance Evaluation (Satisfactory, Needs Improvement)

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