ERP REPORTING & ANALYTICS CHECKLIST

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--- DATA SOURCE VALIDATION ---
[ ] Data Source Connection Status (Connected, Disconnected, Error)
[ ] Last Data Sync Timestamp (Epoch)
[ ] Data Source Last Modified Date
[ ] Data Source Error Log (If Applicable)
[ ] Record Count in Data Source
[ ] Data Type Validation Status (Valid, Invalid, Pending Validation)

--- REPORT DESIGN & CUSTOMIZATION ---
[ ] Report Layout Type (Standard, Custom)
[ ] Chart Types Included (Bar Chart, Line Chart, Pie Chart, Scatter Plot, Table)
[ ] Custom Branding Notes (Logo, Colors)
[ ] Number of Decimal Places
[ ] Currency Display Format (Symbol First, Value First)
[ ] Last Report Design Update Date

--- DATA SECURITY & ACCESS CONTROL ---
[ ] Role-Based Access Controls Implemented? (Yes, No, Partial)
[ ] Sensitive Data Masking Applied to? (Customer PII, Financial Data, Employee Records, Inventory Details, Other)
[ ] Two-Factor Authentication Enabled? (Yes, No, Partial)
[ ] Number of Users with Admin Privileges
[ ] Description of Data Encryption Methods
[ ] Regular Security Audits Performed? (Yes, No, Scheduled)

--- REPORT PERFORMANCE & OPTIMIZATION ---
[ ] Maximum Acceptable Report Generation Time (seconds)
[ ] Current Average Report Generation Time (seconds)
[ ] Database Server Optimization Status (Not Optimized, Partially Optimized, Fully Optimized)
[ ] Describe any bottlenecks identified during performance testing
[ ] Performance Optimization Techniques Implemented (Indexed Data Fields, Query Optimization, Server Resource Allocation, Report Caching)
[ ] Date of Last Performance Optimization Review

--- REPORT DISTRIBUTION & SCHEDULING ---
[ ] Distribution Method (Email, Shared Drive, ERP Dashboard, Other)
[ ] Recipient Groups (Executive Team, Department A, Department B, Finance Team, Sales Team)
[ ] First Scheduled Run Date
[ ] Scheduled Run Time
[ ] Frequency (Days)
[ ] Custom Distribution Notes

--- DATA QUALITY MONITORING ---
[ ] Data Completeness Rate (%)
[ ] Data Accuracy Rate (%)
[ ] Data Consistency Rate (%)
[ ] Last Data Quality Check Date
[ ] Summary of Data Quality Issues Found
[ ] Data Validation Rules Applied (Range Checks, Format Checks, Duplicate Checks, Referential Integrity Checks)
[ ] Data Quality Issue Severity (Low/Medium/High) (Low, Medium, High)

--- KEY PERFORMANCE INDICATOR (KPI) ALIGNMENT ---
[ ] KPI Definition Source (Company Strategy Document, Departmental Goals, Industry Best Practices)
[ ] KPI Formula/Calculation
[ ] Target Value for KPI
[ ] Actual Value (Current Period)
[ ] KPI Status (On Track, Needs Attention, Off Track)
[ ] Analysis of KPI Variance (vs. Target)
[ ] Date of Last KPI Review

--- AUDIT TRAIL & REPORTING COMPLIANCE ---
[ ] Last Audit Trail Review Date
[ ] Summary of Audit Findings
[ ] Number of Audit Trail Accesses (Last Month)
[ ] Relevant Regulatory Compliance Standards (e.g., GDPR, SOX) (GDPR, SOX, HIPAA, CCPA, Other)
[ ] Description of Compliance Measures
[ ] Supporting Documentation (e.g., audit reports, compliance certifications)

--- USER TRAINING & DOCUMENTATION ---
[ ] Training Objectives Overview
[ ] Training Modules Covered (Module 1: Core Functionality, Module 2: Reporting & Analytics, Module 3: Data Entry Best Practices, Module 4: Security and Compliance)
[ ] Training Completion Date
[ ] Number of Training Hours
[ ] Training Materials (PDF, DOCX)
[ ] Trainer Name
[ ] User Feedback Summary

--- REPORT REVIEW & UPDATES ---
[ ] Last Review Date
[ ] Review Summary & Key Findings
[ ] Areas Requiring Updates/Changes (Data Source, Calculations, Report Design, Data Security, KPI Alignment, Other)
[ ] Justification for Changes
[ ] Implementation Date of Changes
[ ] Review Status (Not Started, In Progress, Completed, Deferred)
[ ] Version Number

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