#1 Create a List of Existing Reports

In our most recent newsletter on report management, we discussed the challenges that organizations face in determining how to effectively use reports to assist in running their businesses.

So what should an organization do to better understand their reporting needs?

First, identify what reports presently exist. Create a list of all the reports, including those reports that are rarely (or never) used. As the reports are identified, determine the purpose for each of the reports.

Having a list of the reports that exist within your organization is the first step to more effective report management.

Look for our next blog on what needs to be done after you create a list of existing reports.

Contact Charlene Aldridge at 972.447.9787 or CharleneAldridge@aldridgekerr.com to discuss how we can assist you more effective report management.

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