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Process mapping workbook
  • Pages
    • Introduction
      • Brainstorming
        • Exercise 1 - Identify a process
        • Exercise 2 - Make your roster
        • Exercise 3 - Add tasks
        • Exercise 4 - User stories
      • Sequencing
        • Exercise 5 - Create a timeline
      • Inputs and outputs
        • Exercise 6 - Task deep dive
      • Transitions
        • Exercise 7 - Methods and triggers
      • Reporting
        • icon picker
          Exercise 8 - Required reports
      • Quality check
        • Exercise 9 - QA data
      • celebrate
        Checkpoint
        • Process Summary
      • Access and security
        • Exercise 10- Data permissions
      • Tooling
        • Exercise 11- Design a solution
      • Next steps
Process mapping workbook
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Exercise 8 - Required reports
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Instructions

List out all the reports involved in this process. Then, determine what data is needed to produce each one. Add a new row to the table for each report and fill in the following columns:
Report: Title of report
Description: Overview of report and it’s purpose
Timing: When will this report be generated?
Audience: Who will be viewing this report?
Required data: What information fields will be needed to generate the report? ​Note: only data points that exist in your mapped process are available for selection. This is by design; how can you use data in a report that has never been set? If you’re missing a field, return to
Exercise 6 - Task deep dive
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and create it.
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See an example
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Watch a demo
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All reports

Report
Description
Timing
Audience
Required data
There are no rows in this table
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Next:
Quality check
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