# SyteLine Custom Report Request Template

> Source: https://netray.co/tools/syteline-custom-report-request-template
> Publisher: Netray (netray.co), AI and integration engineering for ERP and manufacturing systems.
> Section: Free Tools

## Short answer

A requirements form for new or modified SyteLine reports: purpose, parameters, columns, data sources, security and acceptance criteria.

## Category

syteline

## Erp

Infor SyteLine

## Audience

- SyteLine developer
- Business analyst
- Report requester

## Tool

**Kind:** template

**Output:** document

**Fields:**

#### Report name

**Key:** report_name

**Type:** text

**Default:** Open Jobs by Work Center with Late Operations

#### Requestor

**Key:** requestor

**Type:** text

**Default:** Priya Nair, Production Manager

#### Request date

**Key:** req_date

**Type:** date

**Default:** 2026-10-20

#### Priority

**Key:** priority

**Type:** select

**Options:**

- Low
- Medium
- High
- Audit or legal deadline

**Default:** Medium

#### Business purpose

**Key:** purpose

**Type:** textarea

**Default:** Supervisors need a daily list of released job operations that are past their scheduled finish so they can reschedule or expedite before the morning meeting.

#### Delivery format

**Key:** report_type

**Type:** select

**Options:**

- Printed or PDF
- Excel export
- Scheduled email
- Dashboard or grid on a form

**Default:** Scheduled email

#### Run frequency

**Key:** frequency

**Type:** text

**Default:** Daily at 06:00, plus on demand

#### Parameters / filters

**Key:** parameters

**Type:** textarea

**Default:** Site, work center range, job status (Released), scheduled finish date before today

#### Columns required

**Key:** columns

**Type:** textarea

**Default:** Job, suffix, item, description, operation number, work center, scheduled finish, quantity complete, quantity remaining, days late

#### Known data sources

**Key:** sources

**Type:** textarea

**Default:** Job, job routing and work center data. Developer to confirm exact tables and views.

#### Who may run it

**Key:** security

**Type:** text

**Default:** Production supervisors, planners, plant manager

**Blocks:**

#### Report Request: {{report_name}}

**Body:** Requestor: {{requestor}}
Date: {{req_date}}
Priority: {{priority}}

#### Purpose

**Body:** {{purpose}}

#### Delivery

**Table:**

**Columns:**

- Item
- Detail

**Rows:**

**0:** Format

**1:** {{report_type}}

**0:** Frequency

**1:** {{frequency}}

**0:** Audience and security

**1:** {{security}}

#### Parameters and columns

**Body:** Parameters:
{{parameters}}

Columns:
{{columns}}

#### Data sources

**Body:** {{sources}}

#### Acceptance tests

**Table:**

**Columns:**

- Test
- Expected result
- Pass / Fail

**Rows:**

**0:** Run for one known work center

**1:** Matches the Jobs form for the same filter

**0:** Run with no matching data

**1:** Report shows an empty message, not an error

**0:** Run as a restricted user

**1:** Only permitted sites are visible

**0:** Run for a large range

**1:** Completes in an agreed time

#### Sign-off

**Signatures:**

- Requestor
- Business analyst
- Developer
- Approver

**Notes:** Confirm the delivery method with your own SyteLine version, for example whether the report is built in SSRS, as a custom form grid or as an IDO based view. Developers should replace the sources line with the actual objects used.

## Content

**Intro:** A report request that says 'a list of late jobs' will come back wrong twice before it comes back right. This template forces the details a developer needs: parameters, columns, security, frequency and a test that proves the numbers match the standard forms.

**Sections:**

#### How to fill it in

**Body:** Start with the purpose in one paragraph, because it decides which table grain is right, for example job level or operation level. Then list parameters exactly as users will pick them, and columns in the order they should appear. If a number is calculated, such as days late, write the rule. Export the finished request and attach it to your development ticket so the specification travels with the work.

**Bullets:**

- Name the decision the report supports.
- Give a sample row if you can.
- Say whether history or only open records are needed.
- State who must not see it.

#### Why acceptance tests matter

**Body:** ERP reports fail quietly. A join that drops jobs without a routing, or a filter that hides closed suffixes, still produces tidy output. The acceptance table asks the requestor to reconcile one known case against the standard SyteLine form, to run an empty case, to test as a restricted user and to test volume. Those four checks catch most defects before go-live.

#### Security and performance

**Body:** Reports run under a user context and may bypass the site filtering a form applies if built carelessly. Always state the audience and ask the developer to confirm that site and authorization rules are honoured. For heavy reports, set a scheduled run during quiet hours and avoid unbounded date ranges, which can lock or slow transaction tables on a busy database.

#### When not to build a custom report

**Body:** Check first whether a standard report, a form filter, a grid export or an existing user defined view already covers the need. A saved filter on the Jobs form is cheaper than custom SQL that someone must maintain through every upgrade. Custom reports are best kept for logic that standard tools cannot express.

**Cta:** If requests like this queue up behind a small development team, we can talk about natural language reporting over your SyteLine data with the query shown for review.

**Faq:**

#### Should I name the exact SyteLine tables?

**Answer:** The requestor usually cannot, so describe the data in business terms and let the developer confirm the objects. If you do know the tables or IDO names, add them under data sources, but treat them as hints until verified in your version.

#### How detailed should the column list be?

**Answer:** Detailed enough that two developers would produce the same output. Include labels, order, formats such as dates and decimals, sort order, grouping and totals. Mention any calculated column and its formula.

#### Who should sign off the report?

**Answer:** The requestor accepts that it answers the business question, and an approver such as the data owner confirms security and that it is worth maintaining. The developer signs to confirm tests were run and the source is documented.

#### Can I reuse this for other ERPs?

**Answer:** Yes. Replace the product notes and delivery options. The questions about purpose, parameters, columns, audience and acceptance tests apply to any ERP reporting request.

## Search terms

syteline custom report request form, syteline ssrs report specification template, syteline report requirements template, csi custom report spec, erp report request form template, syteline report development, syteline report acceptance criteria, syteline new report checklist

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