SyteLine Custom Report Request Template
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.
Fill in
SyteLine Custom Report Request Template
Report Request: Open Jobs by Work Center with Late Operations
Requestor: Priya Nair, Production Manager Date: 2026-10-20 Priority: Medium
Purpose
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
| Item | Detail |
|---|---|
| Format | Scheduled email |
| Frequency | Daily at 06:00, plus on demand |
| Audience and security | Production supervisors, planners, plant manager |
Parameters and columns
Parameters: Site, work center range, job status (Released), scheduled finish date before today
Columns: Job, suffix, item, description, operation number, work center, scheduled finish, quantity complete, quantity remaining, days late
Data sources
Job, job routing and work center data. Developer to confirm exact tables and views.
Acceptance tests
| Test | Expected result | Pass / Fail |
|---|---|---|
| Run for one known work center | Matches the Jobs form for the same filter | |
| Run with no matching data | Report shows an empty message, not an error | |
| Run as a restricted user | Only permitted sites are visible | |
| Run for a large range | Completes in an agreed time |
Sign-off
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.
Skip the report backlog
Ask about natural language reporting on SyteLine data, read only, with the query shown.
Optional. The tool and every export work without this. No spam.
How to fill it in
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.
- 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
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
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
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.
Frequently Asked Questions
Should I name the exact SyteLine tables?
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?
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?
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?
Yes. Replace the product notes and delivery options. The questions about purpose, parameters, columns, audience and acceptance tests apply to any ERP reporting request.
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.
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