Epic: generate reports that showcase key metrics

[Guidevit]

Task: Identify the Key Metrics to be Included in the Reports

Facilitate a meeting with stakeholders to understand their reporting needs. This meeting could involve discussions on what data is most important to them, what decisions they plan to make based on the reports, and who the target audience of the reports is.
Based on these discussions, identify and document the key metrics that will be included in the reports. Ensure these metrics align with the organization's goals and key performance indicators (KPIs).
Obtain stakeholder approval on the finalized list of metrics to ensure all their needs are adequately covered.
Task: Design Report Templates for Different Stakeholders

Using design software (like Adobe InDesign, Canva, or Microsoft Word), create report templates tailored to different stakeholders. Consider factors like the level of detail required, the visual style preferred by each stakeholder, and the format in which they'd like to receive the reports.
The templates should include sections for key metrics, visualizations of data, executive summaries, detailed data analysis, and any other sections relevant to the stakeholders.
Once designed, the templates should be reviewed and approved by the stakeholders.
Task: Develop a Mechanism to Generate and Export Reports Based on Selected Metrics

Develop an automated report generation feature in the system. This could involve writing scripts to pull the data from the database, calculate the metrics, format the data according to the approved templates, and export the reports in the desired format (PDF, DOCX, etc.).
The feature should be tested thoroughly to ensure it produces accurate and well-formatted reports.
Task: Add Customization Options for Report Generation, Such as Date Ranges and Metric Selection

Enhance the report generation feature to include customization options. Stakeholders should be able to select the date ranges for the data, choose the metrics they want to include, and specify the report's format.
Customization options should be intuitive and user-friendly, with clear instructions and validation to prevent errors.
Once the feature is developed, it should be tested extensively to ensure it works as expected and creates customized reports accurately.