Before creating a new report, what is essential to know?

Understanding where to find the data you want in the report is crucial before creating a new report. This knowledge allows you to ensure that you are accessing the right data sources, which is foundational for developing a meaningful and accurate report. Without clear insight into where the relevant data resides, attempts to create reports may lead to incomplete or incorrect information being analyzed or presented.

Identifying the data sources can influence the design and structure of the report. It enables you to select the appropriate fields, apply relevant filters, and even determine the overall reporting framework to be used. Essentially, this preliminary understanding sets the stage for the rest of the reporting process, ensuring that the end product meets the necessary requirements and serves the intended audience effectively.