Form Preview - BI Report Development

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BI Report Development Request
Request development of a new business intelligence report or dashboard
Active Conditional Rules
Pre-populate justification for Interactive Dashboard

Condition: fields.report_type === 'dashboard'

Action: [ { "type": "setValue", "target": "business_justification", "value": "This interactive dashboard will provide real-time visibility into key business metrics, enabling stakeholders to make data-driven decisions quickly. The visual format will improve data accessibility and reduce time spent on manual reporting, ultimately increasing operational efficiency and strategic decision-making capabilities." } ] - Priority: 1

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Pre-populate justification for Operational Report

Condition: fields.report_type === 'operational'

Action: [ { "type": "setValue", "target": "business_justification", "value": "This operational report will standardize our day-to-day monitoring processes and provide consistent data views across departments. It will reduce manual data compilation efforts, ensure data accuracy, and support compliance requirements by maintaining audit trails and regular operational insights." } ] - Priority: 2

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Pre-populate justification for Analytical Report

Condition: fields.report_type === 'analytical'

Action: [ { "type": "setValue", "target": "business_justification", "value": "This analytical report will enable deep-dive analysis of business trends and patterns, supporting strategic planning and performance optimization. The insights generated will help identify opportunities for improvement, cost savings, and revenue growth through data-driven analysis and predictive modeling." } ] - Priority: 3

Active
Pre-populate justification for Executive Summary

Condition: fields.report_type === 'summary'

Action: [ { "type": "setValue", "target": "business_justification", "value": "This executive summary report will provide high-level insights and key performance indicators to senior leadership, enabling strategic decision-making at the organizational level. It will consolidate complex data into actionable insights, supporting board presentations and executive briefings with clear, concise business intelligence." } ] - Priority: 4

Active
Pre-populate justification for KPI Scorecard

Condition: fields.report_type === 'kpi'

Action: [ { "type": "setValue", "target": "business_justification", "value": "This KPI scorecard will establish standardized performance measurement across the organization, enabling consistent tracking of critical business objectives. It will support performance management initiatives, goal alignment, and provide clear visibility into progress against strategic targets and operational benchmarks." } ] - Priority: 5

Active