Four Common Types of Reports

When building reports, consider these four types of reports: validation/verification, operational, tactical, and strategic.

There are four common types of reports that apply across all portions of TeamDynamix:

1. Validation/verification reports: Confirming that data meet expectations
2. Operational reports: Day-to-day information e.g. current ticket/project backlog
3. Tactical reports: Week-to-week/month-to-month information e.g. about how long it's taking to close tickets or projects
4. Strategic reports: Month-to-month/quarter-to-quarter information e.g. about demand, capacity, longer-term opportunities for service improvement

Thinking about reports (and desktops/desktop templates) in this framework can help with ensuring you are meeting your stakeholders' needs. Leadership groups tend to care more about tactical and strategic reports; staff (and TeamDynamix administrators!) tend to care more about validation reports and operational reports.