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Your Corporation

Name

Report Specification

Maximo Asset Management


Report Name
Table of Contents

Specification Details.............................................4

Document Control Information.......................4

Revision Control Information...........................4

Environment and User Requirements...............5

Environment Information.................................5

Report Details.......................................................6

Report Purpose.................................................6

Report Users......................................................6

Report Definitions.............................................6

File and Layout Details.....................................7

Access Details...................................................7

Report Performance Settings..........................8

Parameters............................................................9

Report Parameter Type....................................9

Application Parameter Reports Only* Report Level


Settings..............................................................9

Parameterized Reports** Parameter Settings 10

Parameter 1:...................................................10

Parameter 2:....................................................11

Parameter 3:...................................................12

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Report Content....................................................13

Header.............................................................13

Graphs.............................................................14

Sub Header 1..................................................15

Sub Header 2..................................................16

Sub Header 3..................................................17

Report Mockup....................................................18

Testing Considerations.......................................19

Use Case Scenarios or Notable Test Requirements 19

3
Report Name

Report Specification
Company Name
Specification Details

This document is intended to convey the details and requirements of the


report specified above.

Document Control Information

Name and Title Company Date


Author
Approver
Owner

Revision Control Information

Number Revision Changed By Date


Description
Original Release

4
Environment and User Requirements

Environment Information

Type Versions Other


Maximo Asset
Release Management
Industry
Solutions
Database
Software
Multi
Language
Reporting
Software

5
Report Details

Report Purpose
Detail the primary use of this report.

Report Users
Detail which Maximo Users will use this report.

Note if this report will be accessed by Non-Maximo users via


emailing/scheduling.

Report Definitions
Detail any unique scenarios used in the report. For example, does the
report update the database, only contain a graph, or is part of a multi-
report drilldown package.

6
File and Layout Details
Details

Title

File Name

Application(s) Report Accessed


From
Directory Folder Where Report
Stored
XML File Name

Properties File Name

Report Type

Report Base (Template,


Delivered Report, or Ad Hoc
Report)

Page Size (Letter, Legal or A4)

Page Orientation (Portrait or


Landscape)

Access Details
If Yes, State Value Access Point

Hyperlink To

KPI

Report List Portlet

Other

7
Report Performance Settings
If Yes, State
Value
Priority

Schedule Only *Recommended for large, batch reports

Report Performance Notes

1. Any Reserved Processing Times for Schedule Only reports will be set
separately by Administrator

2. Record Limits defined under Application Parameter Section below

8
Parameters

Report Parameter Type


Note: Select one of the three types below

(1) Application, (2) Parameterized or (3) Both Application and


Parameterized

Report Type

Application Parameter Reports Only* Report Level Settings


Feature REPORT Attribute Value

Browser View QL

Browser View Tab Location QLLOC

Select One: All, List, Main, None

Direct Print DP

Direct Print Tab Location DPLOC

Select One: All, List, Main, None

Direct Print with Attachments PAD

Direct Print with Attachments Tab PADLOC


Location

Select One: All, List, Main, None

Order of report within icon display TOOLBARSEQUEN


CE

Is report a detail report which DETAIL


should be enabled for record
limits?

9
If yes, define record limit value. RECORDLIMIT

*Note: The settings above can only be used if a report is an Application


Parameter Report.

Parameterized Reports** Parameter Settings


* Indicates Required Values

Parameter 1:
Description Attribute Value

* Parameter name as defined Parameter name


in report design file

Database attribute. Can be Attribute name


null for unbound parameter
only.

Lookup Value Lookup name

* Order for parameter to Sequence


display on request page

Display Value Labeloverride

Default Value Defaultvalue

* Is parameter required? Required

For bound parameters only Operator


< , < =, > , > =

* Can multiple parameters be Multilookup


input?

**Note: The settings above can only be used if a report is an (2)


Parameterized or (3) Both Application and Parameterized

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Parameter 2:
Description Attribute Value

* Parameter name as defined in Parameter name


report design file

Database attribute. Can be null Attribute name


for unbound parameter only.

Lookup Value Lookup name

* Order for parameter to display Sequence


on request page

Display Value Labeloverride

Default Value Defaultvalue

* Is parameter required? Required

For bound parameters only < , < Operator


=, > , > =

* Can multiple parameters be Multilookup


input?

11
Parameter 3:
Description Attribute Value

* Parameter name as defined in Parameter name


report design file

Database attribute. Can be null Attribute name


for unbound parameter only.

Lookup Value Lookup name

* Order for parameter to display Sequence


on request page

Display Value Labeloverride

Default Value Defaultvalue

* Is parameter required? Required

For bound parameters only < , < Operator


=, > , > =

* Can multiple parameters be Multilookup


input?

12
Report Content

Header
Header Fields

Display Value Field Value Format Notes

Header/Report Notes

1.

13
Graphs
Graph Type (Bar, Line, Pie, Other) and Dimension (2D or 3D )

Axis Definition (If Bar or Line)

Graph Title

Graph Colors

Format Notes

1. Examples of Format notes include insert page break after graph


display.

Graph Details

1. Examples of Graph Details include In bar chart, display asset with


lowest availability first

Graph Mockup

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Sub Header 1
Subheader 1 Fields

Display Value Field Value Format Notes

Sub Header 1 Notes

1. Include information on sorting or display orders

15
Sub Header 2
Sub Header 2 Fields

Display Value Field Value Format Notes

Sub Header 2 Notes

16
Sub Header 3
Sub Header 3 Fields

Display Value Field Value Format Notes

Sub Header 3 Notes

1.

17
Report Mockup

Report Content Display


Insert Mockup of report display per example below

18
Testing Considerations

Use Case Scenarios or Notable Test Requirements


1.

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