- Identifying the required information for a report: Segregating and compiling the information that is specific in nature to the report content.

- Accessing the appropriate data source: Identifying and analyzing the data source which is most resourceful for the report in question.

- Incorporating the necessary data fields and elements: The technology helps the end user to be able to incorporate the data fields and the elements relevant to the report.

- Constructing any required elements: One of the processes includes the defining and construction of the special formulas and calculations that are report specific.

- Formatting the report for presentation purposes: The matter for the report thus prepared is then integrated and compiled and put into the industry specific format that enhances the presentation of the report and serves the purpose of the report.

The objective:

In a typical example that can best illustrate how the technology works, you need to consider and know several things. In the case of an attempt to create a new sales report, you will need to know several things like the objective of the report. Here you need to be able to display the sales figures and strategies by region for each of the major product lines within the business. Then, you also need to consider how the intended and specified audience will use and relate to the report.

You need to be able to demonstrate and understand the level of interactivity between the business and the end user. The Sales Managers will need to quickly and efficiently identify and locate regional sales and the specific units sold for each unique or created product item. The management needs to be able to identify where exactly all the data resides and the relevant data sources.

The essentials:

Within the technology, the primary sales data is secured and resides in an Oracle database. However, this data will need to be combined with that available from a Microsoft Access database as well. The team needs to understand what the report is designed to and ultimately will be communicating to the end user. Essentials like data fields and elements need to be kept in place.

The sales figures and the number of specific units sold, the region covered and the specified product line and product item, all need to be identified and formatted effectively to bear the result of one integrated effort. The final report needs to be formatted in the designed structure and one that is industry specific to meet the presentation purpose and standard.