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Ad Hoc Report Request Form Template

Streamline Your Reporting Process with This User-Friendly Template

Struggling to gather essential data for ad hoc reports? This Ad Hoc Report Request Form template helps managers, analysts, and team leaders efficiently collect specific reporting requests from colleagues. With clear fields for essential information, you can enhance communication, streamline request processing, and ensure accurate report generation. Plus, the WCAG-aligned design makes it accessible for all users. Dive into the live template to simplify your reporting workflow.

Use this Template (FREE) Live Preview
Full name
Work email
Department or team
Please Specify:
Proposed report title
What business question should this report answer?
Primary audience for this report
Executive leadership
Senior management
Team leads
Individual contributors
Customers
Partners/Vendors
All employees
Not sure
Other
Please Specify:
Desired delivery format
Interactive dashboard
PDF report
Slide deck
Spreadsheet (Excel/Sheets)
CSV export
Email summary
API/Feed
Not sure
Other
Please Specify:
Data sources to use
Please Specify:
Key metrics or calculations needed
Dimensions to break down by
Please Specify:
Filters to apply
Please Specify:
Do you need a comparison?
None
Versus previous period
Versus same period last year
Versus target/goal
Versus forecast
Not sure
Date range for the data
Last 7 days
Last 14 days
Last 30 days
Month to date (MTD)
Quarter to date (QTD)
Year to date (YTD)
Custom date range
Not sure
Start date (if custom)
End date (if custom)
Priority level
Critical (same day)
High (1-2 business days)
Medium (3-5 business days)
Low (next sprint)
Not sure
Data sensitivity level
Public
Internal only
Confidential (PII)
Restricted (PHI/financial)
Not sure
Does this report include personal data (PII)?
Yes
No
Is stakeholder or manager approval required for this request?
Yes
No
How often will you need this report?
One-time
Weekly
Monthly
Quarterly
Ad hoc as needed
Not sure
Preferred delivery method
Email summary
PDF attachment
Spreadsheet attachment
Dashboard link
Shared drive/folder
Ticket update
Other
Please Specify:
Preferred contact method for clarifications
Email
Chat
Phone
Video call
No follow-up needed
I confirm the information provided is accurate and I am authorized to request this report.
Strongly disagree
Disagree
Neither
Agree
Strongly agree
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Paper art illustration depicting the Ad Hoc Report Request Form Template for FormCreatorAI article.

When to use this form

Use this form when a stakeholder needs a one-off data pull or quick analysis outside your standard dashboards. For example, marketing may ask for leads by channel for last week, finance may want invoice aging for one vendor, or operations may need SLA breaches by site. The form captures the business question, fields, filters, date range, format, and deadline so you can scope the work and avoid back-and-forth. It also creates a record you can reuse if the same need comes up again. If the request supports project wrap-up, route outcomes into the Project closure report form. When the data relies on daily entries, point requesters to the Daily activity log form to improve input quality.

Must Ask Ad Hoc Report Request Questions

  1. What decision will this report inform, and who will make it?

    Purpose and owner shape the scope and depth you deliver. Knowing the decision-maker also helps you set priority and follow-up.

  2. Which metrics, fields, segments, and filters are required?

    Specifics prevent guesswork and rework. Clear definitions ensure results match how your team measures performance.

  3. What date range should we use, and which data sources are in scope?

    This keeps the report timely and consistent with trusted systems. It also surfaces access needs early so you can plan extraction.

  4. What output format and delivery method do you prefer, and who should receive it?

    Choosing CSV, XLSX, chart, or slide ensures the result is usable on arrival. Listing recipients up front speeds delivery and protects sensitive data.

  5. What is the deadline and priority, and are there related events or dependencies?

    Clear timing lets you triage requests and set an SLA. For time-critical work, set a reminder with the To do reminder form so nothing slips.

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