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Data Request Form Template

Streamline Your Information Gathering with Our Data Request Form

Gathering the right information can be challenging, especially when clients or stakeholders need specific data. This data request form template helps you streamline the process, ensuring you get precise data when you need it. Easily collect input about products, services, or company information, improve data accuracy, enhance response speed, and simplify compliance tracking. Plus, our WCAG-aligned design ensures accessibility for all users. Feel free to explore this live template now.

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Full name
Email address
Phone number
Country or region of residence
Your relationship with our organization
Customer
Website visitor
Subscriber
Employee
Job applicant
Contractor/Vendor
Former customer
Prefer not to say
Other
Please Specify:
Preferred contact method
Email
Phone
No preference
What are you requesting?
Please Specify:
Describe your request and any helpful context (e.g., products or services used)
Time period start date (if applicable)
Time period end date (if applicable)
Preferred response format
Electronic copy (email)
Paper copy (postal mail)
Summary of data
No preference
Which identifiers have you used with us?
Email address(es)
Phone number(s)
Account ID or username
Order or invoice number
Mailing address
None of the above
Provide identifiers to help us locate your records (e.g., other emails, order numbers)
Have you previously submitted a data request to us?
Yes
No
Are you submitting this request as an authorized agent?
Yes
No
Authorized agent full name
Name of the individual on whose behalf you are acting
Authorization basis
Written authorization from the individual
Power of attorney
Parent or legal guardian of a minor
Court order
Not applicable
Other
Please Specify:
I am the individual identified above or an authorized agent acting on their behalf
I am the individual
I am an authorized agent
Prefer not to say
I consent to the processing of the information in this form to fulfill this request
Yes
No
Type your full legal name as your signature
Date
I confirm that the information provided is accurate to the best of my knowledge
True
False
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Paper art illustration depicting a data request form template for FormCreatorAI article

When to use this form

Use this form when you need clear, reliable data to drive a choice or deliver a report. It helps PMs, marketers, and leaders define the question, scope, and timing so your team delivers the right dataset or dashboard. It fits requests like churn analysis, revenue by region, A/B test reads, or ad performance pulls. If your request is for campaign copy or positioning, route it through the Creative brief form. If you need visual assets instead, submit the Graphic design request form. For posts that depend on data points, coordinate timing with the Social media post request form so content and numbers stay aligned.

Must Ask Data Request Questions

  1. What decision will this data help you make?

    Stating the decision clarifies the business outcome and keeps analysis focused. It also helps your team prioritize the request against other work.

  2. What data sources, tables, and fields do you need, including key metrics and dimensions?

    Listing sources and fields reduces back-and-forth and prevents missing data. It also ensures consistent definitions across teams and avoids rework.

  3. What date range, time granularity, and update frequency are required?

    Time window and cadence drive how we query, cache, and schedule the work. This prevents stale results and ensures you get data when you need it.

  4. Who will use the data, and does it include personal or sensitive information?

    Knowing the audience and sensitivity protects privacy and guides access controls. It also signals if we need legal, security, or compliance approval.

  5. What is your deadline, priority, and preferred format and delivery method?

    Clear timing and formats (CSV, spreadsheet, dashboard) set expectations and reduce churn. Delivery details (email, link, or shared folder) ensure you receive the output without delay.

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